Evelyn Partners Investment Roadshow 2026
We are pleased to announce that the Evelyn Partners Roadshow returns in 2026, visiting five locations across the country
We are delighted to welcome PIMCO, the world’s largest active fixed income manager who will share key insights across economic, AI and market forces shaping financial markets in 2026 and beyond. He will be followed by Rob Tedder, Sales Lead at PlannerPal, who will explore how AI can be used to enhance and support your business.
After the break, DR&P Insurance will provide an insider’s perspective on what underwriters are really looking for, and how everyday decisions can impact premiums and insurability. We will conclude the morning with Evelyn Partners, who will be “spinning the wheel” to explore the investment services that matter most to you — including Family Investment Companies, US Connected Clients and specialist services for your high net worth clients.
Guests can look forward to a sit-down breakfast, a light lunch, CPD and a morning of insightful, thought provoking presentations.
Agenda
| 08:45 | Arrival, sit down breakfast & coffee |
| 09:30 | PIMCO - The Outlook for Retirement Income: Markets, Rates and Opportunity |
| 10:00 | PlannerPal - Making Sense of the AI Market for Advisers: Cutting Through the Noise to Drive Real Value |
| 10:30 | Break |
| 11:00 | David Roberts & Partners - Professional Indemnity for IFAs: Market Trends, Risk Drivers & What Insurers Want |
| 11:30 | Evelyn Partners – Family Investment Companies to US Connected Clients, specialist services for your high net worth clients |
| 12:00 | Light lunch & networking |
| 13:00 | Close |
London: Wednesday 03 June 2026
Leeds: Wednesday 10 June 2026
Edinburgh: Thursday 11 June 2026
Bristol: Wednesday 17 June 2026
Birmingham: Thursday 18 June 2026
This event will qualify for 2 hours CPD.