Welcome to the Retirement Planning Roadshow 2024

19th - 28th November

Harrogate | Warrington | Coventry | Bristol | London


Advisers find themselves competing with the impact of market volatility, inflationary pressures and recent regulation, with Consumer Duty having recently had its first anniversary.

Meanwhile, a new Labour government is in power with potential policy changes set to make their mark on the UK’s economic landscape. Exactly what the 30 October Autumn Budget holds for advisers and the country remains to be seen.

Amid these shifts, advisers have also been getting to grips with what next after the lifetime allowance (LTA) abolition.

Coming just after the Autumn Budget, Professional Adviser’s 2024 Retirement Planning Roadshow will include presentations from leading providers and specialist Q&A sessions to equip your firm with the knowledge it needs to deal with challenges and stay ahead.

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

Tuesday 19th November - Harrogate - Rudding Park Hotel

Wednesday 20th November - Warrington - The Park Royal Hotel

Thursday 21st November - Coventry - Coombe Abbey Hotel

Wednesday 27th November - Bristol - Leigh Court

Thursday 28th 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

      WHO SHOULD ATTEND?

      Professional Adviser welcomes delegates with the following job titles:

      Advisers

       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

      Contacts

      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
      07899993925
      For registration queries:
      Aaron Nursimooloo
      Senior Delegate Research and Recruitment Executive
      +44 (0) 207 484 9777
      For logistics queries:
      Emily Hayward
      Head of Event Operations
      0207 484 9753
      For logistics queries:
      Velvet Melville
      Senior Event Manager
      0207 484 9839