Adviser Forums

Managing the complexities of later life

7-23 March - Nationwide locations – CPD points

At our Adviser Forums (password: adviserforums) we'll focus on how financial planning can play a key role in helping clients get good outcomes no matter what stage of the retirement journey they’re at.

But it isn’t just the choices that your clients make ‘at retirement' that matter – it's the variety of important decisions that they must make throughout their retirement – an evolving journey that for many could last longer than 30 years.

The forums will be taking place at various locations around the country between 7-23 March 2017

Each forum will provide 2.5 hours of structured CPD and includes lunch.

For enquiries about our events, please give us a call on 01737 233315 or email us at

Find out more and register here > 
(don't forget the passwordadviserforums)

Please scroll down to see the nearest venue to you and a brief agenda for how the day will be structured.

Adviser Forums

Date Location Venue
7 March Falkirk Macdonald Inchyra Hotel
8 March Harrogate Rudding Park House Hotel
9 March Knutsford The Mere Golf Resort and Spa
14 March Birmingham The Belfry Hotel
15 March Luton Luton Hoo Hotel
21 March Bristol Aztec Hotel and Spa
22 March Basingstoke The Hampshire Court Hotel
23 March London Amba Hotel Charing Cross



09:30 - Registration
10:00 - Adviser Forum commences
13:00 - Adviser Forum concludes and lunch served
14:00 - Optional 1 hour Dementia Friends Information Session

Refreshments will be provided on the day.

To find out further information and to register your seat, please click here >  
(don't forget the passwordadviserforums)