Oxford Risk are proud to announce a series of CPD-accredited retirement workshops that will take place across five UK cities in November 2025.
The workshops in London, Birmingham, Bristol, Manchester, and Leeds, are aimed at UK financial advisers and wealth managers as they look to meet increasingly complex client requirements in retirement along with growing regulatory pressure from the Financial Conduct Authority (FCA), the UK’s financial regulator.
Financial advisers and wealth managers are invited to explore how behavioural traits help better match suitable retirement products to clients that go beyond a simple and traditional risk scoring system. Joining Oxford Risk and production partners, NextWealth, will be four client-centric retirement solution partners providing further narrative around the diverse subject of retirement:
Guaranteed Income - JUST
Smoothed Funds - M&G
Natural Income - Sarasin
MPS for Retirement - Canaccord
Please click here to register your place and join the debate to 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, where, along with networking opportunities, you’ll leave with consumer insight research and clear client outcome product definitions, giving you language that you can use across your suitability letters.
This event is perfect for 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
