PFS Local Plymouth & Cornwall Autumn Conference 2026

Overview

One day face to face conference full of fantastic CPD sessions with 5 topical speakers and a delicious 2-course hot lunch at Lanhydrock Hotel.

The day is aimed at and designed for PFS members.

Learning objectives

Michaela Pashley - Practical Financial Exams Limited 

The Maths Behind the Models: How Cashflow Modelling Works
•    Explain the mathematics behind deterministic and stochastic cashflow models to colleagues and retail clients.
•    Explain the mathematics and FCA guidance behind numerical capacity for loss calculations to colleagues and retail clients.
 
Julia Kiff - Adeptli 

IHT
•    Recognise the client-specific factors that influence inheritance tax exposure, including lifetime transfers, estate composition and available exemptions and reliefs.
•    Consider appropriate inheritance tax planning strategies and their implications, considering suitability, complexity and client objectives.
•    Evaluate changing circumstances and understand how these may alter advice decisions and client outcomes.
 
Bernie De Souza - The Global Coaching Company

Rapport and building solid trust in seconds with everyone you communicate with
•    Get your prospect to pick you in the first few seconds
•    The exact words to connect with everyone you meet
•    What prospects look for in people
•    How to create an instant bond with prospects
•    Why the back of the mind makes the rapport decision
•    The visual trigger to create trust
•    Using tone to relax the prospect
•    How long it takes for the rapport decision
 
Robert Betts - Royal London

Business Protection – A new Direction
•    Explain the role of business protection, and how it relates to your client’s personal financial security.
•    Identify ways to segment your client bank and the opportunities this provides to work with professional connections.
•    Describe how business protection is a natural extension of your advice process and fits within your Consumer Duty obligations to help clients to meet their financial objectives.
 
Dave Upton – Focus Advice

AI & Technology
•    Are our digital tools genuinely making advice easier and better for everyone?
•    Where does technology remove friction – and where does it quietly add it back in?
•    How do we balance automation with the irreplaceable value of human judgement?

Speaker Biography

Further details provided on the day:

Michaela Pashley FPFS PoFP, Managing Director, Practical Financial Exams Limited 
Dave Upton, CEO, Focus Advice 
Bernie De Souza , Speaker, Author, Executive Coach, The Global Coaching Company 
Robert Betts, Royal London 
Julia Kiff FPFS, Co-founder, Adeptli Ltd 

COST:

THIS SESSION IS FREE FOR LOCAL PFS MEMBERS,  (FUNDED BY PFS AND ARRANGED BY YOUR LOCAL COMMITTEE PLYMOUTH & CORNWALL). TO BOOK YOUR FREE PLACE GO TO THE LINK HERE AND REGISTER:

https://events.thepfs.org/plymouth-and-truro/events/2026/pfs-local-plymouth-cornwall-autumn-conference-2026

Please advise of dietary requirements when booking.

Please don't forget to add this event to your diary once your place is booked as the booking system may not do this automatically.