Online Training Sessions
Free webinar training sessions are offered on Wednesdays at 9.30 am for our most popular tools.  Each online presentation demonstrates the flexibility of our system, the client-facing reports generated, and how the advice process can save both time and money.  There is plenty of time in each session to look at specific questions, just let us know when you book in and we can ensure your question is covered.

To book your place please email and one of our team will be in touch with the joining instructions.

Pension Switching AND Cashflow & Drawdown Strategies

Wed 6th Jan 2021
Wed 20th Jan 2021
Wed 3rd Feb 2021
Wed 17th Feb 2021
Wed 3rd Mar 2021
Wed 17th Mar 2021
Wed 31st Mar 2021

Defined Benefit AND Cashflow & Drawdown Strategies

Wed 13th Jan 2021
Wed 27th Jan 2021
Wed 10th Feb 2021
Wed 24th Feb 2021
Wed 10th Mar 2021
Wed 24th Mar 2021

One to one webinar sessions are offered for all our other tools. To schedule a session, simply drop us an email with your requirements and we will contact you to make the arrangements.

In-House Training Sessions
We can offer free In-House Training sessions at our offices in Crowborough, East Sussex. Each session is tailored to the attendees’ requirements and demonstrates the flexibility of the system, the client-facing reports generated and how the advice process can be more efficient and cost-effective.

Please email us with your requirements and one of our team will contact you.