PFS Central Scotland Summer Conference

Insightful sessions, invaluable networking opportunity and CPD!

The PFS have taken member feedback on board and are making some exciting changes to their regional conferences during 2023. Here’s just a selection of comments from members who have attended the Spring Local Conferences:

• a fantastic speaker who was very engaging
• very good insight into the future investment markets
• excellent presentation and delivery. Some great material and content, particularly the client case studies
• really interesting information about this area of the market. Definitely an under-researched topic area.

We are offering a friendlier feel with a more engaging approach, together with a real sense that this is your community of good practice. A highlight of the Summer series promises to be a deep dive into tax planning by way of a detailed case study.

What are you waiting for? Save the date and book your free place now!

During the event you will experience a day of topical and insightful business updates which all contribute to your CPD. At the heart of this will be presentations delivered by a number of leading subject matter experts. The conference offers a great opportunity for networking and sharing good practice with your peers, local to where you live and/or work.

Throughout the day your local PFS regional committee will provide updates on new developments and initiatives from across the Personal Finance Society, helping you stay informed about the benefits of membership and to take away information which may benefit colleagues and others in your practice/firm.

A detailed agenda will be available approximately six weeks before the start of each round of events.Lunch and refreshments will be provided. Delegates will be eligible to claim over 3 hours of CPD. Please note the agenda is provisional and may be subject to change.

As a PFS member, you are permitted to attend one event in each series free of charge at your preferred location. If you would like to attend more than one and take the opportunity to be a partner, please contact our Partnerships Team for more information.

Non-members are welcome to attend their first event free of charge. After this, we will contact you about joining the PFS to be able to access further events and services. If you have any queries, please contact the events team at regionals@thepfs.org