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 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.

Planning for income in retirement

24 April , 1-4 May 2018. Stirling, Cardiff, Solihull, Barnsley and Knutsford

The financial planning of income in retirement has been one of the most important changes over the last 10 years for advisers. It has changed from a single event to an ongoing retirement lifestyle, to having a wider range of options for generating income post Pension Freedoms.

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