Previous Events

June to July 2018 - Equity Release Lead Generation Workshops

Do you want to grow your Equity Release business?

As you know, the equity release market is going from strength to strength, with many clients recognising that their property wealth vastly exceeds their pensions, investments and savings.

Our Equity Release Lead Generation Workshops have been designed to help you start or grow your equity release business.

What you will learn

  • How to become the local area expert for later life lending
  • Create a new income stream
  • Grow your business through professional connections
  • Market your business in a structured and focused way

Register your interest

June 2018 - Equity Release Exam Workshops

Add the equity release qualification to your toolkit

The equity release industry is booming. Mortgage advisers who aren't qualified to give equity release advice run the risk of not providing their clients who are approaching, or in, retirement with holistic advice.

Our Equity Release Exam Workshops will get you ready to take your equity release exam and start giving more holistic advice to clients in, or approaching, retirement.

What you will learn

  • An introduction to equity release
  • Advice, applications and administration
  • Exam technique
  • How to apply your knowledge in the real world

These events have now ended, but you can still register your interest in our next series of Equity Release Exam Workshops

Register your interest

April to June 2018 - Navigating Volatile Markets Events

Preparing Your Drawdown Clients for Crashes and Corrections

At these CPD qualifiying (2 hours structured) seminars, delegates heard from experts from Retirement Advantage, Canada Life Investments and Investec Asset Management.

They provided insight into market corrections and crashes; how assets behave in these conditions, the challenges posed to your clients and ideas on how to mitigate these risks - helping clients remain calm and avoid short term thinking in such stressful markets.

Discussed on the day:

  • how market crashes and corrections work (and how they recover)
  • how different asset classes behave in volatile conditions
  • why crashes are particularly bad for people in retirement
  • how to use protected and cautious multi-asset funds to protect clients
  • how to help clients maintain calm and avoid short term thinking

Presentations available soon

October to November 2017 - The Drawdown Strategies Conferences

Give cautious investors the confidence to splash out in retirement

In a post pension freedoms world, finding a sustainable income for clients with differing size pots has become a challenge. Add to this many clients’ cautious approach and nervousness around market volatility and it’s clear why advisers are looking for strategies to boost their confidence.


  • Investing in an age of political uncertainty
  • A dynamic investment solution for income drawdown
  • The changing face of retirement income
  • Decumulation strategies for drawdown clients

Experts from Retirement Advantage, Columbia Threadneedle and Vanguard presented the latest thinking and insight to help address these challenges, including a unique look at decumulation strategies based on data modelling insights commissioned by specialists EValue.

View the presentations  Read the report

October to December 2016 - Exploring the post-Brexit Retirement World nationwide events

Our nationwide events were designed to arm advisers with an insight and analysis to navigate these changes by covering the following areas:  

  • The outlook for markets and asset classes
  • What does a new world retirement solution look like?
  • Investment drawdown post-Brexit: pitfalls, guidance and how to construct the right portfolio
  • How to diversify by protection level, from 0% through to 100%

Featuring a host of speakers from Square Mile and Vanguard our keynote speaker - James Landale, BBC News joined us at a few of the venues and spoke about the wider implications of Brexit. 



We are pleased to share the presentations and Exploring the post-Brexit Retirement World brochure from this event. You can also download our second report from our Retirement Sentiment Index series, which focuses on flexibility and how that concept fits into the post-pension freedoms world.
Your guide to navigating clients through uncertainty  Event Presentations Retirement Sentiment Index - Flexibility 

If you would like to hear more about our products then you can speak with your local Business Development Manager.

Alternatively, call our sales team on 0800 912 9945

Gleneagles venue


West Midlands Safari Park

The Lowery Hotel



February 2016 - The future of retirement planning conference Hosted by Retirement Advantage at The Shard, in London.

This fully subscribed event was dedicated to supporting advisers in today’s dramatically changing retirement landscape. Advisers were provided with a varied programme from various industry speakers, including celebrity speaker – Sir Clive Woodward OBE.

We are pleased to share Andrew Tully’s presentation from this event on The Retirement Account. These 6 bite-size videos cover life after Pensions Freedom and looks at how our blended product could be beneficial to your clients at retirement.

Watch Andrew Tully's videos from this event 
If you would like to know more about The Retirement Account complete our simple contact form and we will be pleased to have a Business Development Manager arrange a convenient time to speak with you – Contact form 





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