Citywire New Model Adviser Investment Retreat 2025

New Model Adviser’s Investment Retreat is back with a bang and this is your exclusive chance to be a part of the action!

Join us on 11 - 12 September at Pennyhill Park for 24 hours of brilliant keynote speakers, fascinating fund workshop and the chance to network with peers from all over the UK. Additionally, by attending, you can claim up to 6 hours of towards the CII/Personal Finance Society member CPD scheme.

We’ll be kicking things off with a buffet lunch and a chance to catch up before our first keynote speaker. Heidi Karjalainen is the Senior Research Economist for Retirement, Savings, and Aging at the widely respected Institute for Fiscal Studies. Heidi will be answering your questions on all things pensions policy, drawing on the  very latest research by the IFS.

It is then time to head to your workshops to hear more about the market from fund managers who know it best. After an investment-packed afternoon, it will be your chance to review the day and get ready for a delicious dinner and relaxed evening together.

Day two begins bright eyed and bushy tailed to hear from magician, presenter, marketing guru and Dancing on Ice contestant, Ben Hanlin. Ben will provide strategies and tips to engage with clients and enhance those crucial relationships at the heart of your business.

Learning objectives:

  • Describe the benefits of different asset classes and how they can be used in portfolio construction.
  • Explain pensions policy and how it can impact clients.
  • Identify and apply client engagement strategies to build and enhance client relationships.

Last year, we welcomed the community from all over the UK; from Cornwall to Inverness which makes this a networking haven that you don’t want to miss out on. Sign up today to avoid disappointment!

With best wishes,

AIDAN BANKS-BROOME - OCT 2022 (2)-photoaidcom-cropped
Aidan Banks-Broome
Audience Development Manager, New Model Adviser
AYESHA-KHAN---HUB-240-x240-photoaidcom-cropped
Ayesha Khan
Audience Development Executive, New Model Adviser

Register
11
September

12:20 - 13:20

Registration & Lunch

13:20 - 13:30

Welcome

13:30 - 14:30

Conference Session 1

14:30 - 15:00

Fund Group Workshop 1

15:10 - 15:40

Fund Group Workshop 2

15:50 - 16:20

Fund Group Workshop 3

16:30 - 17:00

Fund Group Workshop 4

19:30 - 20:00

Drinks reception

20:00 - 23:00

Table-planned dinner

12
September

08:00 - 09:15

Breakfast at Leisure

09:15 - 10:15

Conference Session 2 - Ben Hanlin

10:15 - 10:45

Fund Group Workshop 5

10:55 - 11:25

Fund Group Workshop 6

11:35 - 12:05

Fund Group Workshop 7

12:15 - 12:45

Fund group Workshop 8

12:45 - 14:00

Buffet Lunch

Register

Keynote Speakers

Speakers

Workshops