Join us to discover the benefits of applying science to retirement. We’ll be discussing strategies designed to give better client outcomes and we’ve identified six key elements for a robust, repeatable and defensible retirement advice process.

These half-day sessions will include interactive sessions and guest speakers from Vanguard, FinalytiQ and contributions from Rory Percival. Keep checking back here as we confirm details of new speakers. 

By attending these Adviser Forums, you'll be able to:

  • Hear from a variety of speakers on the future trends and issues affecting decumulation advice.
  • Review your / your firm's decumulation strategy and identify potential improvements.
  • Get actionable take-aways to help make your advice processes more robust.

These half day forums will run from 9am until lunch at 1.30pm.

Register now to attend

Adviser Forums
Date Venue
10 October

Double Tree by Hilton Cadbury House, Frost Hill, Congresbury, Bristol, BS49 5AD

11 October

Tylney Hall Hotel, Rotherwick, Hook, Hampshire, RG27 9AZ

16 October     AMBA Hotel Charing Cross, The Strand, London, WC2N 5HX
17 October    Bedford Lodge Hotel & Spa, 11 Bury Road, Newmarket, Suffolk, CB8 7BX

18 October

Moor Hall Hotel & Spa, Moor Hall Drive, Four Oaks, Sutton Coldfield, West Midlands,
B75 6LN
30 October    The Mere, Chester Road, Knutsford, Cheshire, WA16 6LJ
31 October Rudding Park Hotel, Follifoot, Harrogate, North Yorkshire, HG3 1JH
1 November  The Westerwood Hotel & Golf Resort, 1 St Andrews Drive, Cumbernauld, G68 0EW

Register now >