Events

Upcoming events


Next Wealth hosts networking events and roundtables. Heather Hopkins is also a regular speaker at industry events. Below is a list of some of our upcoming events and speaking engagements.

NextWealth Breakfast Club 
11 September 2018
Location – TBD

The NextWealth Fund Distribution Breakfast Club is a quarterly networking event for heads of distribution and heads of retail at leading asset management firms to discuss business challenges and solutions under the Chatham House Rule. Please get in touch for more details.

Schroders UK Platform Awards
25 September 2018

Annual gala dinner recognising excellence in UK platforms and technology

Inside ETFs Europe
1 and 2 October 2018

I am chairing a panel on ETFs and the role of platforms. ETFs are not widely used by financial advisers. One of the major obstacles is platform technology and pricing. We’ll be discussing the progress that’s been made and what more needs to be done.

Women in Financial Advice Awards
10th October 2018
Location – Marriott Grosvenor Square 

The Women in Financial Advice Awards celebrate achievements of women working within the financial advice community and also the broader financial services sector in the UK. I am proud to be a judge at this year’s awards. Get your nominations in early!

From the workplace to waikiki: building better retirement solutions for all
11th October 2018
Location – Janus Henderson, 201 Bishopsgate
NextWealth and Richard Parkin Consulting are hosting a seminar, supported by Bravura Solutions, where we will present and debate the findings from two reports on the future of retirement. We will consider the impact of the Retirement Outcomes Review and what it will mean for the retirement industry. We will also present and debate findings from our survey of retirement advisers identifying areas where they can improve advice processes to create value for their clients and businesses.
Additional details including speakers and panelists is available on this Eventbrite invitation. Note that attendance is by invitation only and spaces are strictly limited. Please send us an email to request a space at the event.
PA360 North
17 October 2018
We are recreating the Great Platform Debate from the inaugural PA360 event on stage in Warrington. Join me, Hugo Thorman and Clive Waller as we live debate the future of platforms and hopefully give advisers some useful tips on what to look for in a platform partner and how to approach due diligence. I am sure we will also cover regulation and the Investment Platform Market Study.
NextGen Planners Conference
18 October 2018
Location – The Bridgewater Hall, Manchester
I am looking forward to speaking at the NextGen Planners Conference in Manchester. Topic to be determined but I’ll be sharing some fresh research with this fabulous audience.
The Investment Network
18th and 19th October

The Investment Network is a quarterly conference and pre-conference dinner bringing together senior leaders from platforms, financial advice firms, asset managers and technology companies to debate and discuss real issues faced across the retail investing community. As vice-chairperson for The Investment Network, Heather is a regular speaker and attendee. For more details, visit The Investment Network website.

NextWealth Breakfast Club 15th January 2018
Location – TBD

The NextWealth Fund Distribution Breakfast Club is a quarterly networking event for heads of distribution and heads of retail at leading asset management firms to discuss business challenges and solutions under the Chatham House Rule. Please get in touch for more details.

Please contact us to discover how we can help your firm adapt to what's next in wealth.

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