Welcome to the Retirement Planning Roadshow 2026

10th - 26th November

Coventry | Warrington | Harrogate | Bristol | London

The retirement planning landscape has rarely been more demanding. With pensions set to be brought within the scope of inheritance tax from April 2027, advisers face a rapidly closing window to review client estate plans and model the impact of one of the most significant pension reforms in a generation.

Meanwhile, ongoing market volatility continues to test decumulation strategies and income withdrawal assumptions. Sequence-of-returns risk has never been a more live conversation with clients. The FCA's focus on retirement income outcomes remains undiminished. Building on its Retirement Income Review, the regulator expects firms to demonstrate good practice across risk profiling, record keeping and the sustainability of income withdrawals – with Consumer Duty embedding those expectations into day-to-day supervision.

Professional Adviser's Retirement Planning Roadshow 2026 brings together leading speakers and providers across five UK venues for a morning of insightful presentations and Q&A, designed to equip your firm for the challenges ahead.

We look forward to you joining us for a busy morning of debate at one of our five venues this November.