The SIFA webinar programme is aimed at providing a technical or industry presentation that will appeal to both the legal and financial professional.
Any solicitor attending the webcasts and completing the referral notification, will receive their Development Record via their SIFA Professional connection.
The programme of monthly sessions will be delivered either by one of our strategic partner with specialist knowledge in that sector or SIFA Professional when looking at the legal marketplace.
In order to register for any event, you will need to contact your SIFA Professional member to obtain the login code. If you do not have a contact, please visit the SIFA Directory and select a firm, who will be more than happy to assist you. Click here to go to the SIFA Directory.
Any questions regarding this service, please contact Patrick Seaward, Business Relationship Manager at SIFA on 01372 721172 or at pat@sifa.co.uk.
Law Society Special Webinar - Recorded November 22nd 2022
On November 22nd the Law Society hosted an interactive webinar with a panel of SIFA Professional members, Ruth Dolan of Tarvos Wealth, Colin Low of Kingsfleet Wealth and Andrew Elson of Berry & Oak, speaking on key topics including IHT, Trusts and Attorneys on LPA’s. To view the recording, please click on the image below:
12 December 2024
Join us for Royal London’s insightful webinar on Company Purchase and Employee Ownership Trust Planning. This session is designed to provide practical guidance on how to effectively plan for company purchases and protection opportunities for employee ownership trusts.
04 December 2024
This webinar will offer an exploration of the potential impact of the Labour Government’s Pensions Review and Pension Schemes Bill on the pensions landscape. We will take a look back at significant Budget announcements that are pertinent to this discussion. We will also include upcoming actions regarding the Advice Guidance Boundary Review and various initiatives from the FCA and finally new advisory opportunities that may emerge from these changes.
29 November 2024
The Consumer Duty is a new regulation that sets higher expectations for the standard of care financial services firms must give to consumers. It aims to ensure that existing best practice around good outcomes for consumers is applied consistently across the whole financial industry.
With the introduction of Consumer Duty, more responsibility is being placed on advisers to put in place robust processes to demonstrate fair price and value to help clients achieve their objectives.
In the context of Inheritance Tax planning, we must also give consideration to the fact that many clients are older and may be considered vulnerable clients.
Our webinar will explore what you should be considering in light of Consumer Duty and how we can support your due diligence processes. We also look to touch on the Autumn Statement and any impacts to Inheritance Tax and estate planning.
30 July 2024
Sam Michie, Business Development Director at MICAP, will be providing a live walk around the MICAP tool and covering the following:
We will outline ‘what good looks like’ and how MICAP can help you get there, including:
30 July 2024
Following publication on 15th March 2024 of its intent to conduct a review into how firms are acting to understand and respond to the needs of customers in vulnerable circumstances, the FCA has in April issued a comprehensive survey on this topic to a range of firms. This is just a starting point for further scheduled activity during 2024 designed to help the regulator understand the detail of what firms are doing to ensure fair outcomes for customers with characteristics of vulnerability.
This webinar, delivered by Robin Melley, Co-founder of the Financial Vulnerability Taskforce (FVT) and a Director at The Consumer Duty Alliance will explore how the FVT and its popular Charter can help firms both identify clients in vulnerable circumstances, as well as understand and meet the additional needs they may have.
05 June 2024
Recent FCA guidance on retirement income advice puts a lot of emphasis on creating a robust plan, showing how to achieve the client’s objectives based on all the information on file. But it’s not just about the hard data - it’s also about knowing the traits of the client, their need for flexibility and various retirement goals. And it doesn’t stop after the initial plan has been implemented.
27 March 2024
This member meeting was designed to appeal across the membership so will include
a regulation and compliance update, a technical session on Business Protection with Aviva, and a Budget overview with Octopus. We were also joined by Guy Tolhurst with a quick update on some changes to MICAP, together with a legal update from Dave Seager.
Pat Seaward provided an update on projects and developments happening within SIFA Professional.
27 March 2024
In this session, Neil Macleod, Technical Manager at M&G Wealth looks at some of the most important
areas to think about for tax year end including capital gains and income tax planning. He will also be looking at how pension contributions can provide valuable tax relief today in addition to security in retirement further down the line.
01 December 2023
19 October 2023
07 August 2023
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