Finimize Events

Refunds for paid tickets can only be offered in extreme circumstances.

How do we turn growing interest in investing into lasting behaviour?

Join Finimize the IA and the investment community leaders - including investment platforms, asset managers, banks, and exchanges – for a session that looks beyond the initial decision to invest.

We'll explore what the industry can practically do to improve conversion, build confidence, and drive long-term engagement.

The trigger — what actually turns intent into a first investment?

The first 12 months — what turns a first-time investor into a long-term investor?

Making choice easier — how can platforms and providers help people navigate an overwhelming investment universe?

The new discovery journey — the changing role of search, social, creators and AI

Investing in Britain — what will genuinely increase retail participation in UK investment opportunities?

The next step: turning savers into long-term investors