Retail Pension & Investment Accounts Europe Summit 2027

Welcome to The Retail Pension & Investment Accounts Europe Summit 2027 —The Retail Pension & Investment Accounts Europe Summit brings together banks, savings and cooperative banks, neobrokers, asset managers, ETF providers, life insurers, fund platforms, policymakers, regulators, consumer organisations and technology providers to address the challenges of launching, distributing and scaling tax-advantaged retail pension and investment accounts across Europe.
With Germany’s Altersvorsorgedepot launched in January 2027, the EU pushing Member States towards Savings and Investment Accounts and pension gaps widening across the continent, providers must design products, set pricing, build onboarding and transfer processes and win customers in a market that is being reshaped in real time.
This summit provides a dedicated platform to explore AV-Depot launch results, pension policy and subsidies, product design and pricing, guarantee products, Riester transfers, digital onboarding, distribution and advice, lessons from the UK ISA and Swedish ISK, Europe-wide rollout, child savings accounts and consumer protection.