Are you transformation-ready? ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­    ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  
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Eclipse: News and views from the team at Verve

Hi there 👋

 

Well, there’s only one thing on my mind this rainy, turn-of-the-season Friday. The absolute joy that is the return to school next week! Just kidding - I will of course be bereft when I don’t have to juggle my 18th discussion of the latest Geometry Dash level alongside the 3,491 items on my task list.
 
No, the thing occupying my mind is, of course, Transformation! Or #VerveTransformation26 to give it its full name. 
Transformation prep!
Yep, the plushies, merch and branded bags are getting packed up. The programmes have been printed. And I’ve started scribbling inane ramblings that will form some sort of presentation on the day. It is full steam ahead. The week or so after the conference is always a great time for reflection on the how: how did we do, did things work as we thought, can we do better, how was the feedback?

But right now, a few days out, is a good time for reflection on the why. Why do we do this event each year. When we first launched it (launched for 2020, postponed until 2021) it was for two reasons:
  1. To bring together all the amazing, like-minded people that I regularly speak to, to help collaborate on ideas and help to evolve finance further, and
  2. Because there weren’t many other options out there for advisers.
The CISI and PFS conferences had lost some of their prior momentum and the only other options were intelliflo and the trade press ones. It felt like there was a real gap in the market to be bringing people back together and of course the post-pandemic era only increased that further.

However, if we look at our why now, the second point no longer stands. Since then, there has been a plethora of new annual conferences, from the Timeline extravaganza, to Fundment's inaugural event earlier this year. The PFS and CISI have scaled up and even Fintel have now launched a new one under their Owen James brand. It’s fair to say that advisers are not short of conferences to attend any more.

Which leaves it then to come back to the first point of our why - and the theme we are doubling down on this year which is the power of the collective.

 

We truly believe that working and collaborating together, sharing ideas, promoting finance and its importance, and an understanding of regulated advice to the wider world (as well as showcasing it as an incredible place to build a career), are more crucial to the profession than ever before.


And so, as we discuss the Transformation of finance, we’ll do it through the lens of the collective, and offer some tangible ways to ensure the future is a fantastic one for us all. Yes, there’ll be great speakers and delicious food and a few Verve tricks. But the measure of success, for me, will not be on the number of social media posts linked to the day (#VerveTransformation26 if you do want to share 😉) but on the subsequent impact we create and I for one am extremely excited to see that come to life.

So if you’re joining us on 8th September then thank you for taking the time out and I can’t wait to see you. And if you didn’t manage to get a ticket this year, fear not. While we’ll kick off our collective initiatives at the event, the ability to collaborate and be part of the movement will continue on far outside the day and we’ll share far and wide so that you too can be part of it.

You can find out more info below about the event, including the agenda and podcast bookings, as well as our musings on AI, some new discounts for clients and some techy stuff if you’re topping up your CPD 🤓

Finally, I know I’ve recommended it before but based on our new CFO (see below), celebrating my son somehow turning 10 tomorrow (sob) and our big company moment coming up, there can only be one beverage being consumed by me over the next couple of weeks.

Have a wonderful weekend all!
Cathi
p.s. I just watched the draft of our opening video while writing this and it brought tears to my eyes. It’s going to be a belter of a day!
Let's connect on LinkedIn
Catch me at:

📍 Transformation 2026 (eek!) - 08/09/2026

📍 AJ Bell Luminary - 06/10/2026

📍 GROW on Tour - October 2026

Client news
Fintegrate discount

NEW: Fintegrate discount

We've teamed up with Fintegrate to give Verve members 15% off their investment and portfolio tools, without the legacy software price tag.

Find out about Fintegrate 💫
AI think-tank

September AI think-tank

Bring your AI questions, wins and worries to an honest, members-only chat hosted by our Digital Lead, Chez Nevett. Spaces are capped at 30, so get in early.

Book a space ✅

Our musings
AI think-tank, what we've learnt

What we're learning about AI

After a year running our AI think-tank conversations with clients, Chez Nevett has pulled out some real lessons around where the trust in AI actually sits.

Read Chez's take 🤖
Directly Authorised

The truth about going DA

I get asked this all the time, what it really takes to go Directly Authorised, and why so many applications get rejected for the wrong reasons. Here's my top tips. 

Read my top tips 💡

Interesting stuff
Octopus Investments

Business relief at GROW on Tour

Octopus Investments join our free CPD roadshow this October to unpack why business relief matters more than ever for estate planning. Here's a preview. 

Read about the session 🤓
Financial Planning Club

Interested in taking the mic?

The Financial Planning Club are hosting a live podcast booth at Transformation, and we're opening up a limited number of 10-minute guest slots for delegates. 

Email Amanda Ford at FPC 💌

Let’s Get Social
Transformation Merch

12 days to go!

Packing up the Verve merch for Transformation is a big job. Our new CFO* has popped in to help... they have a suspiciously bubbly personality. 

Meet our new hire 👀
Plan your day

Transformation 2026 - the agenda

Want to start your own Transformation prep? Swipe through our agenda and plan your day. Speakers, breakouts and a live podcast; there's plenty in store!

Plan your day ✅

Events and CPD
AI think tank

AI think-tank: Members only event

Join Chez Nevett for an open conversation around AI in the industry

Join the chat 💬
BUILD

Business Relief and VCT & EIS legislation

Foresight & Blackfinch on recent market scrutiny and legislation changes

Save your spot 🙋
TALK

The Autumn Budget 2026, with M&G

Join us to unpack the first budget of the 'Burnham era' and its implications

Let's talk budget 📊
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