What a year 2025 has been in relation to the SRA and all things Accounts Rules! At the start of the year we had the consultation on the client money and whether law firms should be holding it. At the moment we have the MoJ wanting to take our interest on client money to fund access to legal assistance for those who can’t afford it. In September, the SRA decided to put ‘on hold’ all things client money but only until the second half of 2026.
What does all of this mean in real terms, in particular to the conveyancing sector where access to client money to complete transactions is vital? What do other countries do to ensure completions take place on time and smoothly, in particular where law firms do not hold client money?
This one hour webinar, specifically for the conveyancing sector, will look at what has happened over the year and what we can do to be ready for 2026 including:
This webinar is essential viewing for anyone working in Conveyancing.
This webinar is suitable for all levels
- How it all started – should law firms be holding client money?
- What have law firms said about the proposals to stop them holding client money?
- What happens in other countries?
- Key accounts rules to consider:
- Rule 2.5 – returning client money ‘promptly’
- Rule 3.3 – using the client account as a banking facility
- Rule 5.1 – prescribed circumstances – residual balances
- Rule 7.1 – client interest
- Rule 11 – third party managed accounts (TPMA)
- What would all of this mean to the legal profession
- Why the MoJ want to take the client interest to fund access to justice
- How would it work in practice if a third party handled your client money transactions
- The future – how to prepare for autumn 2026
This live webinar contains a 45-minute presentation from Jo Morris, a 15-minute Q&A session where you can ask any questions you'd like directly to Jo. You can download your own copy of the presentation and resources to refer to during and after the live webinar.
You will be able to actively listen to the course and ask questions to the speaker.
This live webinar provides you with 1 hour of learning.
Attendees will receive a CPD certificate upon completion of this course.
The live webinar begins at 1pm.
The £59 +VAT price includes:
- 45-minutes of topical content
- 15-minute interactive Q&A
- comprehensive notes
- additional resources
Of course! Once you select the live webinar, you will have the option to select the number of tickets you want to purchase, then you can follow the instructions on the screen. Once your payment has been processed, you will then be asked to assign the tickets to those attending. Each delegate will then receive an email with instructions on how to finalise their booking.
Simply get in touch with info@formediagroup.co.uk to request an invoice, you will need to let us know which live webinar you are booking and how many attendees you need to book.
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About the speaker
Jo Morris
Jo Morris has almost forty years’ experience of working in solicitors’ practices from being a legal cashier, practice manager and risk and compliance training manager. Jo has been a freelance trainer and consultant since 2015 having previously been the Risk and Compliance Training Manager for a top 40 law firm.
Jo delivers training in many compliance topics including Anti-Money Laundering, Anti-Bribery Compliance, SRA Standards and Regulations including the SRA Accounts Rules and courses specifically designed for the MLRO/MLCO.
She is qualified NVQ assessor and holds a Certificate in Education for Teaching in the Lifelong Learning Sector.
She was highly commended in 2011 by the Legal Education and Training Group (LETG) in the category Best Programme for Lawyers for Solicitors Accounts Rules training. She was shortlisted in the Compliance Trainer of the Year category in the C5 Women in Compliance Awards in 2014.
Jo is also a Compliance Support Panel member and trainer for the Association of Legal Compliance and Accounts (ALCA)
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