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

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

Delegate Testimonials

Really interesting and informative day. Engaging speakers who made their subjects relevant and relatable.

Jill Roberts IFA Ascot Lloyd

A very good use of time, a good cross section of presenters and generic themes that are relevant to financial planning today. Very much hits the brief.

John Himsworth Financial Adviser True Potential Wealth Management

A very good use of my time.

Antony Mills Financial Planner Close Brothers Asset Management

Time well spent and I don't say that very often!

Nick Hampton Senior Adviser Oaklands Wealth Management

Really engaging sessions, well timed and organised. Practical on the ground support and knowledge. Left me with some key information and the ability for a structured follow up.

Emma Swainston Financial Adviser Primus Financial Solutions

These events provide a concise, insightful look at topical areas and provide the opportunity for post event contact/support.

Kelvyn Hatch Director Acumen Investment Solutions