An event for practitioners by practitioners at The Durham Street Auditorium and Vaults, The RSA, John Adam Street, London.

We will be exploring the limits of our great profession and discussing where technology could take our businesses and the industry. This event is aimed at financial planners and those who support them across technology, marketing, hybrid advice, digital engagement, and beyond.

This is another opportunity to learn from each other and to network with peers.

Outstanding financial planners will be sharing their technology stories and vision for their practices.

There will again be a Progressive Thinking zone in The Vaults enabling delegates to engage with progressive technology companies.

There will of course be surprises and we will be announcing the winner of the 2025 Nick Cann Award which is given to an outstanding Progressive Planner. 

All will be topped off with drinks at the end of the day for those who want to continue the networking and build friendships.
 
Progressive Planning 2025 will also be live streamed on Octo Members app on the day for those who cannot be in London but want to engage with the sessions and progressive thinkers virtually.  Claim your ticket for virtual or in person here.