Events

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 roadshows provide independent analysis, commentary and insight covering a comprehensive range of areas and industry topics - including funds and retirement.

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

It's all about Income - Defaqto webinar

Online via BigMarker

Welcome to our on-demand CPD webinars that have replaced the April Income roadshows. Our experts from Downing LLP, Schroders, Seneca Investment Managers, and UBS Wealth Management have put on webinars that take you through the considerations when generating income for your client’s needs. Given the current conditions generating income with the increased market volatility is more challenging.

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