Community of Practice

Welcome to our Community of Practice programmes. A virtual event programme designed to help you and your team get the most from the Wealthtime and Wealthtime Classic platform.  We’ll host separate sessions for Wealthtime platform users and Wealthtime Classic platform users. This programme is meant for people who are using our platforms regularly, mainly administrators […]

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Rethinking Retirement Webinar

Join us on Thursday 27 June at 2pm for our rethinking retirement webinar.  Based on content from our recent roadshow, this CPD-accredited online discussion will focus on the FCA’s thematic review findings and what it means for you and your clients. When and who Virtual Event – 27 June 2024, 2pm start 2-2.15pm – Snapshot […]

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Rethinking retirement roadshow

When we hosted our first round of Rethinking Retirement Roadshows, nearly three quarters of attendees told us they were actively reviewing their retirement strategy.   So, we’ve gathered some of the best minds in the industry to help. Now, six months later, we’re ready to send our experts back on the road! This time they’ll […]

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