The product, industry and regulatory landscape are hugely complex and constantly evolving.

We run a range of events for financial advisers to help maintain your product knowledge and keep you up to date with key industry and regulatory developments - ultimately, helping reinforce the value you offer clients and supporting your delivery of compliant advice.

Our conferences, roadshows and webinars provide independent analysis, commentary and insight covering a comprehensive range of areas and industry topics - including discretionary fund management, funds and retirement.

Defaqto events are typically accredited by the Chartered Insurance Institute (CII), Personal Finance Society (PFS) and Chartered Institute for Securities and Investments (CISI) towards continuing professional development.

Spring Roadshow — Income and retirement

20-28 April 2017 Stirling, Ascot, Cardiff, Mere Knutsford, Barnsley

Advising clients in retirement today is about using multi-option solutions that are individually tailored to their requirements rather than just pension planning. Our roadshow provides advisers with strategies to support their clients in generating the required level of income throughout retirement.

Find out more Register Now

Investment Conference

Tuesday 23 May 2017

This unique conference will look at change from several perspectives by bringing together the UK investment and adviser community to discuss, question and debate the current investment climate, risks, developments and opportunities.

Find out more Register Now

Share this