Tenet Events Programme 2020

ACCREDITED TENET CPD

Adviser Development Programme EVENTS PROGRAMME 2020

T enet’s many years’ experience of delivering an Adviser Development Programme means we have developed a well-structured programme of events, that cover a wide variety of business areas and that are delivered across multiple channels to meet your needs and engage with you throughout the year. The programme for 2020 has been designed to incorporate your feedback from 2019. The main events are now split into three strands; Invest, Protect and Lend. This enables you to focus your learning and development in specific business areas. We will provide you with a full year of knowledge, support and development. We encourage you to attend as many events as possible, not only to satisfy your CPD requirements, but to keep your awareness, comprehension and understanding of industry changes and developments at the highest level. The product providers, fund management groups and lenders that are working with us throughout 2020 are experts in their fields. They are at the heart of the industry evolution and are continually focused on ensuring their products and services meet customer needs. This means that they are perfectly suited to deliver messages to advisers across their relevant fields of expertise at the events. There are many reasons you should attend these events as they provide you with an excellent insight into current markets and legislation, a chance to network with your colleagues and product providers, and not withstanding 3-4 hours CPD that is awarded at each event. We look forward to seeing many of you at our events across the country in 2020, and always welcome feedback. The purpose of this programme is to give you a summary of each type of event that is available to you throughout the year. Further information on each set of events will be issued as we plan and update current content. Plan your calendar for the year and secure your CPD requirements.

ACCREDITED TENET CPD

BOOK YOUR PLACE: https://events.tenetgroup.co.uk/ADP2020 Register online and receive instant confirmation for each of your events

SPECIALIST INVESTMENT WORKSHOPS (2 ROUNDS) Target Audience: Investment and Pension advisers Timings: 9.00am arrival, 9.30am start - 3.00pm finish CPD: 3 hours structured CPD These events will focus on specialist investments and the value they can add to your business. Tenet will utilise the expertise of providers and fund managers, to create a valuable event; giving key industry insights, technical guidance and sales support. The purpose of these events is to provide a higher level of education, through the use of case studies and planning scenarios to provide you with a greater understanding of each product and a proposition’s place in the market. To book your place on a Specialist Workshop visit: https://events.tenetgroup.co.uk/events/workshop2020 Specialist Investment Workshops Round One 02/06/2020 Cumbernauld Doubletree by Hilton Glasgow Westerwood Hotel & Golf Resort Amba Hotel Specialist Investment Workshops Round Two 03/11/2020 Birmingham Village Solihull 05/11/2020 Southampton Hilton at the Ageas Bowl 10/11/2020 Manchester Haydock Racecourse 12/11/2020 London Amba Hotel 03/06/2020 Leeds 09/06/2020 Bristol 10/06/2020 London Crowne Plaza Village Bristol

PROTECT EVENTS (2 ROUNDS)

Target Audience:  Protection advisers across all brands Timings: 9.00am arrival, 9.30am start - 3.00pm finish CPD: IDD CPD These events will focus on the protection market. With Tenet and the industries focus in this area, they are designed to meet advisers’ development needs and provide a valuable insight into this market. All of the sessions at these events will offer IDD CPD, and are open to advisers, paraplanners and admin staff. Our Provider partners will also look at other ways you can obtain further IDD CPD. They will offer a variety of important information from a wide range of protection providers, Tenet senior management and Tenet adviser training. They also provide an opportunity for advisers to network and meet key staff from Tenet and our strategic protection partners. To book your place on a Protection Event Round One visit: https://events.tenetgroup.co.uk/events/protectone2020 To book your place on a Protection Event Round Two visit: https://events.tenetgroup.co.uk/events/protecttwo2020 Protect Round One 04/02/2020 Manchester Haydock Racecourse 05/02/2020 Sheffield Tankersley Manor 06/02/2020 Birmingham Village Solihull 11/02/2020 Exeter Sandy Park 12/02/2020 Southampton Hilton at the Ageas Bowl 25/02/2020 Maidstone Hilton Maidstone 26/02/2020 London Amba Hotel 03/03/2020 Cumbernauld Doubletree by Hilton Glasgow Westerwood Hotel & Golf Resort 04/03/2020 Durham Ramside Hall Hotel & Golf Club 05/03/2020 Leeds Crowne Plaza 10/03/2020 Belfast Stormont Hotel 17/03/2020 Bristol Village Bristol 18/03/2020 Glamorgan The Vale 19/03/2020 Nottingham Doubletree by Hilton Nottingham Gateway

We will provide you with a full year

of knowledge, support and development. We encourage you to attend as many events as possible, not only to satisfy your CPD requirements, but to keep your awareness, comprehension and understanding of industry changes and developments at the highest level.

Protect Round Two 13/10/2020 Glamorgan 14/10/2020 Nottingham 15/10/2020 Sheffield 20/10/2020 Manchester

The Vale

Doubletree by Hilton Nottingham Gateway Tankersley Manor Haydock Racecourse

21/10/2020 Bristol

Village Bristol Village Solihull Hilton Maidstone

22/10/2020 Birmingham 03/11/2020 Maidstone

04/11/2020 London 10/11/2020 Exeter

Amba Hotel

Sandy Park 11/11/2020 Southampton Hilton at the Ageas Bowl 17/11/2020 Cumbernauld Doubletree by Hilton Glasgow Westerwood Hotel & Golf Resort 18/11/2020 Durham Ramside Hall Hotel & Golf Club 19/11/2020 Leeds Crowne Plaza 24/11/2020 Belfast Stormont Hotel

You can add the event to your calendar as well and share the information with other colleagues to invite them to attend also.

The TENET Adviser Development Programme

FEBRUARY Mon Tue Wed Thu Fri Sat Sun 27 28 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 JUNE Mon Tue Wed Thu Fri Sat Sun 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 OCTOBER Mon Tue Wed Thu Fri Sat Sun 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 6 7 8

JANUARY Mon Tue Wed Thu Fri Sat Sun 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 6 7 8 9 MAY Mon Tue Wed Thu Fri Sat Sun 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 3 31 1 1 2 3 4 5 6 7 SEPTEMBER Mon Tue Wed Thu Fri Sat Sun 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11

KEY:

Specialist Investment Workshops Protect Events Invest Events

Plan your calendar for 2020

APRIL Mon Tue Wed Thu Fri Sat Sun 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 AUGUST Mon Tue Wed Thu Fri Sat Sun 27 28 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 6 DECEMBER Mon Tue Wed Thu Fri Sat Sun 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 6 7 8 9 10

MARCH Mon Tue Wed Thu Fri Sat Sun 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 JULY Mon Tue Wed Thu Fri Sat Sun 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 6 7 8 9 NOVEMBER Mon Tue Wed Thu Fri Sat Sun 26 27 28 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6

Lend Events Business Focus Events Webinars

INVEST EVENTS (2 ROUNDS)

LEND EVENTS (2 ROUNDS)

Target Audience: Investment and Pension advisers Timings: 9.00am arrival, 9.30am start - 3.00pm finish CPD: 3 hours structured These events will focus on investments and pensions. The events are designed to meet advisers’ development needs and provide a valuable insight into the current markets. They will offer a variety of important information from a wide range of provider partners, Tenet’s senior management and Tenet adviser training. They also provide an opportunity for advisers to network and meet key staff from Tenet and our strategic provider partners. To book your place on a Investment Event Round One visit:

Target Audience: Mortgage advisers Timings: 9.00am arrival, 9.30am start - 3.00pm finish CPD: 3 hours unstructured These events will focus on mortgages and lending. They are designed to meet advisers’ development needs and provide a valuable insight into the growing lending market. The events will include a combination of round tables along with exhibition stands, where you will meet a wide variety of niche and highstreet lenders, packagers and other providers who can help you develop further business opportunities. These events will include the opportunity for advisers to network and will conclude with sessions from Tenet’s senior management and Tenet adviser training. To book your place on a Lend Event Round One visit: https://events.tenetgroup.co.uk/lendone2020 To book your place on a Lend Event Round Two visit: https://events.tenetgroup.co.uk/lendtwo2020 Sandy Park 06/05/2020 Southampton Hilton at the Ageas Bowl 12/05/2020 Durham Ramside Hall Hotel & Golf Club 13/05/2020 Leeds Crowne Plaza 14/05/2020 Manchester Haydock Racecourse Lend Events Round Two 15/09/2020 Southampton Hilton at the Ageas Bowl 16/09/2020 Exeter Sandy Park 17/09/2020 Bristol Village Bristol 22/09/2020 Cumbernauld Doubletree by Hilton Glasgow Westerwood Hotel & Golf Resort 23/09/2020 Durham Ramside Hall Hotel & Golf Club 24/09/2020 Leeds Crowne Plaza 29/09/2020 Manchester Haydock Racecourse 30/09/2020 Birmingham Village Solihull 01/10/2020 London Amba Hotel Lend Events Round One 21/04/2020 Birmingham Village Solihull Village Bristol 22/04/2020 Bristol 23/04/2020 London 29/04/2020 Belfast 05/05/2020 Exeter Amba Hotel Stormont Hotel

https://events.tenetgroup.co.uk/investone2020 To book your place on a Investment Event Round Two visit: https://events.tenetgroup.co.uk/investtwo2020

Invest Events Round One 10/03/2020 Manchester 11/03/2020 Gloucester 12/03/2020 Birmingham

Haydock Racecourse Stonehouse Court

Village Solihull

17/03/2020 Exeter Sandy Park 18/03/2020 Southampton Hilton at the Ageas Bowl 24/03/2020 Maidstone Hilton Maidstone 25/03/2020 London Amba Hotel 31/03/2020 Cumbernauld Doubletree by Hilton Glasgow Westerwood Hotel & Golf Resort 01/04/2020 Durham Ramside Hall Hotel & Golf Club 02/04/2020 Leeds Crowne Plaza 21/04/2020 Glamorgan The Vale 22/04/2020 Nottingham Doubletree by Hilton Nottingham Gateway

23/04/2020 Sheffield 28/04/2020 Belfast

Tankersley Manor Stormont Hotel

Invest Events Round Two 08/09/2020 Glamorgan

The Vale

Doubletree by Hilton Nottingham Gateway Tankersley Manor Haydock Racecourse Stonehouse Court

09/09/2020 Nottingham

10/09/2020 Sheffield 15/09/2020 Manchester 16/09/2020 Gloucester 17/09/2020 Birmingham 22/09/2020 Maidstone

Village Solihull Hilton Maidstone

23/09/2020 London 29/09/2010 Belfast

Amba Hotel

Stormont Hotel 06/10/2020 Southampton Hilton at the Ageas Bowl 07/10/2020 Exeter Sandy Park 13/10/2020 Cumbernauld Doubletree by Hilton Glasgow Westerwood Hotel & Golf Resort 14/10/2020 Durham Ramside Hall Hotel & Golf Club 15/10/2020 Leeds Crowne Plaza

BOOK YOUR PLACE: https://events.tenetgroup.co.uk/ADP2020 Register online and receive instant confirmation for each of your events

BUSINESS FOCUS EVENTS (8 EVENTS) Target Audience:  All advisers Timings: 12.30pm arrival, 1.00pm start - 5.00pm finish CPD: Tenet will run 4 Invest, and 4 Lend Business Focus Events. These events will provide you with key updates on the market and the industry as a whole, including product development. These events give you the opportunity to network with your colleagues from local firms, discuss key relevant issues with Tenet and providers and understand the challenges that other advisers are facing. These events differ to our other events, as we limit the groups to 20 advisers. This offers a lot more opportunity for interaction with other advisers. We find the sessions generate a lot of discussion, debate and the sharing of ideas. The additional benefit to these events is the social aspect of dinner in the evening, which is included complimentary on behalf of Tenet. To book your place on a Business Focus Event visit: https://events.tenetgroup.co.uk/ businessfocusevents2020 Invest 3 hours structured Lend 3 hours unstructured

WEBINARS

Target Audience: All advisers Timings: Last Friday of the month, 9.30am – 10am CPD: 30 minutes structured per webinar (unstructured for Mortgage webinars) Starting in February, Tenet will host 10 webinars on the morning of the last Friday of every month with a single Provider, Fund Manager or Lender which you can view from the comfort of your home or office. You will have the opportunity to view the webinar and interact with the speakers, asking any questions you may have. To help plan your diary for the year ahead, we would recommend booking these at the start of the year. To book your webinars visit: https://events.tenetgroup.co.uk/tenetcpdwebinars2020

Webinars 28/02/2020 Online 27/03/2020 Online 24/04/2020 Online 29/05/2020 Online 26/06/2020 Online 31/07/2020 Online 28/08/2020 Online 25/09/2020 Online 30/10/2020 Online 27/11/2020 Online

Business Focus Event (Invest) 05/03/2020 Cobham , Surrey

19/03/2020 Nantwich , Cheshire 30/04/2020 York , North Yorkshire 11/06/2020 Edinburgh , Scotland Business Focus Event (Lend) 02/04/2020 Stratford-Upon-Avon , Warwickshire 04/06/2020 Bristol , Somerset 10/09/2020 Wetherby , West Yorkshire 08/10/2020 Cobham , Surrey

You can add the event to your calendar as well and share the information with other colleagues to invite them to attend also.

ACCREDITED TENET CPD

Tenet Group Ltd, 5 Lister Hill, Horsforth, Leeds LS18 5AZ

Events Team Contact Details

If you have any queries on any of the events or would like to book a place then please contact us. Email: events@tenetgroup.co.uk Telephone: 0113 239 0011 ext. 8132 Events Booking Site: https://events.tenetgroup.co.uk/ ADP2020

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