Unlocking Trusted Advice

22 Bishopsgate, London EC2N 4BQ | Tue 10 Feb

The UK’s leading Conference for the financial advice community

We are entering an era of change. AI is moving into everyday workflows, data standards are rising, and targeted support will reshape how millions receive help.

The industry is faced with the challenge of adapting to new ways of working while also scaling advice without losing trust, consistency or compliance and winning the next generation: as wealth transfers.

Join us on 10 February 2026 at the iconic 22 Bishopsgate, London for Conference 26, an invitation-only, in-person gathering of senior leaders across advice, wealth and investment management. It’s the one day a year you shouldn’t miss to step back from the noise, compare notes with peers, and shape what comes next for your firm.

Firms that modernise how they engage clients will be best placed to retain relationships and grow them over the next decade. Conference 2026 will show what that looks like in practice: a digital advice platform that connects the full journey end-to-end, reducing friction, embedding AI, and helping firms create the capacity they need to unlock trusted advice at scale.

Key Agenda Items

This year’s Conference is built around a clear ambition:

  • A new operating platform for advice.
  • AI-enabled. Data-driven. Regulation-ready.
  • Unlocking trusted advice. At scale.

Across the day we’ll focus on three leadership themes:

  • Platform, not point solutions – how firms move from fragmented tooling to an integrated operating platform for advice.
  • AI in production – practical, automation-first workflows that reduce friction, lower cost and raise consistency in regulated environments.
  • Data as a strategic asset – turning data into better client outcomes, faster regulatory outputs, and stronger strategic decision-making integrated with your tech stack.

We’ll also address what targeted support could mean in practice and how together we can unlock trusted advice for more people.

Sessions not to be missed

A mix of visionary perspective, peer-level debate and practical platform insight from leaders shaping the industry.

The data revolution: from Clubcard to financial wellbeing
Edwina Dunn, co-founder of dunnhumby and pioneer of Tesco Clubcard, shares how data transformed trust and personalisation at scale, and what advice firms can learn as they move from client interactions to always-on, personalised, data-led client outcomes.

Unlocking trusted advice at scale
Keynote from Dynamic Planner founder and CEO, Ben Goss: our vision for working with our customers to close the advice gap and how Dynamic Planner is now the digital advice platform that creates capacity for you and your organisation. Hear customer stories, plus what’s coming next in platform-led advice.

What disruption really means for advice leaders
Hosted by Katie Prescott, Technology Business Editor at The Times: an outside-in view of the forces reshaping the market and what leadership teams must do now to stay trusted, competitive and scalable.

CIO panel: inside the decision making behind suitable solutions 
A moderated panel discussion with the industry’s leading CIOs, designed to explore the current financial landscape from the macroeconomic outlook to specific asset classes. Panellists will share where they see emerging opportunities and risks, giving advisers a look “under the hood” at the thinking and decision-making that shapes suitable solutions for retail investors.

Why register today?

  • Hear from some of the UK’s widely respected leaders in our world – keynote speakers. CEOs. CIOs and policy leaders.
  • Take part in lively, practical debate – panels with peers facing the same challenges you do – our Q&A has quite the reputation for being bold.
  • Learn with your peers – hundreds of the country’s most forward thinking, tech savvy, advisers, planners, and wealth managers – all in one place.
  • This is an exclusive in-person event – with content being made available for those unable to travel being available directly after.

 

“I love seeing the new enhancements Dynamic Planner are delivering to support us.”
Conference 2025 attendee


“The CEO and CIO panels were insightful, great engagement with subject matter experts”
Conference 2025 attendee

Previous speakers

Amol Rajan

Journalist and broadcaster

Alastair Campbell

Communicator, Writer, Strategist

Alice Roberts

Biological Anthropologist, Broadcaster and Author

Bonita Norris

Adventurer | Motivational Speaker

Harriet Baldwin

Chair of the House of Commons Treasury Select Committee

Kay Swinburne

MEP for Wales

Nic Coward

Ex-General Secretary Premier League Football

Simon Jack

BBC Business Editor

Dynamic Planner Annual Conference 2025 highlights