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Adapt. Evolve. Grow.

The planner’s playbook for volatility and opportunity

“Turn and face the strange”. It's been a decade since Ziggy Stardust left us. And while his lyrics weren’t talking about financial planning – they might as well have been.

Because the last few years? They’ve been pretty unusual. Consumer Duty lands. AI goes mainstream. Musical chairs at No. 10, Budget change after Budget change. Consolidation and more consolidation. Market curveballs.

So, what’s the playbook if you want to want to stay ahead of the curve through all this?

Our 2026 regional event series - Adapt. Evolve. Grow. The planner’s playbook for volatility and opportunity - will explore four key topics to boost your business for success.

This event is for financial advisers and paraplanners only. Please remember, tax treatment depends on individual circumstances and may change in the future.
Number 01
Unlocking the IHT & pensions advice opportunity
Inheritance tax receipts are forecast to exceed £9bn by 2026, and potentially £14bn by 20301, and changes to IHT and Pensions gives financial planners a massive opportunity to provide advice. TIME Investments will be leading a session which covers the advice opportunity.
Number 02
Maximizing business value in a consolidating market
76% of IFAs plan to retire within the next decade2. So how do you stand out and get maximum value for your business in a market driven by consolidation and concentration? You’ll get short- and long-term strategies to position your business for success - whether you’re planning an exit or building something buyers can’t ignore.
Number 03
Thriving with AI: Practical strategies for financial services
AI is here. And it can be transformative for businesses. But adoption in financial services is varied. Key barriers to entry are skills gaps and fragmented tech stacks. We’ll guide you through simple but effective strategies you can adopt for your business to not just survive the transition, but to thrive and get ahead of the competition.
Number 04
Choosing the right platform for future-proof advice
With new regulations, legislation, and the need for increased transparency, it’s more important than ever for financial planners to have a Platform that integrates with their business to streamline the end-to-end advice process. Join us to explore the must-have factors for selecting a provider that fits your firm’s future.

Find your local event

London
London
Wednesday 21 January 2026
RSVP
Newmarket
Newmarket
Thursday 22 January 2026
RSVP
Bristol
Bristol
Tuesday 27 January 2026
RSVP
Exeter
Exeter
Wednesday 28 January 2026
RSVP
Southampton
Southampton
Thursday 29 January 2026
RSVP
Durham
Durham
Tuesday 03 February 2026
RSVP
Manchester
Manchester
Wednesday 04 February 2026
RSVP
Leicester
Leicester
Thursday 05 February 2026
RSVP

Ready to adapt, evolve and grow?

Ben Kumar, 7IM’s Head of Equity Strategy and LBC radio regular, will host the events and share some behavioural economics insights for you to take away. He'll be joined by TIME Investments, as well as specialists from the 7IM team on consolidation, Platform and AI.

Ben Kumar

1IHT receipts for April-September rise to £4.4bn, Money Marketing, 21 October 2025
2Three quarter of IFAs plan to retire in next decade, FT Adviser, 22 May 2023

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