Agenda

MMI Leeds 2026 is designed to help financial advisers navigate a profession being reshaped by regulatory change, technological innovation and evolving client expectations. The agenda for MMI Leeds this year focuses on practical insight, informed debate and real-world application, giving advisers the clarity and confidence to adapt and thrive.

A central theme is inheritance tax planning through pensions, exploring how advisers can balance tax efficiency, income needs and client understanding amid ongoing policy uncertainty. Behavioural finance also features strongly, examining how emotions and cognitive biases shape financial decisions and how advisers can support better client outcomes during periods of volatility.

Technology runs throughout the programme. Sessions will cut through the hype around tokenisation, stablecoins and crypto to focus on what genuinely matters for clients, particularly in light of recent FCA developments. A dedicated panel on AI adoption will address the practical, regulatory and cultural barriers holding firms back, alongside real-world examples of where AI is already delivering value.

Regulation remains a core pillar, with an FCA-led session on what’s next for targeted support and how it may sit alongside regulated advice. The agenda also reflects wider cultural change within the profession, including a panel on changing perceptions of women in finance, before turning to innovation in the protection market and whether multi-benefit propositions and new distribution models can reinvigorate competition and growth.

The conference will be held on Thursday 7 May 2026 at Leeds Marriott Hotel.

Hover over the titles of each session or click through to find out more.