19/02/2026
Our next in-person Professional Services Retirement Forum is coming up and honestly, this conversation has never felt more relevant.
“Retirement” is still a word many partners don’t want to talk about.
In theory, succession starts years out. Clients transition smoothly. Partners leave on a high.
Instead it's often completely avoided so clients are unclear of plans, teams demotivated and partners - after 20 or 30 loyal years - feel no-one cares about them.
This isn’t just a retirement conversation.
It’s about taking the long view - how professional services firms build value, continuity and options across the entire partner lifecycle.
The smartest firms are already thinking differently - turning experience, alumni networks and AI into long-term competitive advantage.
That’s what we’ll be exploring together.
📅 Monday 23 March
👥 For HR Business Partners and People Leaders supporting partner transitions
We’re joined by Avivah Wittenberg-Cox, Roderick Roman, Louise Ballard (Moody), and Jonathan Routledge, plus senior leaders sharing insights from our Next-Up Navigator pilot.
This is a closed forum designed for open, honest discussion. If you’re responsible for partner continuity, succession or long-term value, we’d love you in the room.
Please contact [email protected] if you would like further details.