Event
Reimagining Retirement Roadshows 2025
Throughout 2025 we will be hosting a series of in-person events for advisers across the country. Enjoy complimentary food and drink, gain valuable CPD points and learn more about our research-led approach to asset allocation and portfolio management.
Register your interest
2025 On a national scale across the UK
Event overview
Join us at our Reimagining Retirement Roadshows 2025 throughout March. We will be hosting a series of National Roadshow in-person events so join us and enjoy food and drinks whilst our speakers discuss Alpha FMC’s most recent white paper on Decumulation. Each event offers 2 hours of CPD.
The FCA’s current focus on retirement strategies reminds us that retirement is a watershed moment. Getting a retirement income strategy right is crucial for ensuring the financial well-being of everyone as they enter their "third age".
Join the experts from Charles Stanley and Alpha FMC as they explore the challenges of decumulation, and the potential solutions available to advisers, as highlighted in Alpha FMC’s most recent white paper Decumulation - it requires a different approach.
The research explores five key insight areas: regulation, the growth opportunity, the transition from accumulation to decumulation, approaches and investment strategies, and the role of centralised retirement propositions.
Eligible for 2 hours CPD
Nottingham
Tuesday 4th March
Register for this event
- When: Tuesday 4th March, 12:00pm to 15:30pm
- Where: The Marriott Delta Nottingham Belfry Hotel, Mellors Way Off Woodhouse Way, Nottingham NG8 6PY
- Contact: Tim Smith via email: tim.smith@charles-stanley.co.uk
Eligible for 2 hours CPD
Winchester
Wednesday 5th March
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- When: Wednesday 5th March, 12:00pm to 15:30pm
- Where: The Ivy Winchester Brasserie, 103-104 High Street, Winchester SO23 9AH
- Contact: Matthew Keen via email: matthew.keen@charles-stanley.co.uk
Eligible for 2 hours CPD
Sevenoaks
Thursday 6th March
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- When: Thursday 6th March, 12:00pm to 15:30pm
- Where: St Julians Club, Saint Julien Road, Underriver TN15 0RX
- Contact: Matthew Keen via email: matthew.keen@charles-stanley.co.uk
Eligible for 2 hours CPD
Bournemouth
Tuesday 11th March
Register for this event
- When: Tuesday 11th March, 12:00pm to 15:30pm
- Where: The Nici, West Hill Road, Bournemouth BH2 5EJ
- Contact: Nick Hendy via email: nick.hendy@charles-stanley.co.uk
Eligible for 2 hours CPD
Glasgow
Thursday 13th March
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- When: Thursday 13th March, Arrival for 10am for a 10:30am start - 12:30pm close
- Where: The Ivy, Buchanan Street, 106 Buchanan Street, Glasgow G1 2NB
- Contact: Stewart Littlejohn vai email: stewart.littlejohn@charles-stanely.co.uk
Eligible for 2 hours CPD
Edinburgh
Thursday 13th March
Register for this event
- When: Thursday 13th March, Arrival for 16:00pm for a 16:30pm start – 18:00pm close, with a buffet thereafter
- Where: The Register Club, Edinburgh Grand, 42 St Andrew Square, Edinburgh EH2 2AD
- Contact: Stewart Littlejohn vai email: stewart.littlejohn@charles-stanely.co.uk
Eligible for 2 hours CPD
London
Thursday 18th March
Register for this event
- When: Tuesday 18th March, 16:00pm to 19:30pm
- Where: Charles Stanley, 25 Ropemaker Street, London EC2Y 9LY
- Contact: Keith Arnold vai email: keith.arnold@charles-stanley.co.uk
Meet the speakers
Rebecca Stein
Head of Tailored DFM
Linkedin ProfileRebecca builds tailored investment portfolios for private clients and intermediaries, meticulously considering each client's unique circumstances for a truly personalised experience. Rebecca has over a decade of expertise in the financial services industry and is a Chartered Fellow of the Chartered Institute of Securities and Investments. Holding a Level 7 Chartered Wealth Manager Qualification, she possesses the comprehensive knowledge required to deliver exceptional service to her clients.
Tom Hawkins
Head of Intermediary Sales and Strategic Partnerships (South)
Tom joined Charles Stanley in September 2022 as Head of Strategic Partnerships. Prior to joining, he worked at Quilter for 22 years where he held a number of roles, namely their BDM working with national advice businesses and networks, the Regional Sales Manager for the SW region and he also spent 4 years as their Head of Marketing. Tom is responsible for developing new strategic partnerships with financial adviser firms in the UK to help them deliver standout investment solutions to their clients. Outside work, Tom loves to ski in the winter, play golf when the sun is out and run around after his 4 sons.
Michael Lawrence
Principal Consultant
Michael is a principal consultant for Bovill Newgate, a specialist financial services regulatory consultancy. He joined Bovill Newgate following 16 years at the FCA, most recently as a Technical Specialist in Consumer Investments supervision. During his time at the FCA Michael designed, led and delivered over a dozen thematic reviews; inputted to a range of key policy initiatives (including the Retail Distribution Review, The Financial Advice Market Review and the Consumer Duty), and helped develop the regulatory strategies for the financial advice and Consumer Investment sectors.
Michael has an in-depth understanding of the regulatory frameworks governing advised and non-advised pension/investment sales, product governance, complaints and redress. He advises clients from across the retail investment sector and beyond on a wide range of issues related to proposition design, suitability of advice, the Consumer Duty and dealing with the FCA. Michael also chairs the Consumer Duty Alliance’s Champions Forum.
Register your interest
To register your interest for our upcoming events, please complete the form. Alternatively, speak to your business development contact at Charles Stanley.
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Knowledge
Decumulation: it requires a different approach
Getting a retirement strategy right is crucial for ensuring the financial wellbeing of everyone as they enter their "third age". This report is designed to help you make informed decisions that align with your clients’ retirement goals.
Knowledge
Guide to working effectively with investment partners
Explore our latest IFA research with specialist research firm NextWealth, helping your firm navigate Consumer Duty, build efficiencies within the business and improve how you add value to the client relationship.