Previous events
All previous events
PFS CPD Event - AF1 Revision Day
By the end of this session delegates will be able to identify: An overview of the key areas in the AF1 syllabus Understanding how best to answer exam questions
View event details
PFS CPD Event - Taxation, Trusts and Death Benefits
Martin Green & Andy Nash will be presenting and considering Taxation, Trusts and Death Benefits.
View event details
YPG Awards Night
Please come and join us at Somerset Country Cricket Club for the YPG Awards Night. A celebration of the success of young professionals in the local area.
View event details
PFS CPD Event - Pension Planning Opportunities
The session will be covering all pension planning opportunities for clients in accumulation and those in decumulation.
View event details
CPD Event - GDPR a year on
At the end of this event, delegates will be able to: • Understand the background to GDPR. • Understand how the ICO and other EU regulators have been interpreting the GDPR since its launch last year • Explain what the impact is on customers and firms and the risks associated with the GDPR. • Understand how to successfully contact customers whilst still keeping within GDPR requirements
View event details
Business Development using LinkedIn - YPG CPD event
This will be an interactive session with Sophie Chedzoy and Vic Williams (LinkedIn Expert) focused on business development using LinkedIn for YPG members that are new or looking to develop in their Sales / Relationship management positions. The event will cover off; getting a deeper understanding of LinkedIn with helpful hints and tips, how to utilise this platform effectively, converting leads to clients and gaining client referrals and lastly, the importance of sharing your businesses content on your page.
View event details
PFS CPD Event - Ethical Investing
Craig will be sharing with delegates how King and Shaxson can support adviser firms in the construction of ethical investment portfolios for their clients, providing an insight into the due diligence they conduct on funds in the SRI space, and demystifying the misconception surrounding the performance of ethical portfolios.
View event details
CII & PFS CPD Event - Recruitment, Do's & Don'ts
Insurance and Financial Services Hirers are operating in the most competitive recruiting environment ever. Not only does the profession find it challenging to find qualified individuals, the South West region has record and national lows in unemployment which compounds our problems. This session will help those hiring in this sector to uncover some of the essential elements in attracting the candidates they want and enable them to develop an effective interview and vetting process ensuring that they are successful in recruiting quality talent and securing the people that will assist in growing their businesses.
View event detailsPFS CPD Event - Lasting Powers of Attorney PFS session
Part 1. Lasting Powers of Attorney – the “Why” “What” and “How” • Exploring both “Property & Finance” and “Health & Welfare” Lasting Powers of Attorney; • The importance of ensuring that that you and your family prepare these documents emphasising the potential difficulties if they are not; • Comparing the documents to the older Enduring Power of Attorney and the circumstances when they may no longer work as intended. Part 2. Wills & Intestacy – the Pitfalls and Practicalities • Exploring the dangers of homemade Wills, contested Wills and the risks of Intestacy; • Practical Exercise – looking in detail at the taking of Will Instructions and ensuring that we ask the right questions of our clients.
View event detailsPFS AF7 Revision Day - Sept 19
An overview of the key areas in the AF7 syllabus and how best to answer exam questions.
View event details
PFS CPD Event - Income Protection
This is a valuable Protection session for all advisers who are required to undertake 15 hours of protection CPD per year in line with the IDD. Income Protection as a product is massively undersold however there is a need for the vast majority of clients so why isn’t it taken up? The aim of this session is to explore the reasons and factors that prevent Income Protection becoming a more main stream product, assisting you as Advisers in understanding the Income Protection provider market and product proposition so you can enhance your client offering and service.
View event detailsYPG Mental Health CPD Event
Learning takes place through a mix of presentations, group discussions and workshop activities. We limit numbers to 25 people per course so that the instructor can keep people safe and supported while they learn. Everyone who completes the course gets a manual to refer to whenever you need it and a workbook including a helpful toolkit.
View event detailsPFS CPD Event - Professional Indemnity Insurance
**THIS EVENT HAS BEEN CANCELLED** Professional indemnity insurance (PII) is liability insurance that covers firms when a third party claims to have suffered a loss, usually due to professional negligence. It is your firms’ responsibility to take out adequate cover, as set out in the FCA rules, and to think about the effect that the PII policy's terms and conditions might have on your firms’ business.
View event details
Insuretech for Claims: The Rise of Drones - CPD Event
In this session Jon Mainwaring of Qlaims and Mark Boyt of Drone Safe Register will speak about the potential for using drones in property claims and risk surveys. Jon will explain the advantages of drones over camera poles and scaffolding, and the potential time and cost savings. He will give feedback on how the insurance industry is currently using drones. Mark will cover the legal and technical aspects of using drones commercially in the UK, and talk about practical applications of the technology.
View event detailsPFS CPD Event - Vulnerable Clients
The FCA has been paying close attention to this topic for some time – not just in Financial Services. Utility providers and supermarkets have all embraced this need into their business processes. Now, all adviser firms must have a proven up to date Vulnerable Client Policy, totally embedded across their business for all aspects of advice. This is particularly focused in later life advice and retirement planning. When it comes to retirement, most people have welcomed the freedom to choose how they take their benefits, but we do not live in a ‘one size fits all’ society. Clients’ needs, circumstances and objectives change over the period of their retirement life -which could last many years.
View event details
PFS CPD Event - Fraud and Cyber Crime in financial services
Learning Objectives - To understand the key areas where fraud is most apparent within an application for a mortgage or investment proposal. - To be able to identify potential fraud cases and apply financial crime controls to prevent further risk to the firm and the lender/provider. - To understand where cybercrime is affecting financial services and how simple steps can mitigate some of these risks.
View event details