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.

Income and Drawdown virtual event series

20/21/22 and  27/28 April.  On each day the sessions run from 10.00-10.45

Join Defaqto’s expert Pan Andreas and our four sponsors Momentum Global Investment Management, Schroders, UBS Asset Management and Wise Funds for the second virtual event series of 2021. Our focus will be on both Income and Drawdown adviser strategies for their clients. All of the speakers will be available for live Q&A after each session The five sessions will provide a total of 2 hours 30 minutes of CPD. Delegates can include this event towards the CII / Personal Finance Society CPD requirement should you consider it relevant to your professional development needs These events are exclusive to authorised investment advisers only (or officers of a regulated advice business).

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