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Join Vanguard and leading experts at the Cheltenham Literature Festival to explore two of the most significant forces shaping the future of advice: artificial intelligence and retirement.

Through thought-provoking discussion, audience Q&A and networking with fellow advisers, you'll gain fresh perspectives on the opportunities and challenges facing advice businesses today.

As part of Vanguard's commitment to bringing advisers differentiated insights and access to leading thinkers beyond financial services, the event concludes with the opportunity to enjoy the festival in one of the UK's most celebrated cultural settings.

Agenda

  • 10:15–11:00

    Registration and breakfast

  • 11:00–12:30

    Building trust in an AI-powered world

    Verity Harding, one of TIME100's Most Influential People in AI and former Global Head of Public Policy at Google DeepMind, joins Gillian Hepburn to discuss how advisers can embrace AI while strengthening trust and human connection. The session will be followed by an opportunity to meet Verity and have your copy of her book signed.

  • 12:30–15:00

    Lunch, Networking and Festival Access

  • 15:00–16:45

    Helping clients thrive in retirement

    Dan Haylett, founder of Humans vs Retirement and Director of TFP Financial Planning, joins Vanguard's Sebastian Lewis to explore how advisers can take a more holistic approach to retirement, helping clients navigate purpose, wellbeing and financial confidence. The session will be followed by an opportunity to meet Sebastian and Dan and have a copy of Dan’s book signed.

  • 16:45–18:15

    Networking drinks and canapes

  • 18:30–19:30

    Access to exclusive festival session 

What you will take away from the day

Understand how AI transforms the advice landscape and client expectations

Learn practical ways to embrace technology while maintaining trust and strengthening client relationships

Gain insights into the evolving nature of retirement and what clients need beyond financial planning

Explore strategies to support clients' wellbeing, purpose, identity and financial confidence

Take away actionable ideas to deliver more holistic advice and improve client outcomes

Leave the event with actionable insights to future-proof your advice and better support clients through life's biggest transitions.

Meet the Speakers

Verity Harding + ' ' + Director of the AI and Geopolitcis Project (AIxGEO)
Verity Harding

Director of the AI and Geopolitcis Project (AIxGEO)

Profile

One of TIME100’s Most Influential People in AI, Verity Harding is a leading global expert on technology, power and politics.

She is Director of the AI & Geopolitics Project at the University of Cambridge, and Founder of Formation Advisory, where she advises the world’s leading CEOs and public figures on AI strategy. Her book AI Needs You: how we can change AI’s future and save our own, was featured in the Financial Times, the Guardian, the Economist and named as one of McKinsey’s Best Books of 2024.

As Google DeepMind’s first Global Head of Public Policy, she co-founded the company’s policy, ethics and socio-technical teams as well as independent multi-stakeholder group Partnership on AI. Prior to her career in tech, Harding was a political adviser to the Deputy Prime Minister of the UK, focussed on national security. She has served on the boards of organisations including the Royal Academy of Arts and the Cabinet Office Digital Advisory Board, and is a current member of the Board of Trustees for The King’s Trust.

Sebastian Lewis, CFA + ' ' + Head of Client Research Centre (CRC)
Sebastian Lewis, CFA

Head of Client Research Centre (CRC)

Profile

Sebastian Lewis, CFA, is a senior strategist in Vanguard’s Advisory Research Centre. He worked at Morgan Stanley in equity sales from 1999-2003 and then joined Sanford Bernstein in New York where he spent 15 years covering asset managers, hedge funds and sovereign wealth funds. From 2018-2022 he was Director of European Research at Sanford Bernstein in London. Sebastian joined Vanguard in January 2024

Dan Haylett + ' ' + Keynote Speaker and author
Dan Haylett

Keynote Speaker and author

Profile

Dan is a keynote speaker, author, retirement thought leader, and host of the Humans vs Retirement podcast. With a gift for storytelling and a deep understanding of the psychological, financial, and emotional complexity of retirement, Dan challenges traditional thinking and inspires fresh conversations about life after work.

Blending humour, research, sketches and real human stories, Dan delivers engaging talks and workshops that help financial professionals and individuals alike understand retirement not just as a financial problem4 but as a human one. Through his signature frameworks like the Retirement Reinvention Curve and the 5 Pillars of a Thriving Retirement, he empowers audiences to navigate this major life transition with confidence, clarity, and purpose.

Gillian Hepburn + ' ' + Head of Adviser Solutions, UK
Gillian Hepburn

Head of Adviser Solutions, UK

Profile

Gillian Hepburn is the Head of Adviser Solutions for the Vanguard UK business. She has more than 30 years of experience in financial services, with a career spanning senior roles in business development, intermediary solutions, and strategic partnerships. She has led the creation of award-winning investment propositions, supported adviser firms with growth and succession strategies, and is a well-known advocate for the advice industry. Her work has earned her recognition including “Woman of the Year – Investment” at the 2023 Professional Adviser Women in Finance Awards.

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