The Liver Building

SRA Accounts Rules Update (online)


Speaker: Linda Lambert

Date: Tuesday 8th October, 2024

Time: 13:30 - 16:30

Areas of Law: Civil Litigation; Company & Commercial; Criminal; Employment; Family; Management; Personal Injury; Property; Wills, Trust, Tax & Probate


Course Code: S4796


Can’t make the date/time or need to revisit the training? No problem, booking onto this event means you will receive a link to access a recording of the event at your leisure! The link will be sent within approx 72hrs of live broadcast & be available for approx. 3 months, to view as many times as you wish.

How confident are you in your knowledge of the SRA Accounts Rules and how to apply them? The SRA expect you to have made decisions on how these rules should be applied in your practice and that such decisions are both followed and also reviewed on a regular basis.

Do you want to check in on the areas the SRA are looking at? Are you aware of the new(ish) SRA penalty fines that can be given, and which can still be applied when you self-report?

This online session will look at the current rules and advice from the SRA, and include a few workshop scenarios. Questions from the delegates will also be encouraged!

There is an expectation within the profession and in particular from the SRA that we (solicitors, staff, and consultants) follow and maintain certain professional standards. To maintain these, we also need to undertake some professional training on a regular basis. Why not make it the account rules for this year?

In the training we will look at all the rules, and will highlight areas such as residual balances, use of client funds, acting as a banker, billing and the proposed changes to Rules 4 and 10 that have for now been postponed.

This event will take place via Microsoft Teams. You can access via the app; Download Microsoft Teams Desktop and Mobile Apps | Microsoft Teams OR  via web browser; Join a Microsoft Teams Meeting by ID | Microsoft Teams (using Chrome or Edge).

Speaker Biographies

Linda has been working in legal cash offices for 35 years and has a wealth of experience at all levels from hand written systems as a sole cashier, to being a Practice Manager for medium sized practices. She works as a cashier and a consultant, both employed and freelance, alongside lecturing the SRA Accounts Rules.

The experiences gained over this career has helped to form her approach in implementing the SRA Account Rules to suit the firms she has and is working in.  The emphasis is to ensure all round compliance and to help the staff maintain a working and practical knowledge of the SRA Accounts Rules.


Member £110
Non-member £155
Training Passport Free
Note: 20% VAT added at checkout