EVENTS
SAFEGUARDING FOR LAWYERS - UNDERSTANDING YOUR RESPONSIBILITIES
Available from February 2026
WITH: MBL SEMINARS
Developed specifically for the legal profession, this practical webinar provides a clear understanding of safeguarding responsibilities in practice. It covers how to recognise signs of abuse, harm, and neglect; the steps to take if concerns arise; and how to meet regulatory and SQM requirements through effective policies and procedures.
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Book your place here!
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FILE REVIEWS FOR CONVEYANCERS - AN UPDATE OF CQS REQUIREMENTS
Available from February 2026
WITH: MBL SEMINARS
Obtaining and reviewing the data from file reviews is invaluable in establishing with certainty if files are being managed not only in accordance with the firm's own policies and procedures, but also to identify if the key requirements of regulation, legislation and of course quality standards such as CQS and Lexcel are being adhered to..
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AN INTRODUCTION TO CQS COMPLIANCE FOR CONVEYANCING SUPPORT STAFF
Wednesday 25th February 2026 9.00am - 11.00am
WITH: MBL SEMINARS, LEARN LIVE (REMOTE)
Recent changes to the CQS standard brought about a new onsite assessment regime which accredited firms will be subject to as part of demonstrating their compliance with the CQS Schemes Rule. A key requirement of the CQS Scheme is that practices must have a training policy which must include ensuring that relevant members of staff are aware of the Core Practice Management Standards (CPMS) and the ways in which the practice complies. ​
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This live and interactive session will cover:
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the format of the onsite assessment
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key requirements of the CPMS
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ensuring policies and procedures of CQS are being followed
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Key areas of The Law Society Conveyancing Protocol (2019 Edition)
​Book your place here!​
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SOURCE OF FUNDS, SOURCE OF WEALTH & CLIENT MATTER RISK ASSESSMENTS - HOW TO COMPLETE THEM THE WAY THE SRA EXPECT
Thursday 26th February 2026 2.00pm - 5.15pm
UNDERTAKING FILE REVIEWS FOR CONVEYANCERS - HOW TO MEET CQS REQUIREMENTS
WITH: Bournemouth & District Law Society - Bournemouth
​Following the SRA’s October 2023 warning notice, enforcement action for AML non-compliance has intensified, with fines exceeding £1.5m — much of it linked to failings around source of funds/source of wealth investigations and client matter risk assessments. Drawing on the SRA’s SOF Thematic Review and her extensive experience conducting independent AML audits since 2018, Tracy Thompson provides invaluable insight into where firms are falling short and why.
This practical session explores the SRA’s key concerns, the true extent of SOF/SOW investigations and documentation expected, and common issues seen in practice. Using real-world examples, Tracy will help property practitioners understand how far enquiries should go, how to record them effectively, and how to evidence risk-based decision-making. Delegates will also have the opportunity to raise specific scenarios and gain expert guidance on handling AML challenges with confidence.
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Book your place here!
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Wednesday 18th March 2026 9.00am - 10.30am
WITH: MBL SEMINARS, LEARN LIVE (REMOTE)​
A compulsory key requirement of CQS compliance is all CQS accredited practices 'must have a procedure for regular, independent file reviews, of both the management of the file and its substantive legal content'.
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This live and interactive session will:
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cover the importance of setting an appropriate criteria for the file review regime
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provide guidance as to what considerations should be made when setting the criteria
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provide clarity as to which key components of the file should be reviewed
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examine a specimen file review
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consider how practices should be reviewing the data generated from the file reviews and how best this can feed into the firm's overall risk management strategy.
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Book your place here!
AML COMPLIANCE FOR CQS PRACTICES - MEETING YOUR REGULATORY & QUALITY STANDARDS
Thursday 26h March 2026 2.00pm - 3.30pm
WITH: MBL SEMINARS, LEARN LIVE (REMOTE)​
There has been a significant amount of publicity in relation to the SRA fines against practices who have been unable to demonstrate compliance with their obligations under the Money Laundering Regulations. As a CQS accredited practice, firms have obligations under the quality standard to ensure your AML policy meets the requirements of Anti-Money Laundering legislation and therefore could face additional sanctions from The Law Society.
This virtual classroom seminar will not only help you understand your obligations under CQS (and Lexcel, if applicable), but the session will also provide an insight into SRA Thematic Review audit outcomes, which have not yet been published as a sanction against a firm, however have been identified as internal failings within practices during their SRA inspection.
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Book your place here!
RESIDENTIAL CONVEYANCING AND COMMERCIAL PROPERTY CONFERENCE 2026 - NORTHAMPTON - FULL DAY EVENT
Thursday 26 March 2026 9.00am - 5.00pm
WITH: IQ Legal Training
IQ Legal Training is pleased to present its Residential Conveyancing and Commercial Property Conference 2026 in Newcastle, taking place on 26 March 2026 at The Copthorne Hotel. This full-day event is designed for legal professionals seeking practical, up-to-date guidance on the key issues shaping property practice in 2026.
The conference is divided into two focused sessions, with the morning dedicated to residential conveyancing and the afternoon to commercial property matters. Expert speakers will cover the revised TA6, solicitors’ duties when advising on residential mortgages, regulatory and CQS expectations for conveyancers, AML compliance, and complex transactions involving LPAs and deputies.
The commercial session explores the impact of the Building Safety Act, the High Street Rental Auction process, boundary issues, and AML risk management in commercial property, including the increasing influence of AI. Throughout the day, the emphasis is on practical application, risk management, and delivering defensible, compliant property advice.
Attendance is free of charge (pre-registration required) and includes lunch and refreshments. Places are limited and allocated on a first-come, first-served basis.
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Book your place here!
SRA Compliance for In-House Lawyers - Understanding Your Professional Duties
Available from 1 April 2026
WITH: MBL SEMINARS, LEARN LIVE (REMOTE)​
This webinar provides practical guidance for solicitors working in-house. Drawing on the latest SRA guidance, the session explores the unique professional obligations of in-house lawyers, focussing on independence, identifying the client, and managing conflicts. This webinar is designed to help delegates understand how SRA Principles apply to in-house practice, be able to identify the client in complex organisational structures, recognise and manage conflicts of interest, protect confidentiality and privilege in a corporate environment and know how to escalate concerns when employer instructions conflict with professional obligations.
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Book your place here!
RESIDENTIAL CONVEYANCING AND COMMERCIAL PROPERTY CONFERENCE 2026 - MANCHESTER - FULL DAY EVENT
Wednesday 22 April 2026 9.00am - 5.00pm
WITH: IQ Legal Training
IQ Legal Training is pleased to present its Residential Conveyancing and Commercial Property Conference 2026 in Manchester, taking place on 22 April 2026 at Delta Hotels by Marriott, Worsley Park Country Club. This full-day conference is designed for legal professionals seeking practical, up-to-date insight into the key legal, regulatory and risk issues affecting property practice in 2026.
The conference is split into two focused sessions, with the morning dedicated to residential conveyancing and the afternoon to commercial property matters. Residential topics include the revised TA6, solicitors’ duties when advising on residential mortgages, evolving regulatory and CQS expectations, AML compliance, transactions involving LPAs and deputies, and proposed changes to the exchange formulae and the meaning of “hold to order”.
The commercial session explores the implications of the Building Safety Act, the High Street Rental Auction process, boundary issues, and AML risk management in commercial property, including the growing influence of AI. Throughout the day, speakers focus on practical application, risk management and delivering defensible, compliant advice.
Attendance is free of charge (pre-registration required) and includes lunch and refreshments. Places are limited and allocated on a first-come, first-served basis.
Book your place here!
Safeguarding for Lawyers - Understanding Your Responsibilities
Friday 12 June 2026 10.00am - 11.00am
WITH: MBL SEMINARS, LEARN LIVE (REMOTE)​
Developed specifically for the legal profession, this practical new virtual classroom seminar provides a clear understanding of safeguarding responsibilities in practice. It covers how to recognise signs of abuse, harm, and neglect, the steps to take if concerns arise, and how to meet regulatory and SQM requirements through effective policies and procedures.
Presented by Law Society Accredited Risk & Compliance Specialist and Lexcel Consultant and Assessor Tracy Thompson, this session combines key principles with real-world examples to give participants the confidence to respond appropriately and responsibly when safeguarding issues occur.
Book your place here!