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EV Adviser Roadshow 2022 - Updated events details

29 September 2022
The Adviser Roadshow 2022 is coming to Glasgow, London and Birmingham, 12th Oct, 8th Nov &16th Nov! Places are free (while available) - inflation proof your advice, earn over 2 hours of CPD training and enjoy a tasty breakfast and lunch on us! 
 
The rising cost of living, inflationary pressures on client portfolios, delivering sustainable income levels and regulatory change are all creating a melting pot of uncertainty for advisers today. These pose tough questions for financial advisers and clients, especially regarding retirement income drawdown planning.

The Adviser Roadshow 2022 will help you as advisers and para-planners to better understand the current environment and what you can do to enhance your retirement income advice service.
 
At each event, we are pleased to offer delegates over 2 hours of CPD training.

What's the benefit to you and your business? 

  • Understand the background to RPI and CPI measurements to confidently answer client concerns on rapid inflation rates
  • Equip yourself with the planning considerations to help clients through this time of turmoil
  • Learn the link between vulnerable circumstance and vulnerability in clients, the red flags to watch out for, and how to ensure future income planning is robust in the face of high inflation
  • Have an introduction on how to support post retirement age clients with a look at 2 specific vulnerability factors – cognitive decline and bereavement
Explore the theory of lifecycle investing. Fully understand the contrast between risk profiling and the different investment approaches for accumulation and decumulation. Feel rest-assured you can accurately assess your clients' 'Income at Risk' and other important measurements to inform a vigorous income strategy for retirement investing.

Visiting three major cities across the UK, the Adviser Roadshow 2022 will provide a basis for you as advisers and para-planners, and your businesses, to help clients through these challenging times. We are visiting:
 
Glasgow - Wednesday, 12th October - The Corinthian Club
London - Tuesday, 8th November - Museum of London
Birmingham - Wednesday, 16th November - Hotel Du Vin

Timings on the day:
Breakfast from 8:30am
Presentations and Q&As 9am - 12pm
Lunch served until 2pm

On the day you will hear from a selection of speakers, including…

Register now for your preferred location by clicking on the banner below:


8 December 2023

2023: Another momentous year for markets


8 December 2023

2024 investment outlook


7 December 2023

The 2023 Nucleus UK Retirement Confidence Index


4 December 2023

Paradigm's brand new Technology hub is here


4 December 2023

New service for advisers - Do you have UK clients with overseas assets/liabilities?


30 November 2023

Defaqto Upcoming events - Engage virtual


28 November 2023

Deepbridge Celebrate 2023 Growth Investor Awards Success


22 November 2023

5 reasons why EIS deployment timescales are so important


21 November 2023

November 2023 Asset Allocation Changes: Bonds looking better


20 November 2023

Blackfinch portfolio company Tended named ‘one of the best inventions of 2023’ by Time Magazine


10 November 2023

Value tracker: Where are the cheapest/most expensive stock markets?


9 November 2023

The Asia opportunity – looking for smarter growth


3 November 2023

The big headlines of quarter 3 2023


1 November 2023

Just launched: Octopus Titan VCT


24 October 2023

Understanding Portfolio Management


17 October 2023

It is fair to say that 2023 to date has been a slow year across the Venture Capital (VC) sector


11 October 2023

VCT’s evolving client profile: take another look at your client bank


6 October 2023

Death Benefits


5 October 2023

intelliflo - Building stronger client relationships through technology


4 October 2023

Puma Investments opens £50m fundraise for Puma VCT 13


3 October 2023

Family wealth planning - connected through you


29 September 2023

How well do you know your clients? (Survey + Amazon voucher offer)


25 September 2023

NOW OPEN – Octopus AIM VCTs are open to new investment


14 September 2023

Defaqto ‘Asset allocation – stick or twist’ roadshow


1 September 2023

New maternity law – are you ready?


17 August 2023

Artificial Intelligence: Jobs created or jobs destroyed?


10 August 2023

The big headlines of the second quarter 2023


7 August 2023

Cashflow modelling integral to the advice process


2 August 2023

Asian and emerging markets


28 July 2023

Investment Intelligence Seminars


25 July 2023

Embrace technology to focus on the value of advice


25 July 2023

Emerging-market debt: a potential source of protection and diversification?


21 July 2023

2023 Mid-year Investment Outlook


18 July 2023

25 years of the £2 coin - worth half its value to UK consumers since circulation


5 July 2023

Product and Platform Switching and The Consumer Duty


28 June 2023

How do we invest in the ESG themes range


16 June 2023

eAdviser Index proves the transformative power of technology


8 June 2023

10 tips for the countdown to Consumer Duty


1 June 2023

The easiest financial product to promote


31 May 2023

Invesco's flexible approach for navigating market uncertainty


15 May 2023

Our platform, your way


26 April 2023

Defaqto Spring Roadshow


24 April 2023

Adding value for your clients – Cash flow planning


21 April 2023

PruFund Growth and PruFund Cautious Client Facing Reports


19 April 2023

Puma VCT 13 hits £50 million fundraising target


17 April 2023

Book your free office lunch today


13 April 2023

What next for Open Banking?


22 March 2023

The future of adviser technology


14 March 2023

Property Insight: Commercial Real Estate is always late!


28 February 2023

Technology and the advice journey


23 February 2023

Get ready for tax year end


21 February 2023

Capability, low-cost and choice -retirement planning made easier


3 February 2023

Tax Year End Prep – PRU are here to help


1 February 2023

NOW OPEN – Octopus Ventures Knowledge Intensive EIS Fund


18 January 2023

Listed infrastructure… to the rescue


17 January 2023

Defaqto Engage – CIC Compare