10 Good Habits for Conveyancers Dealing with Risk – Claims
2024-03-20 11:15 - 12:15 (Europe/London)
Property search and data specialists, tmgroup and IQ Legal Training, are teaming up to deliver a suite of free webinars on the crucial topic of risk management for residential conveyancers, highlighting the key good habits conveyancers should adopt when dealing with fraud, claims and anti-money laundering.
Each live webinar lasts one hour and will reveal the most effective approaches to managing risk during the residential transaction with greater clarity and confidence.
What’s included?

Lessons from underwriters and insurers – an overview of conveyancing claims
Scoping and monitoring the retainer – things to look out for
Acting for the buyer – due diligence and best practice
Reporting on title – if Goldilocks were a client, which report on title would be just right?
Other areas of concern including an overview of problem areas in residential conveyancing

The webinar offers the perfect opportunity for residential conveyancers of all levels to stay informed and up-to-date, and will include extensive delegate notes and time for questions. Places are limited, so book now to avoid disappointment.

Digital Conveyancing Maturity: Learn from the leaders
2024-03-20 14:00 - 15:00
How are firms adopting and maximising their use of digital tools in conveyancing? Following the launch of the Digital Conveyancing Maturity Report 2024, we’re joined by a panel of firms who scored highly and made impressive improvements to their digital maturity score. We’ll be joined by Mike Leeman, Managing Partner at Bell Lamb & Joynson, Fiona Capehorn, Director and Head of Conveyancing and Karen Coles, Senior Conveyancer at Foxfield Solicitors, and Bruce Giffin, Founder and CEO at Eden Conveyancing.
In this one-hour session, our panel will share their insights on digital conveyancing including:
– Which digital conveyancing tools are providing the most value for their firms
– How they approach adopting new technologies and getting staff buy-in
– Why it’s important to keep pace with advances in digital solutions in conveyancing
– Top tips for how your firm can approach improving your digital conveyancing maturity score and access the benefits that come with it

AP1s from Deeds - one step closer to requisition free post completion?
2024-03-21 11:00 - 11:45
During this webinar, we will demonstrate how our technology automatically extracts data from TR1s, TP1s, and Charges to accurately populate your AP1s. You’ll discover how discrepancies are effortlessly highlighted for quick rectification.
Key advantages include:
• Eliminating data mismatches between AP1s, TR1s, and TP1s.
• Automating over 95% of AP1 form population.
• Streamlining the inclusion of details from Deeds, including personal representatives and executors.
• Consistency across all documents with automated cross-referencing.

Insurance Distribution Directive – Guidance for Law Firms
2024-03-25 11:00 - 12:00
From time to time during the conveyancing process, title defects may come to light, or time constraints or delays may force transactions to proceed with no searches or expired searches in place. How legal firms manage these types of risks is paramount.
Indemnity insurance policies can be a way to reduce the buyer’s risk while keeping the transaction on track. That’s why property search and data specialists, tmgroup and CLSQ, are teaming up to deliver an educational webinar to help law firms understand the compliance requirements of the Insurance Distribution Directive (IDD) when arranging insurance.
The IDD governs the design and distribution of insurance products, with a focus on enhancing consumer protection standards and ensuring that the products offered align with consumers’ needs.
This hour-long webinar will give legal practitioners an understanding of the IDD’s regulations and reveal common myths and misconceptions and the consequences of non-compliance.
Presented by CLSQ in association with guest speaker, Tracey Calvert, Regulatory Compliance Specialist at Oakalls Consultancy, the session will cover:

IDD background and overview
The legislation and requirements
The legal regulators’ stance on IDD
The consequences of non-compliance
The responsibility of the IDO
Myths and misconceptions
Q&A

The webinar is a unique opportunity for residential conveyancers of all levels to learn about IDD compliance, and will include time for questions.

How to manage your mining risk
2024-03-28 11:00 - 12:00
Mining is a major factor requiring searches and risk assessment in residential property transactions today. It not only offers protection to the buyer, but it is often a mandatory requirement of lenders, particularly where the property is located in a known mining area.
Navigating mining risk assessments can be tricky or overwhelming as conveyancing has become increasingly more complex as the years have gone on, with more information, more technology and more tools.
That’s why property search and data specialists, tmgroup and Groundsure, are inviting residential conveyancers to come along to a free training webinar and learn how to manage mining risks.
This session looks at what recommendations and tools you have available to help manage mining risk in residential transactions.

How do we make these tools work for you?
What early steps can you take to help manage mining risk in the most accurate and efficient way?
What are the key sections of a mining search and how might you highlight these to a client?
What tools do you have before and after the report has been ordered and is in your possession?

This session will answer all these questions for legal professionals, explain what’s in the mining report based on due diligence requirements, and how to make reporting to your clients simple and straightforward.
For details of further free educational webinars on risk management, visit tmgroup’s website.

AML Update 2024 - using technology to support your compliance
2024-04-02 12:00 - 13:00
AML guidance and expectations have changed considerably in recent months. Last summer and March 2024 brought about SRA sectoral risk assessment updates, and last autumn delivered a significant change in tone from the SRA in relation to their expectations of regulated practices. Not to mention the SRA AML Thematic Review Report, which contained the SRA Warning Notice in relation to client/matter risk assessments.
The SRA’s Warning Notice was accompanied by their own client/matter risk assessment template, which clearly sets the benchmark for the regulator’s expectations for what practices need to have in place to meet their Regulation 28 obligations under the Money Laundering Regulations 2017.
We’ll be joined by Tracy Thompson, from Tracy Thompson Associates, who will provide important updates relating to all SRA publicised guidance since July 2023, to ensure you are equipped with the knowledge required to ensure you do not fall foul of the Money Laundering Regulations, or the SRA.
We’ll also look at how technology can support and improve practices, with dynamic tools and solutions available through InfoTrack.
Book now to stay ahead.

Understanding Commercial Utilities with Groundsure
2024-04-23 11:00 - 12:00
Prior to commencing any site work involving ground penetration for new or existing developments, conducting utilities due diligence is essential as it is a mandatory health and safety requirement.
Paul Gibson, Product Manager, and Daniel Slater, Head of Commercial, both at Emapsite, will be joined by Andrew Crawshaw, Strategic Account Manager at Groundsure and together they will look at:
Understanding the key alliance – Technics, Emapsite and Groundsure
Why underground asset search is essential
– Use case
– Regulatory
The product range and value
– Utility Essentials
– Utility Premium
– Utility Fast Track
Looking inside a report
– Structure
– Content
– Functionality
Book now!

10 Good Habits for Conveyancers Dealing with Risk – Anti-Money Laundering
2024-04-23 15:30 - 16:30
Property search and data specialists, tmgroup and IQ Legal Training, are teaming up to deliver a suite of free webinars on the crucial topic of risk management for residential conveyancers, highlighting the key good habits conveyancers should adopt when dealing with fraud, claims and anti-money laundering.
Each live webinar lasts one hour and will reveal the most effective approaches to managing risk during the residential transaction with greater clarity and confidence.
What’s included?

Guidance from professional bodies and lessons to be learned
How far do you go with sources of funds from the client and third parties?
What can cause problems?
Lessons from case law

The webinar offers the perfect opportunity for residential conveyancers of all levels to stay informed and up-to-date, and will include extensive delegate notes and time for questions. Places are limited, so book now to avoid disappointment.

AP1s from Deeds - one step closer to requisition free post-completion?
2024-04-24 11:00 - 11:45
During this webinar, we will demonstrate how our technology automatically extracts data from TR1s, TP1s, and Charges to accurately populate your AP1s. You’ll discover how discrepancies are effortlessly highlighted for quick rectification.
Key advantages include:
• Eliminating data mismatches between AP1s, TR1s, and TP1s.
• Automating over 95% of AP1 form population.
• Streamlining the inclusion of details from Deeds, including personal representatives and executors.
• Consistency across all documents with automated cross-referencing.
Book now!

Understanding Commercial Environmental Reports and climate change impacts with Groundsure
2024-05-07 11:00 - 12:00
An environmental report is a small, but crucial, piece of a much larger puzzle for commercial property transactions, which can reveal issues that may impact your client’s property, future plans for the property, and potentially, the monetary value of the property.
This session will cover the foundations of a Commercial Environmental Report and how it helps solicitors’ compliance for this aspect of a commercial transaction.
We’ll be joined by Iryna Minimurzina, Strategic Account Manager at Groundsure, who will cover:
• The key aspects of a Commercial Report;
• The data used within them;
• The environmental risks associated with Commercial transactions;
• Understanding ClimateIndex and latest EPC data;
• How future risks could impact Commercial sites.
Book now to keep up to date!

Complaints, errors and claims and how to successfully manage them
2024-05-14 11:00 - 12:00
Preventing and managing complaints can prove challenging, which is why we’ll be joined by Phil Edwards, Managing Director at Quality PI, and Business Consultant Lisa Summerton, who together will help you with essential strategies for preventing and effectively managing complaints, including:
– understanding the difference between complaints, circumstances and claims;
– recognising the precursors to a claim, and what to do about it;
– understanding where claims are likely to come from, and why;
– identifying potential complaints early on and implementing proactive measures to mitigate them compliantly;
– understanding the importance of fitting in with your insurer’s policy wordings;
– learning and improving from past mistakes.
Don’t miss this opportunity to enhance your skills in complaint management, whilst bolstering client satisfaction.
Register now!

Digital Move: The Evolution of Conveyancing, Brighton
2024-05-15 09:30 - 16:30 | Projects The Lanes, Nile House, Nile Street, Brighton, BN1 1HW
Digital Move: The Evolution of Conveyancing, Brighton
When: Wednesday 15th May 2024
Where: Projects The Lanes, Nile House, Nile Street, Brighton, BN1 1HW
Venue Meeting Room: The Globe Room
Time: 9:30am – 4:30pm
Cost: Limited-time reduced rate of £30.00 per delegate*
IQ Legal Training CPD Topic: Avoiding Negligence in Residential Conveyancing
BOOK NOW
*Eventbrite fees may apply

Take a tour of the new eCOS customer portal
2024-05-16 11:00 - 11:45, 2024-06-05 11:00 - 11:45
Join eCOS Head of Product David Rawson for a demo of the newly released eCOS customer portal. Discover a streamlined, intuitive interface that simplifies the entire onboarding experience.
We’ll look at mobile and desktop journeys, showing how we can get your client to verify their identity and their funds – and provide you with the key information you need to get started with a matter … faster than ever before!
Book now!

AGM, Legal and All Member Meeting
2024-05-16 12:00 - 23:00
The AGM and Member Meeting is being held on 16th May at Dual Asset, 1 Creechurch Place, London, EC3A 5AF starting at 12:00pm for Lunch.

These quarterly meetings provide an opportunity for members to come together with an expert panel of speakers to share knowledge, make decisions and take a key role in the advancement of the conveyancing sector.
Every meeting is an experience, with the opportunity to make valuable connections, while also re-connecting with your fellow members in a more relaxed setting.
The Agenda includes:
🏠 Comprehensive Policy Update – Beth Rudolf, Director of Delivery
🏠 Customer Complaints Handling – Jenny Screech an insurers perspective from Professional Indemnity Specialist, Howden (UK), followed by insights from industry expert Clare Yates MNAEA, CY Training and practical solutions by Paul Sanders from Legal Eye.
🏠 Future payment settlements – The Bank of England update on their Synchronisation Project followed by a panel discussion by potential synchronisation operators LMS and PEXA and what this will mean for conveyancers ways of working and existing business models.
🏠 Menopause in the Workplace – Well being expert Nicola Green Assoc CIPD
Continuing competence/continuing compliance
Through attending the meetings CA members can fulfil their annual training requirements, ensuring their professional knowledge and skills remain up to date.
Networking Drinks
Join your fellow attendees for a drink’s reception. This is the perfect opportunity to network and re-connect with your fellow members in a more relaxed setting.
We look forward to welcoming you!

Sponsored by Dual Asset

Legal Members Meeting on the 16th May 2024

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IQ Legal Training Webinar | SDLT Tips and Traps
2024-05-16 14:00 - 15:00
Thursday 16th May | 2:00pm – 3:00pm
https://register.gotowebinar.com/register/1120664470314347616

CLS Webinar | A Guide to Planning and Building Regulations
2024-05-21 11:00 - 12:00
Tuesday 21st May | 11:00am
https://register.gotowebinar.com/register/8271463685528664405

Why a Utility search is essential in redevelopment projects
2024-05-21 11:00 - 13:00
Tuesday 21st May 2024 at 11am
What you will learn
The 30 minute session will focus on why utility searches are essential part of due diligence in redevelopment projects where groundworks are occurring, such as a major redevelopment of a site acquisition or land being considered for new build housing, and will cover:

When a utility report is required and why
The development life cycle and where utility reports sit
Compliance with PAS128
Case study – what can happen in extreme cases
Report options and what they contain

Book your place here.

10 Good Habits when dealing with TA forms
2024-05-23 15:30 - 16:30
10 Good Habits when dealing with TA forms
Date: 3.30 – 4.30pm, Thursday, 23rd May
This webinar will explore the correct approach to be taken when advising a seller or buyer on the content of TA forms, and examine:
Acting for the seller –

What should be explained to seller client before the TA forms are completed and the duty on the seller to provide an update
Dealing with TA7 forms
Dealing with the revised TA6 and what explanation or advice should be given to the client

Acting for the buyer –

What should be explained to the buyer and what advice should be given

Case Law –

What can we learn about the potential for misrepresentation from recent case law

Book your place here.

Digital Move: The Evolution of Conveyancing, Leeds
2024-06-05 09:30 - 16:30 | Where: The Terrace, 3 Wellington Place, Leeds, LS1 4AP
When: Wednesday 5th June 2024
Where: The Terrace, 3 Wellington Place, Leeds, LS1 4AP
Venue Meeting Room: Skyline Room
Time: 9:30am – 4:30pm
Cost: Limited-time reduced rate of £30.00 per delegate*
IQ Legal Training CPD Topic: Building Safety Act Update
BOOK NOW
*Eventbrite fees may apply

Property Report Search Refresh
2024-06-12 11:00 - 11:45
Property Report from InfoTrack allows you to produce high-quality, personalised reports on title that are smart, accurate, compliant and tailored to your reporting needs.
Join us as we demonstrate how you can do the following using Property Report:
• order searches on a matter and start a report without having to wait for the results
• benefit from the search information populating into the existing report once the results return
• report as the matter progresses, supporting the CQS requirement to ensure clients are kept informed at every stage of the conveyancing process
Book now to find out more!

AP1s from Deeds - one step closer to requisition free Post Completion?
2024-06-19 11:00 - 11:45

Advising on Restrictive Covenants in Residential Conveyancing
2024-06-19 11:00 - 12:00
During this informative webinar, legal training expert Ian Quayle will deliver comprehensive best practice guidance on advising residential clients in relation to restrictive covenants.
This training webinar will examine:

To what extent sellers should be made aware of the benefits of imposing restrictive covenants on land sales
How new restrictive covenants should be drafted and protected
How restrictive covenants should be dealt with as part of the due diligence process when acting for buyers
How restrictive covenants can be varied or removed
Relevant recent case law.

Extensive notes will be provided and time allocated for delegate questions

Renewing your PII - where should your focus be?
2024-06-25 11:00 - 12:00
PII renewals can be a time consuming and stressful process for conveyancers, with property transactions deemed a high-risk area by underwriters.
We’ll be joined by Jenny Screech, Consultant at Howden Insurance Brokers, and our own Lisa Edwards, as we look at renewals from an underwriter’s perspective and provide some pointers designed to make your renewals process less stressful and, potentially, less expensive!
We’ll explore:
– what to expect from the PII market
– current claims activity
– conveyancing-related issues on your underwriter’s radar
– pre-renewal housekeeping
– making your renewal submission the best it can be
Reserve your place!

Delivering Source of Funds transformation
2024-06-26 11:00 - 12:00
Speaker: Sheryl Hodgson – Head of Customer Success Armalytix.
Sheryl works with Law Firms to help them change and transform their Source of Funds Process. An accomplished Project Manager and Trainer, Sheryl will lead integration projects, roll outs and is the voice between our clients and tech team. Before joining Armalytix in 2022 Sheryl worked at Lawyer Checker so has a thorough understanding of the risk and compliance challenges faced by Conveyancers.
Register to attend

Delivering Source of Funds transformation

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Digital Move: The Evolution of Conveyancing, London
2024-07-11 09:30 - 16:30
When: Thursday 11th July2024
Where: Park Plaza County Hall London, 1 Addington Street, London, SE1 7RY
Venue Meeting Room: Vauxhall & Lambeth Suite, 2nd Floor
Time: 9:30am – 4:30pm
Cost: Limited-time reduced rate of £30.00 per delegate*
IQ Legal Training CPD Topic: Restrictive Covenants
BOOK NOW
*Eventbrite fees may apply
For attendees of the exclusive Groundsure Thames Cruise, our London CPD event venue is conveniently situated just a quick 10-minute walk away from the departure pier.

Client and Matter Risk Assessments: What you need to do to ensure compliance.
2024-09-11 10:00 - 11:00
The SRA issued its Warning Notice to Firms in October 2023, stating:
“We continue to see a persistent level of non-compliant client/matter risk assessments, and this remains an area where improvement is necessary. Undertaking effective client/matter risk assessments is a key step in preventing money laundering as it should inform the correct level of client due diligence to apply, as well as ongoing monitoring.”
It is evident, that even with a template assessment form, this remains an area in which law firm staff continue to struggle.
In this session, Norman Denton, Senior Compliance & Regulatory Specialist at Legal Eye, will consider:
• how client and matter risk assessment should be approached
• how you demonstrate ongoing assessments
• source of funds and wealth
• good and poor practices in evidence.

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Client and Matter Risk Assessments: What you need to do to ensure compliance.

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Legal, All Member Meeting and Networking Dinner
2024-09-12
The All-Member meeting will be held at the Principal York Hotel, Station Road, York YO24 1AA starting at 12:00pm for Lunch.
These quarterly meetings provide an opportunity to network with your fellow members, as well as a forum for sharing collective expertise and industry knowledge. Every meeting is an experience, enhancing your conveyancing and business skills while networking with the best that the industry has to offer.
The meeting agenda includes:
Practical issues around the Building Safety Act
Cyber Security Panel
AML Policy and how to prepare for an SRA audit
Myths around insurance claims
Continuing Competency
Continuing competence is a career-long enhancement of knowledge, skill and judgement, members can fulfil their annual training requirement, simply by attending our various events and reading our guidance notes.
Ghost Bus Tour
The only comedy-horror theatre experience on wheels.
The tour lasts for 1 hour.
You will encounter all of the top attractions of York including Clifford’ Tower, Treasurer House, York Minster and Dick Turpin’s Grave.
Networking Dinner
Join your fellow attendees for a drink’s reception, followed by dinner at 7pm. This is the perfect opportunity to network and re-connect with your fellow members in a more relaxed setting.
We have negotiated a special accommodation rate of £99.50 plus VAT including breakfast.
Please book early to avoid disappointment.

How can we make property transactions more efficient?
2024-09-12 10:30 - 11:30
Join Landmark and senior representatives from across the property sector for an insightful temperature check on the current state of the market post-election. We’ll also dive into the critical issues impacting the property transaction slowdown.
This webinar builds on Landmark’s ‘Common Ground’ video, where we brought together a lender, conveyancer and estate agent to tackle the most challenging questions surrounding the property transaction process.
Now, we bring the panel back together for a live session and invite you to be part of the debate.
How can we speed up transactions and bring greater certainty?
Can we find common ground?
Panellists:
Derek Burt – Home Operations Director, Lloyds Banking Group
Julie Makin – Senior Conveyancer, Holden Smith Law
Ross D’Aniello – Co-founder, Chartwell Noble Estate Agency
Chaired by:
Mike Holden – Divisional Director of Growth, Landmark Information Group
Topics covered:
The state of the market
Making transactions more efficient
Government building targets
Join us for this hour-long session where we will address these burning issues and more.

Completion Day Nightmares - What to do When Things go Wrong?
2024-09-12 14:00 - 15:00
During this hour-long training session, IQ Legal Training’s Chief Executive, Ian Quayle, will explore:

Investigating what has gone wrong and the implications arising from default – practical tips
Preparing to serve a notice to completes, drafting and serving the notice, and advising the innocent and defaulting client
Temporary default – protecting your client’s position when completion is delayed
Catastrophic default – preparing for a breach of contract claim
What happens to the deposit – S49 LPA 1925 and other issues

Solicitors of all levels and experience are welcome to participate, with opportunity for delegate questions and extensive notes provided to delegates.
