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CPD events and development

What events do we provide and how do they work?

We host investment and pensions, and mortgage and protection themed CPD events up and down the country throughout the year that provide advisers training and development in their advice areas. We offer 5 different series throughout the year each with 8 regional events per series. 3 of these are for Investment advisers and 2 for our mortgage advisers.

Our objective is to provide a comprehensive training and education programme to benefit In Partnership advisers and ultimately enhance and improve customer outcomes.

Our programme receives accreditation from the Chartered Insurance Institute (CII) and The London Institute of Banking & Finance (LIBF), which demonstrates the commitment In Partnership have for delivering a high quality development programme for you. For every training event undertaken in 2025, In Partnership will seek accreditation by the CII and LIBF as structured CPD.

Our programme is primarily for In Partnership advisers so we assist in their development and client outcomes, however we do supply a limited availability option for non network advisers looking for CPD and networking opportunities.

Why do we host networking
and development events?

Our programme is designed to support Continuous Professional Development (CPD) for advisers in key subject areas, elevate competence and professional standards, and foster strategic relationships that provide ongoing support for advisers.

We are passionate about successful client outcomes and believe the best way to provide this is to ensure we are helping our advisers the best way we can and attend to their every business and professional requirements.

    1. Allow our advisers to enhance their knowledge

    2. The more the adviser knows about products and services, the better the client outcome can be

    3. We understand the importance of CPD for our advisers

    1. Complimentary CPD

    2. Networking with advisers, providers and In Partnership

    3. Gain valuable insights and understand trends and products

    4. Free lunch and giveaways

    1. Promote new goods and services.

    2. Showcase the advantages of their company

    3. Expand their network

    4. Foster a sense of community among "providers"; and raise brand awareness and loyalty.

  • We host 5 series a year, each with 8 events per series. 3 of the series focus on Investments and pensions, whereas the other 2 focus on mortgage and protection. You are free to attend as many as you wish, but spaces are limited for advisers not associated with the network.

  • We host events in the following locations:

    • London

    • Bolton

    • Peterborough

    • Southampton

    • Chepstow

    • Dunblane

    • Felbridge

    • Belfast

    • Uckfield

  • Across our 40 events we get over 1000 registrations and have an average feedback score of 4.4/5.

    This score covers the value of the sessions, hospitality and venue.

We value feedback at all times

  • “A wide range of providers and subject matter, which helps me in keeping up to date with current views and trends."

    — Adrian Cochrane | Partnership LLP

  • “The PDE’s are always worth my time, as there is always something to consider that I haven’t thought of before.

    Dan Galbally | The Adviser Support Hub

  • “I always find the PDE sessions informative. As well this, a great opportunity to catch up with other advisers and provider partners.”

    – Lisa Bromilow | Mortgage Essentials

Are you a non-network adviser wishing to attend?

Register your interest by clicking the link below