20th May 2026

BNY: The Client Landscape – Navigating Uncertainty, Anxiety and Change

The retirement landscape is evolving rapidly. While today’s retirees may appear much the same as before, their financial resources and confidence are shifting significantly. As reliance on traditional, secure income sources like defined benefit schemes and personal pensions declines, responsibility increasingly falls on individuals to manage their own retirement outcomes. This shift presents new challenges—and opportunities—for financial advisers.

Investments

Registration

Free Registration and CPD

Last chance to join: PruFund Power Hour

There's still time to register for Tuesday 25 August (15:00–16:00). Join M&G's experts for 60 minutes on what today's markets mean for your clients – covering concentration risk, retirement suitability, behavioural finance and the latest PruFund performance and EGRs. Includes 60 minutes of unstructured CPD.

How resilient is your Centralised Investment Proposition (CIP)?

Produced in partnership with Verve, this whitepaper sets out five practical prompts to help advisers review portfolio resilience, challenge assumptions and assess whether their current investment approach is prepared for an increasingly uncertain market environment.

Still time to register: Pensions and IHT

With under 8 months until most pensions fall into the IHT net, join M&G's Les Cameron on 20 August for a clear update on who'll face a liability, how it's paid, and case studies on reducing it – covering DGTs and loan trusts. Up to 90 minutes of CII CPD.

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