Mind Over Money: Retirement Workshop - November 2025
Mind Over Money - Retirement Workshop: How understanding behavioural traits helps you better match suitable retirement products to your clients that go beyond a simple risk score.
Explore client-centric retirement solutions with four leading providers:
-
Guaranteed Income - JUST
-
Smoothed Funds - M&G
-
Natural Income - Sarasin
-
MPS for Retirement - Canaccord
Come debate and discuss how each solution can best help your client to a good outcome based on their personality. Enhance your approach to client-centric retirement advice with this truly unmissable opportunity.
“Clue: it’s not that you are a 4/7 on a risk profiler output”
What you'll experience:
-
NextWealth insights: Exclusive research on how clients view risk in retirement advice.
-
Dragons’ Den showcase: Providers pitch solutions using Oxford Risk personality measures.
-
Interactive breakout: Discuss and debate whether the pitches meet client needs, beyond traditional risk ratings.
-
Exclusive consumer-tested results: Get follow-up insights shared only with attendees.
-
Networking & lunch: Connect with peers and gain insight into the latest retirement products.
What you’ll receive
- Exclusive access to NextWealth’s consumer research – both pre-event findings and post-event testing results (only available to attendees) to support due diligence
- A CPD certificate
- Clear client outcome product definitions, giving you language you can use in suitability letters
- Free 3-month free trial of Oxford Risk’s Investor Compass suitability solution
Who should attend:
Advisers, planners, paraplanners and compliance professionals and/or anyone working in a financial advice firm, who want to build a more meaningful, client-centric approach to risk in decumulation.
Dates & Locations:
-
4th Nov 2025: London – Ironmongers Hall, EC2Y 8AA
-
5th Nov 2025: Birmingham – The Grand Hotel, B3 2FE
-
11th Nov 2025: Bristol – Harbour Hotel, BS1 1HT
-
19th Nov 2025: Manchester – Kimpton Clocktower Hotel, Oxford St, Manchester M60 7HA
-
20th Nov 2025: Leeds – Royal Armouries Museum, LS10 1LT
Book your space now!
Questions? Contact Sham at Sham@nextwealth.co.uk