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.

Summer Roadshow – DFM trends and innovations

27 June - 5 July 2017 Maidstone, Epsom, Cheltenham, Durham and Barnsley

The Defaqto June Roadshow will focus on the management of investment portfolios for clients. Looking at various strategies that can be recommended for both accumulation and decumulation, our roadshow will introduce suitable outcome based solutions for advisers to use.

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