Retail Pension & Investment Accounts Europe Summit 2027

Building Europe’s Retail Investment Culture: Germany’s Altersvorsorgedepot, Savings & Investment Accounts, Distribution & Operational Readiness

Retail Pension & Investment Accounts Europe Summit 2027

Join us in Retail Pension & Investment Accounts Europe Summit

With Germany’s Altersvorsorgedepot launched in January 2027, the EU pushing Member States towards Savings and Investment Accounts and pension gaps

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.

View The Full Programme

Who Should Attend

Banks, Savings Banks & Cooperative Banks
Neobrokers, Online Brokers & Digital Banks
Heads of Retail Banking, Wealth & Private Clients
Heads of Product, Retirement Solutions & Savings
Asset Managers, ETF Providers & Fund Distributors
Life Insurers & Pension Providers
Operations, Onboarding & Securities Processing Leaders
Compliance, Legal & Tax Professionals
Digital, Platform & Technology Leaders
Brokers, Broker Pools, IFAs & Financial Advisers
Policymakers, Regulators & Industry Associations
Consumer Organisations, Researchers & Consultants

Industries Represented

Retail Banking & Savings Banks
Online Brokerage & Neobanking
Asset Management & ETFs
Life Insurance & Private Pensions
Fund Platforms & Custody
Wealth Management & Financial Advice
Investment Infrastructure & Fintech
Public Policy, Regulation & Supervision
Consulting, Research & Consumer Protection

Key Themes

Altersvorsorgedepot Launch & Market Development

Early take-up, flows and customer profiles
Product ranges, default options and investment rules
Competitive positioning of banks, brokers and insurers
Outlook for the market’s first full year

Pension Policy, Subsidies & Regulation

Reform of private pension provision in Germany
State allowances, tax treatment and certification
Supervisory expectations and investor protection
Policy debates still to be settled

Pricing, Distribution & Advice

Fee levels, cost caps and value for money
Branch, digital and hybrid distribution models
Role of brokers, IFAs and advice networks
Marketing, comparison portals and customer acquisition

Insurers, Guarantees & Product Design

Guarantee and non-guarantee product variants
Lifecycle and de-risking strategies
Payout phase and annuitisation options
Competing with fund-based depot solutions

Operations, Onboarding & Technology

Digital onboarding and identity verification
Riester transfers and legacy contract migration
Allowance processing and reporting to authorities
Platforms, APIs and investment infrastructure

Europe-Wide Rollout & International Lessons

The EU Savings and Investment Account agenda
Lessons from the UK ISA and Swedish ISK
Child savings accounts in Germany and the US
Building retail investment culture across Europe

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Focused Driven Day

6 Key Themes for the Retail Pension & Investment Accounts Europe Summit 2027

Prepare your business for Europe’s new retail pension and investment market.

Join banks, brokers, asset managers, insurers and policymakers to explore the product, pricing, distribution and operational strategies required to succeed with the Altersvorsorgedepot and Europe’s savings accounts — and turn regulatory change into long-term customer relationships.

6 Reasons to Attend

Win in the AV-Depot Market: Understand early take-up, product trends and the competitive dynamics shaping Germany’s new private pension market.
Get Operations Right: Explore how providers are handling digital onboarding, Riester transfers, allowance processing and reporting at scale.
Benchmark Pricing & Distribution: Discover how banks, neobrokers, insurers and advisers are pricing, positioning and selling retail pension accounts.
Learn from Europe’s Leading Markets: Examine what the UK ISA and Swedish ISK teach about mass adoption, and how the EU Savings and Investment Account agenda is unfolding.
Prepare for the Next Generation of Savers: Learn how child accounts such as Germany’s Frühstart-Rente and the US Trump Accounts will bring new customers into investing.
Connect Across the Retail Savings Ecosystem: Meet banks, neobrokers, asset managers, insurers, platforms, regulators and consumer experts facing the same market shift.

Retail Pension & Investment Accounts Europe Summit 2027

Retail Pension & Investment Accounts Europe Summit 2027 — 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.

Retail Pension & Investment Accounts Europe Summit 2027

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