Welcome to the Professional Adviser
Working Lunches Series 2020

Professional Adviser is partnering with a number of sponsors to host a series of 1 hour online Working Lunch sessions addressing key issues affecting advisers and their clients during this challenging period. These are FREE to advisers and will be held via the Zoom platform so no special software is required. 

New sessions will be announced on an ongoing basis. All Working Lunches qualify for CPD and attendees will qualify for one ticket (per event attended) in our December £2,500 KUONI Holiday voucher prize draw.

N.B. This event is complimentary to UK Senior Financial Advisers. CF30 registered. Maximum two attendees per company. Places are limited and will be allocated on a first come first served basis.

Upcoming working lunches:

Profiting from Intergenerational Wealth Opportunities in partnership with Schroders

Tuesday 18th August | 13:00 - 14:00 | Live online

Better understanding regulation and technology to build a strong and sustainable advice firm, in association with SimplyBiz 

Thursday 20th August | 13:00 - 14:00 | Live online

Building Confidence in ESG Fund Selection, in partnership with Schroders

Wednesday 26th August | 13:00 - 14:00 | Live online

Building a strong and sustainable advice firm through better understanding of regulation and technology in association with Compliance First (SCOTLAND ONLY)

Thursday 27th August | 13:00 - 14:00 | Live Online


Schroders Event Registration – 18th August

Virtual Event

SimplyBiz Event Registration - 20th August
Virtual event
Schroders Event Registration – 26th August

Virtual Event

SimplyBiz Event Registration - 27th August

Virtual Event

This event is working towards the International Standard ISO 20121 and follows guidance set out by the Sustainable Event Alliance (SEA)


For booking and logistic queries, contact:
Jo Gilbey
Delegate Relationship Consultant
020 7484 9949
For sponsorship queries, contact:
Andrew O'Kelly
Business Development Director
07973 552381