PFS Summer XCHANGE 2024 - Real World Opportunities Durham

Ramside Hall
Thursday, 13 June 2024
8:30 am – 4:55 pm (UK time)

Welcome to Real World Opportunities – the second series of events within the 2024 XCHANGE programme. Join us for a host of insights into The Budget, AI, Technology and Sustainability – all with the purpose of sharing multiple real world planning opportunities with you.

Doors for registration will open on Thursday 13 June with a packed programme running across a series of breakouts until 17.00, offering more than five hours of CPD. There will also be a breakfast session.

Come along to hear from a host of speakers and subject matter specialists including:

  • Sarah Adekola, Carla Brown, Derek Mills and Tony Wickenden

Host - Sarah Adekola

Sarah Adekola is a trailblazing social innovator, a healthcare entrepreneur, a keynote speaker, and an international robotics applications engineer for complex healthcare surgical robotics. She is a first-class honours degree holder in biomedical sciences from the National University of Ireland, Galway. She is currently undergoing a dual professional MBA and DBA at the Roxbourg Institute in Switzerland.

Sarah shares her expertise and insights at high-profile conferences, summits, and across several media platforms inspiring audiences with her journey and experience in business, finance, self-development, and travel. Her engaging and informative presentations reflect her passion for education and advocacy, from the realm of healthcare, technology, or financial literacy, and it has earned her a significant online presence as a finance and business creation speaker with a staggering follower base of over 900,000 on social media where she is known as Millennial Wealth Sarah.


Here’s a taster of what you can expect across the day:

  • A breakfast session looking at the positive impact of a rules-based and data-driven fund selection system (with Clever)
  • The 10 second philosophy: finding your true self in today
  • Delivering post-Budget tax alpha
  • Next generation and looking forward (with JUST)
  • Building better futures for the next generation
  • The content blueprint: Strategies and best practices for the digital era
  • Client 2.0: Attracting the next generation of clients
  • Tech Today: Embracing the present, trends and current opportunities
  • Panel discussion - Sustainable solutions: Investing for the future

*The full programme will be unveiled in mid-April.


Registration is free of charge and the link can be found here.

Lunch and refreshments will be provided.

If you have any queries regarding registration, please contact

  • Ramside Hall
  • County Durham
  • DH1 1TD
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

5 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at