Events

The FCA’s mandatory information request, issued on 1 July, DEADLINE is a key part of its strategy to monitor consumer outcomes and as part of an adviser's Consumer Duty regulatory obligations.

Join ebi and Mel Holman of Compliance and Training Solutions as we share practical guidance to help advisers and intermediaries respond confidently, clearly, and on time.

Join us for this webinar where Business Development Manager Tom Ranft and Head of Investment Jonathan Griffiths will provide an overview of the different approaches to portfolio rebalancing, and the results of ebi's long-term rebalancing data study.

Jonathan Griffiths CFA and Tom Ranft at ebi will provide a quarter 3 macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi's Quarter Three 2025 Update.

Join us for our Fund of Funds webinar, where ebi's Head of Investment Jonathan Griffiths will introduce ebi's new Global Factor funds.

Join us for our cryptocurrency webinar, where ebi's Head of Investment Jonathan Griffiths will provide an update on the FCA's recent lifting of its ban on crypto exchange-traded notes (cETNs), and the impact of this on the UK investment industry.

Join us for our AI exposure webinar, where ebi’s Investment Oversight Analyst Jonathan Simpson will discuss the possibility of a bubble in the equity markets, what this could mean for investors, and how ebi’s portfolios can help decrease exposure to a potential downturn.

Jonathan Griffiths CFA and Tom Ranft at ebi will provide a quarter 4 macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Four 2025 Update.

Former psychotherapist and Emotional Finance founder Emma Boardwell explores a practical relational approach to supporting vulnerable clients. Learn what vulnerability looks like in real conversations and how to respond with empathy and confidence to build trust, engagement, and better outcomes.

Join communication expert Melissa Kidd as she reveals research-led insights to help advisers clearly articulate their value.
Learn how to avoid common pitfalls, apply proven communication ground rules, and create stronger, more confident first meetings with clients from the outset.

Giles Dunning, Joint Head of Corporate at Stephens Scown, shares practical guidance on preparing an IFA business for sale — from building value and choosing an exit route to avoiding deal risks and managing the post-sale transition. Giles has completed over £900m in recent transactions

Join us at The Dome in Edinburgh for an in-person session exploring how evidence-based investing can help advisers clearly differentiate their proposition, strengthen client conviction, and move beyond the traditional active vs passive debate.

With rising regulatory pressure and complex client needs, financial advisers need a clear and robust approach to client retirement planning.