Retirement is no longer a single milestone, but an evolving stage of life shaped by longer lifespans, changing aspirations, and increasingly complex client needs. Advisers frequently hold more rounded lifestyle conversations with clients to determine how a healthy financial framework underpins multiple elements of a happy retirement.

Our Summer Roadshow will explore how retirement planning is changing, with a focus on purpose and legacy, vulnerability and care, and the transition from accumulation to decumulation. Sessions will consider how advisers can help clients navigate later life with confidence, clarity and flexibility.

We’ll also explore real-life examples of cash flow planning and balanced risk investing, alongside how technology and AI are beginning to support more efficient, personalised client outcomes. Drawing on expert perspectives and practical insights, the programme is designed to equip advisers with the tools and thinking needed to deliver resilient, client-centred retirement conversations. 

Registration is free of charge for PFS members (non-members are welcome to attend their first event for free). Lunch and refreshments will be provided.

Our roadshows are designed for people in all roles – from financial planners to paraplanners and compliance specialists to back-office heroes. Do share this website with colleagues or team members who might benefit from attending.