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sharing our experience and insight

We regularly engage with financial businesses covered by the ombudsman – at our own UK-wide events and roundtables, as all as through regional and national forums and networks.

For more information about each of our upcoming events, follow the links below.

roundtable discussion

Following the Financial Advice Market Review, we’ve been running a series of roundtable discussions for financial advisers. These build on our ongoing engagement with businesses and trade associations – helping us to share our insight and hear businesses’ perspectives on the ombudsman and wider issues within financial services.

Our roundtables for financial advisers are hosted by our chief ombudsman & chief executive, Caroline Wayman, and a representative from the Financial Conduct Authority.

upcoming roundtable discussions

Please check back for roundtable discussions

engaging with smaller businesses

We run free, practical workshops for smaller businesses whose customers rarely complain to the ombudsman. They’re a chance for businesses to ask us about the issues that matter to them – and to find out more about our approach to resolving complaints.

upcoming smaller business events

Aberdeen |

March 2017

Aberdeen

Thursday 17 August

dates may be subject to change as we're currently confirming venues

    2017

    • smaller business workshops - Cardiff - Wednesday 21 June
    • smaller business workshops - Basingstoke - Wednesday 22 March
    • roundtable session - Basingstoke - Wednesday 22 March
    • smaller business workshops - Bridgewater - Tuesday 7 March
    • smaller business workshops - Swansea - Wednesday 23 February
    • roundtable session - Sunderland - Thursday 16 February

    2016

    • small business event - Glouchester - Tuesday 13 December
    • FCA 'Live and Local' - roundtable with industry panel - London - Tuesday 13 December
    • roundtable for mortgage lenders and intermediaries (in association with the CML) - London - Tuesday 15 November
    • smaller business event - Birmingham - Thursday 17 November
    • smaller business event - Newcastle - Wednesday 9 November
    • financial adviser roundtable - Stockport - Thursday 3 November
    • smaller business event - Sheffield – Wednesday 19 October 
    • financial adviser roundtable - Glasgow - Thursday 15 September
    • smaller business event - Canterbury – Wednesday 20 July
    • smaller business event - Chelmsford – Tuesday 12 July
    • smaller business event - Norwich – Tuesday 5 July
    • smaller business event - Edinburgh – Thursday 9 June
    • smaller business event - Leicester – Wednesday 18 May
    • smaller business event - Wolverhampton – Thursday 5 May
    • smaller business event - Peterborough – Thursday 3 March
    • smaller business event - Plymouth – Wednesday 24 February
    • smaller business event - Exeter – Tuesday 23 February
    • smaller business event - Cardiff – Wednesday 10 February
    • smaller business event - Stratford – Tuesday 26 January

    2015

    • events for larger businesses - London – 18 November – “close to home: mortgages and the ombudsman” – conference for complaints managers and those with responsibility for resolving customer disputes at building societies.
    • smaller business event - Great Yarmouth – Wednesday 14 October
    • smaller business event - Isle of Wight – Wednesday 7 October
    • smaller business event - Poole – Tuesday 22 September
    • smaller business event - Stirling – Wednesday 16 September
    • smaller business event - Aberdeen – Wednesday 2 September
    • smaller business event - Crewe – Tuesday 28 July
    • events for larger businesses - London – 14 July – “vulnerability, your customers and the ombudsman” – conference for banks and credit providers about treating consumers in vulnerable circumstances fairly
    • smaller business event - Bradford – Wednesday 8 July
    • smaller business event - Blackpool – Tuesday 7 July
    • smaller business event - York – Wednesday 24 June
    • smaller business event - Durham – Tuesday 23 June
    • smaller business event - Belfast – 6 May
    • smaller business event - Nottingham – 16 April
    • smaller business event - Northampton – Wednesday 1 April
    • smaller business event - Hatfield – Thursday 5 March
    • events for larger businesses - London – 3 March – “cars, credit and complaints” second workshop for finance companies  
    • events for larger businesses - London – 26 February – “cars, credit and complaints” workshop for finance companies
    • events for larger businesses - London – 24 February - forum for private medical insurers
    • smaller business event - Bromsgrove – Wednesday 28 January

    2014

    • smaller business event - London/Essex (Woodford Green) – Wednesday 3 December
    • smaller business event - Sheffield – Wednesday 19 November
    • events for larger businesses - Birmingham – 13 November, "workingtogether" conference
      investing in complaint handling – resolving complaints about investments
    • smaller business event - Derby – Thursday 6 November
    • smaller business event - Bromsgrove – Wednesday 5 November
    • events for larger businesses - Bromsgrove – 5 November – "PPI complaints and the ombudsman"
    • smaller business event - Southampton/Portsmouth (Fareham), Tuesday 28 October
    • smaller business event - Newry – Tuesday 14 October
    • smaller business event - Perth – Wednesday 1 October
    • smaller business event - Hull (Beverley) – Thursday 18 September
    • smaller business event - Darlington – Tuesday 16 September
    • smaller business event - Reading – Tuesday 29 July
    • events for larger businesses - London – 25 July, "workingtogether" conference
      "ask the ombudsman" – payment protection insurance and motor finance providers
    • smaller business event - Altrincham – Wednesday 16 July
    • smaller business event - Preston – Tuesday 15 July
    • events for larger businesses - London – 2 July “fraud, families and fairness” - banking and credit complaints in focus
    • smaller business event - Mold – Thursday 26 June
    • events for larger businesses - Manchester – 19 June “insuring fairness” – motor and property complaints in focus
    • smaller business event - Taunton – Thursday 19 June
    • events for larger businesses - London – 12 June insuring fairness – motor and property complaints in focus
    • smaller business event - St Austell – Wednesday 4 June
    • smaller business event - Colchester – Thursday 29 May
    • events for larger businesses - London – 22 May “positive outcomes” – seminar on consumer credit and financial hardship
    • smaller business event - Swansea - Tuesday 20 May
    • smaller business event - Richmond - Thursday 8 May
    • smaller business event - St Albans – Tuesday 29 April
    • smaller business event - Maidstone – Wednesday 16 April 2
    • smaller business event - Glasgow – Wednesday 9 April

    2013

    • smaller business event - Crawley - Friday 15 November
    • smaller business event - London North – Thursday 7 and Friday 8 November
    • smaller business event - Croydon – Thursday 3 and Friday 4 October
    • smaller business event - Leicester – Friday 13 September
    • smaller business event - Norwich – Thursday 12 September
    • events for larger businesses - London – 25 July, "workingtogether" conference "ask the ombudsman" - payment protection insurance and retailers
    • events for larger businesses - London – 24 July, "workingtogether" conference
      "ask the ombudsman" – lets talk about consumer credit complaints
    • events for larger businesses - London – 17 July, "workingtogether" conference
      "ask the ombudsman" – payment protection insurance and building societies
    • events for larger businesses - London – 17 July, "workingtogether" conference
      "ask the ombudsman" – payment protection insurance and claims managers
    • smaller business event - Swindon – Friday 12 July
    • smaller business event - Cardiff Thursday – 11 July
    • smaller business event - Leeds – Friday 21 June
    • smaller business event - Edinburgh – Thursday 20 June
    • smaller business event - Durham – Wednesday 19 June
    • events for larger businesses - Birmingham – 11 June, "workingtogether" conference
      "it wasn't me!" – dealing with complaints about disputed card transactions
    • smaller business event - Milton Keynes – Friday 24 May
    • smaller business event - Birmingham – Thursday 2 and Friday 3 May
    • events for larger businesses - Edinburgh – 30 April, "workingtogether" conference
      "in sickness and in health" – assessing claims and resolving complaints
    • events for larger businesses - London – 23 April, " workingtogether" conference "hard times" – dealing with complaints from consumers in financial difficulties
    • smaller business event - Manchester – Thursday 11 and Friday 12 April
    • smaller business event - Belfast – Wednesday 27 March
    • events for larger businesses - London – 31 January, "ask the ombudsman" travel insurance - assessing claims and avoiding complaints

    2012

    • events for larger businesses - Birmingham – 22 November, "handling complaints" conference for industry complaint handlers
    • smaller business event - Glasgow – Friday 9 November
    • events for larger businesses - Manchester – 31 October, "workingtogether" insurance complaints conference
    • events for larger businesses - London – 4 October, "workingtogether" insurance complaints conference
    • smaller business event - Exeter – 14 September
    • smaller business event - Nottingham – 13 July
    • events for larger businesses - Manchester – 22 March, "handling complaints" conference for industry complaint handlers
    • smaller business event - Cambridge – 8 March
Caroline Wayman

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