

Following the publication of the FCA's thematic review of retirement income advice, the direction of travel from the regulator is clear. Advice firms will have to reassess their existing retirement strategies to ensure they’re fit for purpose.
We’ve geared up our experts for a series of half-day events to talk through the thematic review’s findings and what it means for you and your clients. These CPD-accredited events are a joint effort from our teams at Copia and Wealthtime, alongside the lang cat and Just, to offer key insight into providing better retirement solutions for advisers and investors.
These events are intended for professional advisers only.
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Our roadshows have started

You can pick from 17 locations across the UK in April and May. The events will discuss the implications of the review and more. We're already nearing capacity at some of our venues so book today to avoid disappointment.
Attendees will also receive our latest piece of research conducted in partnership with the lang cat. It explores how firms are managing their retirement propositions and why current approaches might change in the not-too-distant future.
When and where


















Market overview – what’s next for 2024?
Copia’s Senior Portfolio Managers will go over the year so far and give their thoughts on what might happen in the markets during the rest of 2024.
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Snapshot of the macro retirement landscape
The lang cat will be on hand to provide invaluable insight into the implications of the FCA’s thematic review and its impact on retirement income advice.

Innovation in decumulation
Just’s Yannis Katsis will discuss the impact of the review on guaranteed income and the role Secure Lifetime Income (SLI) products can play in drawdown portfolios.

Platform due diligence for your retirement strategy
As she celebrates her 30th year in financial services, Amira Norris outlines what you need from your platform of choice as we enter a new phase of retirement planning.

Addressing needs with a Centralised Retirement Proposition (CRP)
Tony Hicks will discuss how accumulation and decumulation portfolios differ and how purpose- built retirement portfolios are constructed to mitigate the key sequencing and longevity risks.
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Wealthtime and Copia Capital
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Copia Capital
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Amira Norris
Wealthtime
Rethinking retirement: 3 essential services for retirement planning today
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Wealthtime and Copia Capital Management are trading names of Novia Financial PLC. Novia Financial plc is a limited company registered in England & Wales. No. 06467886. Registered office: Cambridge House, Henry St, Bath, BA1 1JS. Novia Financial plc is authorised and regulated by the Financial Conduct Authority. FCA Number 481600.