It was a pleasure to welcome so many of you to the Defaqto Conference as we explored the future of retirement advice together.
The event brought together industry leaders and experts to share fresh perspectives, innovative strategies, and emerging trends—all aimed at helping advisers navigate an evolving financial landscape. Your engagement helped make the day a success, and we’re grateful for your contribution to the conversation.
At Defaqto, we’re proud to support the advice community. With one-third of IFAs using our Engage platform to manage over £50bn in annual recommendations, we remain committed to providing the tools and insights you need to deliver great outcomes for your clients. If you’d like to find out more, request a demo here.
Thank you again for being part of the conference. We look forward to seeing you to future Defaqto events.
Download keynote presentations from the day
- Paul Johnson, The Institute of Fiscal Studies: A Pension Reform: Unfinished Business
- Lothar Mentel, Tatton: Ten Years of Pensions Freedoms – Embracing the Economic Challenges of Today and Tomorrow
- Catherine Doyle, BNY Investments: Understanding and managing risk to retirement income
- Jonathan Lewis, Canada Life Asset Management: Retirement Income: CIP or CRP? That is the question
- Shane O'Brien, Aviva Investors: Remedies for Retirement
- Andy Parsons & Samantha Wallace, Defaqto: Defaqto Insights
"Another event that is well organised and very relevant using knowledgeable presenters giving clarity to some complex areas”
Peter Williams, Step-by-Step Financial Planners
"A fantastic range of information to support my business decisions when tackling the decumulation market”
Kelly Kilpin, Brookson Financial
“The event delivered real value – thought provoking content, great networking opportunities and strong energy throughout”
Ajay Badiani, Imperial Wealth Advisory
“Great event to gain new ideas to take away and use in my business to help clients towards their goals”
David Beckett, Alexander Green & Partners
We hope you’ll join us for our upcoming event this November - save the date invitations will be shared closer to the time.
In the meantime, stay connected with our latest updates and insights by following us on LinkedIn.
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