Our events are aligned with our mission to help people make smarter financial decisions, with confidence. Whether you're an adviser, provider or intermediary, explore our upcoming sessions below:
PROVIDERS
Defaqto Conference 2026: The Data of Record
16 September 2026 | 09:30 – 17:00 | County Hall, London SE1
How independent, verified market data is becoming the defining competitive advantage in financial services.
A day of sessions built around the decisions that pricing, product, underwriting, compliance and technology leaders actually face. Exclusive access to Defaqto market data, guest speakers lending fresh views, the Insurer of the Year awards prize giving and time to catch up with peers. Hosted by Declan Curry.
Register now
ADVISERS
DFM Digital Series
8 and 9 September 2026 | 10:00 - 11:45
Join Defaqto’s sixth annual DFM virtual event, our flagship programme for advisers exploring the latest insights, trends, and practical guidance on multi-asset and model portfolio services (MPS).
Taking place online across two mornings, 8–9 September (10:00–11:45), the event brings together leading industry experts to share timely analysis and fresh perspectives.
FREE for advisers | 2.5 hours of structured CPD
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ADVISERS
Autumn adviser conference 2026
Wednesday 11 November | British Motor Museum, Warwick
The new rules of wealth, investment and retirement: 2027 and beyond
Why attend?
The financial planning landscape is changing rapidly. With major pension and inheritance tax reforms due in April 2027, alongside an evolving political and economic environment, now is the time to prepare. Join leading experts for a day of practical insight, technical guidance and thought-provoking discussion to help you stay ahead of the changes.
You'll leave with:
- A clear understanding of the April 2027 pension and inheritance tax changes.
- Insight into the political and economic trends shaping client advice.
- Practical decumulation strategies for sustainable retirement income.
- The knowledge to identify and avoid common planning pitfalls.
Register now
ADVISERS
Harrogate Investment Conference
18 November 2026 | 11:15 - 11:00pm | Rudding Park, Harrogate
Deepen your insights and broaden your horizons at the RSMR Harrogate Investment Conference 2026.
Expand your market perspective and sharpen your strategic edge with insights from leading industry voices – all set against the stunning backdrop of Rudding Park for a day and evening you won’t forget.
FREE for advisers | 3.5+ hours of structured CPD
Register now
ADVISERS
RSMR Better Business Virtual Panels
10 March - 1 December 2026
Elevate your knowledge and revolutionise your client interactions by tuning in to concise and independently moderated debates featuring leading experts, including RSMR’s renowned research team. CPD-qualifying.
See full event calendar and book your slots
What can we do for you?
Call us today on 01844 295 546 or email sales@defaqto.com and let's start a conversation.
