Retirement Matters is a one-day conference exploring the full retirement ecosystem, designed to help increase client satisfaction and drive business growth.
It offers a chance to engage with the latest thinking and innovative solutions, alongside a review of developments across the broader financial sector and how these compare to trends within the retirement landscape.
Who will be participating?
- Decision makers from UK financial advisers and wealth managers. This will include Heads of Business, Heads of Proposition, Financial Planners and Relationship Managers, and Paraplanners
What does it cost?
- Participation is by invitation only, there is no fee to attend and is CPD accredited
Benefits of attending - how the event is shaped
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Beyond the Boardroom – engage in structured networking with a fresh approach, connecting with peers who share your challenges in retirement planning and wealth management
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Strategic collaboration – connect with peers over informal breakfast, lunch, and post-event drinks; it's a chance to share practical insights, tackle industry challenges, and spark the conversations that drive real change
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Visionary inspiration – gain insights from leading keynote speakers who know everything about the latest trends that are shaping the retirement, from investment strategies to longevity and regulatory change
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A tailored experience – build your own agenda with roundtables and discussions focused on the retirement topics that matter most to you and your clients
Be captivated by exclusive upcoming roundtable discussions that include:
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Your business
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Your products and services
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Regulation
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Your clients
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Working together
Get ready for a day like no other - where the sharpest minds of the good and the great of the industry to thrash out the challenges in the retirement space come together to challenge thinking, spark debate, and uncover the next big opportunities.
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Chief Executive & Senior Partner
2 Plan Wealth Management Limited
,Proposition Director
2 Plan Wealth Management Limited
,Wealth Proposition Consultant
2 Plan Wealth Management Limited
,Managing Director
3173
,Chief Technology Officer
7IM Investment and Retirement Solutions Limited
,Managing Director, Corporate & Strategy Development
AWS Financial Solutions Limited
,Paraplanner
Ablestoke Financial Planning - part of Quilter Network
,Client Account Executive
Ablestoke Financial Planning - part of Quilter Network
,Financial Adviser
Activus Wealth
,Director
Age Wage
,Director
Amber River
,Chartered Financial Planner
Amber River
,Head of Technical
Appleton Gerrard Private Wealth Management
,Chartered Financial Planner
Arbuthnot Latham & Co Ltd
,Wealth Planner
Argentis Financial Planning Ltd
,Advice Manager
Benchmark Capital
,Wealth Planning Director
Benchmark Capital
,Head of Business Operations
Blackstone Moregate Ltd
,Chief Executive Officer
Bordier & Cie (UK) PLC
,Head of Wealth Planning
Broom Consultants Ltd
,Director
Burlington Associates Ltd
,Compliance & T&C Manger
Canaccord Wealth
,Stockbroker
Charles Stanley & Co Ltd
,Director CSD Advice and Guidance
Charles Stanley & Co Ltd
,Managing Director - Charles Stanley Central Financial Services & Chief Client Officer
China Construction Bank (London) Limited
,Financial Crime Executive
Church's Financial Planning
,Managing Director
Citi Private Bank
,Head of Wealth Planning
City Asset Management Plc
,Director, Head of Financial Planning
City Asset Management Plc
,Paraplanner
Clarity Wealth Management LLP
,Independent Financial Adviser
Continuum Wealth Ltd
,Senior Paraplanner
Coutts & Co
,Head of Financial Capability
Coutts & Co
,Managing Director
Crowe Financial Planning UK Limited
,Compliance Director
Dartington Wealth Management Limited
,CEO
Defaqto Ltd.
,Wealth Analyst/Consultant
Defaqto Ltd.
,Head of Investment & Protection
Emery Little Wealth Management Limited
,Paraplanner
Emery Little Wealth Management Limited
,Paraplanner
Enterprise Financial Services UK Ltd
,Director
Fairstone Financial Management Ltd
,Principal/Financial Planner
Financial Care Solutions Ltd
,Financial Planner
Fingerprint Financial Planning
,Financial Planner & Principal Partner
Forvis Mazars Financial Planning Limited
,Partner, Financial Planning
Generation Financial Services Ltd
,Director
HBL Bank UK
,Executive Head of Wealth Services
HFMC Wealth Management Ltd
,Chartered Financial Planner and Senior Technical Consultant
HFMC Wealth Management Ltd
,Private Client Adviser & Technical Consultant
HSBC Bank Plc
,Senior Customer Journey Lead - Build Investments & Financial Planning
Handelsbanken plc
,Wealth Business Controls Manager
Haven Paraplanning Ltd
,Director/Paraplanner
IPS Capital LLP
,Head of Wealth
In Partnership Financial Advisers Limited
,Chartered Financial Planner
Independent
,Former Head of Financial Planning
Independent Consultant
,former Head of Advice Proposition
Independent Financial Strategists Ltd
,Director
Independent Living Specialists Limited
,IFA
Isio Wealth Planning
,Consultant
Isio Wealth Planning
,Head of Wealth
Just
,Investment and Financial Planning Director
Kenwell Financial Ltd A/R Clarity Wealth Management LLP
,Head of Financial Wellbeing
King Financial Planning - AR of Tavistock
,Managing Partner
King Financial Planning - AR of Tavistock
,Paraplanner
Landmark IFA Ltd
,Paraplanner
Lynas Vokes Investments Ltd
,Managing Director
M&G Wealth
,Proposition Manager
M&G Wealth
,Wealth Graduate
MASECO Private Wealth
,Partner & Wealth Manager
MI Capital Research Limited A/R Defaqto
,Head of Research
MWA Financial
,Partner Private Wealth
Mattioli Woods Plc
,Managing Director - Business Development & Marketing
MetaWealth
,Manager
Money and Pensions Service
,Policy & Propositions Manager
My Time Pension
,Co Founder and CEO of My Time
Nedbank Private Wealth
,Senior Wealth Planner
New Leaf Distribution
,Paraplanner
Nicholls Stevens (Financial Services) Limited
,Managing Director
Oakfield Financial Services Limited
,Paraplanner
Oakfield Financial Services Limited
,Managing Director
Octopus Money
,Head of Digital Retirement
PK Financial Planning LLP A/R Shackleton
,Director
Paradigm Norton Financial Planning Ltd
,Head of Technical
Parmenion Capital Partners LLP
,Intermediary Distribution Director
Pennymatters Limited
,Independent Financial Adviser
Pension Potential
,Managing Director
Pharon Independent Financial Advisers Limited
,Paraplanner
Phoenix Life Limited
,Head of Retirement Propositions
Pi Financial Ltd
,Business and Development Director
Prime Wealth Solutions
,Managing Director
Quilter Financial Planning
,Paraplanner
Quilter Financial Services Ltd
,Paraplanner
RBC Brewin Dolphin Limited
,Planner - Wealth Planning
RSMR
,Director
Rathbones Group Plc
,Director of Propositions & Service Experience
Rathbones Group Plc
,Senior Paraplanning Lead
S4 Financial Ltd
,Paraplanner
Salisbury Financial Services Limited
,Chartered Financial Planner
Saltus Partners LLP
,Partner
Saltus Partners LLP
,Partner & Regional Director
Sesame Bankhall Group
,Chair
Shackleton Advisers
,Head of Advice Process and Proposition
Shared Objective Ltd
,Paraplanner
Simpson Wood (Financial Services) Limited
,Compliance & Operations Director
Strategic Solutions Financial Services
,Partner & Chartered Financial Planner
Suffolk Wealth Management Ltd
,Financial Adviser
Tavistock Investments Plc
,Corporate Development Director
The Penny Group London LLP
,Client Service & Paraplanner Manager
The Premier Partnership Limited
,Director
The Superbia Group
,Head of Financial Planning
Timothy James and Partners Ltd
,Director
Timothy James and Partners Ltd
,Financial Adviser
Timothy James and Partners Ltd
,Director
Timothy James and Partners Ltd
,Director
Titan Wealth Planning
,Head of Proposition
True Potential Investments LLP
,TBC
True Potential Wealth Management LLP
,Wealth Management Partner
True Potential Wealth Management LLP
,Paraplanner
Unbiased
,Financial Adviser
Walden Capital
,Trainee Financial Adviser
Walden Capital
,Director
Wardour Financial Planners Ltd
,Director
Wealth Wizards
,Head of Personal Advice
Wesleyan Financial Services Ltd
,TBC
Which?
,Partnerships Manager
Wise Investment
,Head of Paraplanning
Wise Investment
,Senior Financial Planner
Wren Sterling Financial Planning Limited
,Director of Risk & Compliance
Catalyst Partners
,Director
Catalyst Partners
,Partner
Independent
,Project Director
JoyndUp Ltd
,Director
Ocorian (UK) Limited
,Consulting Lead
Silverback Consultancy
,Associate
Zero2one Wealth Limited
,Managing Director
Event’s latest information
View Draft Agenda and Schedule of the Day
Sponsors
An excellent and timely event, which covered a whole range of relevant topics about the retirement sector
Non-Executive Director , Canaccord Genuity Wealth Planning Ltd
From our September 2024 Event
Clare Frost
Conference and Delegate Relationship Manager
