Retirement Matters - October 2025

Retirement Matters is a one-day conference considering the retirement ecosystem and offering an opportunity to increase client satisfaction and business growth.

It will update you on the latest thinking and innovative solutions as well as provide a review of the backdrop – demographic, economic and regulatory among which the aspects of retirement; healthcare provision, property wealth, tax (including inheritance provision), longevity, degrees of risk and regulatory oversight etc.. There is so much to discuss as all these areas impact the whole country economically and emotionally.

Who will be participating?

• Bringing together 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

• Beyond the Boardroom – engage in structured networking with a fresh approach, connecting with peers who share your challenges in retirement planning and wealth management

• Strategic collaboration – exchange best practices and tackle key industry challenges over an informal breakfast, seated lunch, and post-event drinks - because great ideas emerge through great conversations

• 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

• 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:

• Your business

• Your products and services

• Regulation

• Your clients

• 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.