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Personal Insolvency Forum - London 2024

NATIONAL EVENT - R3 are excited to announce the Personal Insolvency Forum, taking place in London on 22 February 2024.

This event has now reached capacity. Please email [email protected] to be added to our waiting list. 
R3 are excited to announce the Personal Insolvency Forum, taking place in London on 22 February 2024! This one-day forum will cover the key issues that insolvency practitioners face, providing practical insights and technical updates on the everyday challenges within personal insolvency cases.
Our aim for this Forum is to provide you with an opportunity to engage with these key policy matters within the personal insolvency sector. You can look forward to an update from the Insolvency Service alongside other topical sessions including: personal liability of directors, looking after your colleagues in stressful case situations and more. The Forum offers lots of networking opportunities for you to build new connections and catch up with previous acquaintances – including our networking drinks reception at the end of what should be an engaging and informative day.

Book your place now and earn 5 hours CPD for attending.  
Session Time Session Title  & Description

09:00 – 09:30

Registration and coffee

09:30 – 09:40

Welcome remarks 


Mark Davies, Head of Restructuring & Insolvency, Aaron & Partners LLP - view bio

09:40 – 10:10

Insolvency Service update 

In 2022 the government commenced a comprehensive review of the personal insolvency framework. This session recaps the findings to date from the Insolvency Service's call for evidence and its work in the area of personal insolvency, and will provide you with an advance look at some of the next steps in the coming year.


Andrew Shore, Assistant Director (Strategy, Policy and Analysis Directorate), The Insolvency Service - view bio

10:10 – 11:00

Wellbeing: Looking after your colleagues in stressful case situations 

The job of an Insolvency Practitioner involves dealing with individuals in sometimes desperate situations. People deal with stress in different ways but it is important to remember that your own staff need looking after when dealing with stressful situations. Whether it is a disgruntled workforce, an angry creditor or individuals faced with losing their way of life we need to be able to spot when out staff are not coping and signpost them to where they can talk or seek help. It is a not a weakness for staff to say that they need help. Equally it is strong leadership to spot where help is needed or would be appreciated.


Caroline Waran, Mental Health Trainer & Consultant, 3 Eggs Training - view bio

Nick O'Reilly, Director, MHA - view bio

11:00 - 11:20


11:20 – 12:00

Investigations skills 

This session aims to provide you with practical tips drawn from real-life experience which will assist you in designing and implanting focussed investigations.


Dominic Dumville, Partner, Mercer & Hole - view bio

12:00 – 12:45

Advertising/ethics of getting work in and how IPs promote themselves 

From having a PO Box address to getting on the OR Rota, or to paying an accountant for assistance with the Statement of Affairs, there is a long history of IPs complaining about the way in which their competitors get their work. But is it true, and do we help ourselves by making these allegations about each other?


David Holland, Chief Inspector, Insolvency Practitioners Association - view bio

Stephen Hunt, Partner, Griffins - view bio

12:45 - 13:45

Networking lunch

13:45 - 14:30

Best advice to debtors 

Debtors seeking assistance from the insolvency profession come in all shapes and sizes, for a variety of reasons and from a wide range of sources.  This session will update practitioners on the latest changes to SIP 3, debt packagers fees and the FCA Consumer Duty.  Three IPs bringing with them different experiences from across the profession will then apply the concept of best advice to the wide range of situations and clients we are faced with in practice.


Julian Donnelly, Managing Director, James Rosa Associates - view bio

Laura Prescott, Director of Insolvency and Compliance, JT Maxwell - view bio

Mark Sands, Head of Insolvency, Apex Litigation Finance - view bio

14:30 – 15:10

Personal liability of directors   

This session aims to focus on the ways in which directors of insolvent companies can be liable for a range of debts whether as a result of guarantees, indemnities, overdrawn loan accounts or where they can be made personally liable for the tax debts of a company. What you need to know to understand and help properly advise directors facing personal indebtedness resulting from a variety of claims. The session will be presented by a senior IP and a tax specialist. 


Charles Turner, Partner, Opus LLP - view bio

Matt Webb, Director, Teneo - view bio

15:10 – 15:30


15:30 – 16:10

Personal insolvency: The creditors perspective  

Lee Usher and Peter Wallwork joined Trustfolio having spent the majority of their careers working for or closely with large Creditors. Their knowledge of that sector has helped shape Trustfolio’s Creditor Debt Solutions Platform, enabling Creditors to better engage with IPs. They join the forum to share ‘The Creditors’ Perspective’. 


Jack Randall, Debt Policy Advisor, HMRC Debt Management Strategy - view bio

Lee Usher, Creditor Services Director, Trustfolio - view bio

Peter Wallwork, Non Executive Director, Trustfolio - view bio

16:10 - 16:40

Legal update 

Join Louis Doyle KC for a review of the key legal updates and what they mean for the profession.


Louis Doyle KC, Barrister, Kings Chambers - view bio

16:40 - 16:45

Closing remarks 


Mark Davies, Head of Restructuring & Insolvency, Aaron & Partners LLP - view bio

16:45 - 18:00

Networking drinks & canapes

Membership Type Price


£200 + VAT


£200 + VAT
Associate £200 + VAT

New professional

£150 + VAT
Non-member £250 + VAT

Sponsor to be announced!

When and Where
For more information please contact
R3 Training Academy Team
R3 Training Academy Team
020 7566 4229
Nicola PogsonNicola Pogson
Senior Events Manager
0203 987 9918
Mercedes LopezMercedes Lopez
Senior Events Organiser
020 7566 4236
Lottie CondronLottie Condron
Events Organiser
020 7566 4233
Richard BroekmanRichard Broekman
Events Organiser
0203 989 8774

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