EV Adviser Roadshow 2022

12th Oct, 8th Nov, 16th Nov

Glasgow, London, Birmingham

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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 EV 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 up to 2 hours of CPD.

Our team of experts will discuss the best ways to deliver suitable retirement income advice; providing a sustainable level of income to your client, navigating your client plans through an inflationary environment, and choosing the right investments based on your client income objectives.

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 EV Adviser Roadshow 2022 will provide a basis you and your businesses to help clients through these challenging times.

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 9am - 12pm

Lunch served until 2pm


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

Thank you - we look forward to seeing you!