Welcome to the Retirement Planning Roadshow 2023

14th - 23rd November

Harrogate | Warrington | Birmingham | Bristol | London

Advisers are in the midst of balancing competing needs as they pursue improved retirement readiness for clients alongside the complexities of new regulation. High inflation and market volatility have left 2023 firmly under the cloud of potential recession and it has never been more vital that advisers make the most of positive opportunities.

The introduction of the Consumer Duty this year has opened the door to a brand new approach to retirement planning. We have gathered some of the industry’s best experts to dive deep into what this balance between regulation and economic reality looks like.

Professional Adviser’s 2023 Retirement Planning Roadshow will include presentations from leading providers and specialist Q&A sessions to break everything you need to equip your firm to operate the most effective retirement advice processes it can.

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

Tuesday 14th November - Harrogate - Rudding Park Hotel

Wednesday 15th November - Warrington - The Park Royal Hotel

Thursday 16th November - Birmingham - National Conference Centre

Wednesday 22nd November - Bristol - Leigh Court

Thursday 23rd November - London - One Whitehall Place

Event learning objectives:

  • To improve delegate understanding of the key issues and trends in the financial advice market
  • To network and develop relationships with peers in the industry
  • To participate in Q&A sessions with industry experts and other financial services professionals


      Professional Adviser welcomes delegates with the following job titles:


       Independent Financial Advisers

      Investment Advisers

      Investment Managers

      Financial Planners

      Wealth Managers

      Directors/CEOs of Financial Adviser Companies

      *Please note we only accept 2 delegates per company


      For sponsorship queries:
      Andrew O'Kelly
      Business Development Director
      07973 552381
      For sponsorship queries (Life COs):
      Kim Harris
      Business Development Manager
      0207 484 9786
      For sponsorship queries:
      Chris Watters
      Business Development Director
      For registration queries:
      Aaron Nursimooloo
      Senior Delegate Research and Recruitment Executive
      +44 (0) 207 484 9777
      For marketing queries:
      Jasmine Parmar
      Marketing Executive
      020 7494 9782
      For logistics queries:
      Emily Hayward
      Head of Event Operations
      0207 484 9753
      For logistics queries:
      Velvet Melville
      Senior Event Manager
      0207 484 9839