Snippet of Winning Advisers Findings - April 2026

A couple of findings from the April event include:

Planning beyond retirement

Clients need to understand what they can afford to spend, rather than simply focusing on preserving assets. Cashflow modelling, lifestyle stress testing and family discussions can help give clients confidence to use their wealth more effectively during their lifetime.

Rethinking income, risk and decumulation

Retirement planning is becoming increasingly personalised. Successful outcomes will depend on combining technical expertise, investment design, tax planning and behavioural coaching to help clients navigate both financial and emotional decisions throughout retirement.

These themes will continue at the Festival, alongside the wider questions shaping advice firms, their clients and the future of the profession.