Last year, the NextGen Planners Community did something truly different and went big whilst staying at home.

Rather than looking inward, the pandemic has resulted in an explosion of global relationships being formed in our community with forward-thinking financial planners from all around the world.

True to form, these new global relationships mean that the NEXTGEN21 Conference will be even bigger.

Buy your tickets here for a truly unique global virtual conference experience.

  • 3Days
  • 4Continents
  • 100+Speakers

5 big themes

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Financial Wellbeing

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Financial Planning

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The Advice Gap


23rd June 2021

8:30 AM - 9:00 AM (BST)

The Big Breakfast

We kick off the conference in true NextGen style, with a 30 minute live-streamed global financial planning show, containing segments from financial planners all around the world.
9:00 AM - 15:00 PM (BST)

South Africa

For our first stop on our round the world trip, we land in South Africa. Whilst covering the 5 big themes of the conference, we will also hear about the amazing innovation that is happening in South African financial planning right now and gather fresh new insights from the southern hemisphere.
15:00 PM - 17:00 PM (BST)

Peer Board - South Africa & USA

A global networking session. All of our speakers and attendees bring along a challenge or issue, we break them off into breakout rooms and they each get 10 minutes. Chatham House Rules apply.
17:00 PM - 23:00 PM (BST)

United States of America

On our second stop on the global financial planning journey, we land in the USA and join our partner community for 6 hours of insights and ideas hosted by Kate Holmes with some of the top names in financial planning.

24th June 2021

00:00 AM - 6:00 AM (BST)


Get your caffeine ready! We start the second day of conference back in the southern hemisphere, where we have based from Sydney, Australia, but we will be hearing from financial planners all around the Pacific Rim.
6:00 AM - 08:00 AM (BST)

Peer Board - Australia

Our second global networking session. Same premise, same rules, but on a different continent and with a different way of thinking.
08:30 AM - 09:00 AM (BST)

Big Breakfast - Day 2

24 hours down and we are in the UK with more chat and guests from the NextGen Planners Big Breakfast.
09:00 AM - 15:00 PM (BST)

United Kingdom

Back in blighty, to hear from 30 amazing UK financial planners focusing on the future of financial planning.
15:00 PM - 17:00 PM (BST)

Peer Board - UK

The final global networking session. All are welcome from around the world.
17:00 PM - 18:30 PM (BST)

The Chill Zone

Here, we take stock of the past couple of days, with informal networking to meet friends and make new connections.
18:30 PM - 19:00 PM (BST)

International Curry Night

It wouldn't be a NextGen Planners Conference without a curry. Our attendees can order in from their local takeaway, make their own curries, or use a recipe provided and approved by us.
19:00 PM - 20:00 PM (BST)


Day 2 ends with our very own awards ceremony, named in honour of our mascot, Basil the Cat, we have THE BASILS! We celebrate the best in our profession all decided by a diverse range of judges. If we know our community at all (which we do), there may also be an after party on the cards...

25th June 2021

08:30am - 09:00 (BST)

Big Breakfast - Day 3

In the final breakfast show of our global financial planning tour, we look back on the past few days, and look forward to the final day, alongside some fantastic guests from all around the world.
09:00 AM - 17:00PM (BST)

Your CPD Year In A Day

Spanning our five conference themes of The Advice Gap, Innovation, Financial Planning, Financial Wellbeing and Leadership, this day is shaping up to be something special. Each theme will have 7 hours of live CPD content during the day. Conference delegates will be able to move between digital sessions picking the content that they want to see live but will also be given exclusive access to all of the video content after the event. 35 hours of structured CPD in one day.
17:00PM (BST)


We say our goodbyes, link up with our new global connections and reminisce about the past few days in one final live stream of the event.

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If you have questions, queries or would like to make a suggestions, please don't hesitate to get in touch with us.