Previous event
2023 PFS-Member Autumn Conference
Thursday 19 October 2023, 9:00 am - 3:45 pm
Royal Victoria, Crowne Plaza, Sheffield
CPD
Speaker List
Confirmed Speakers:
š¹ Don MacIntyre: Interim Chief Executive Officer, Personal Finance Society
š¹ Paul Mount: Deputy Agent (Yorks & Humber) Bank of England
š¹ Gareth Davies: Specialist, Individual Pensions, Scottish Widows
š¹ Olivia Geldenhuys: Investment Specialist, Schroder Asset Management
š¹ Natalie Tysoe: Investment Specialist, Morningstar
š¹ Alastair Unwin: Fund Manager, Polar Capital
š¹ Ash Kapasi: Tax & Trust Specialist, Quilter
š¹ Ella Hoxha: Head of Fixed Income, BNY Mellon Newton Investment Management
š¹ Andrew Surrey/Perry Marsden: Senior National Development Managers, Vanguard AM
2. Morningstar.pdf
.pdf 2.29 MB
3. Polar Capital Technology Trust.pdf
.pdf 2.29 MB
4. Exam Training at PFS.pdf
.pdf 113.65 KB
5. BNY Mellon Newton.pdf
.pdf 2.07 MB
6. Schroders.pdf
.pdf 2.06 MB
8. Bank of England.pdf
.pdf 1.02 MB
9. Quilter.pdf
.pdf 1.8 MB
10. Vanguard.pdf
.pdf 2.66 MB
11. Scottish Widows.pdf
.pdf 1.23 MB
List of forthcoming events
Fri 22 May, 1:00 pm - 2:00 pm
Online
David Hole, Technical insurance trainer, Nick Thomas & AssociatesNick Thomas, Director, Nick Thomas & Associates
CPD
Tue 16 Jun, 8:30 am - 12:00 pm
Kenwood Hotel
Ben Wright, Chief Innovation Officer, MeloAngela Staunton, Business Development Manager, Vanguard
CPD
Thu 25 Jun, 1:00 pm - 2:00 pm
Online
Nick Thomas, Director, Nick Thomas AssociatesChris Abram ACII, F Inst. SMM, Technical Insurance Trainer, Nick Thomas Associates
CPD
Fri 25 Sep, 11:30 am - 5:30 pm
The Royal Armouries, New Dock Hall
Social
Venue
Victoria Station Road
Sheffield
S4 7YE
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 www.cii.co.uk/learning/cpd/.
Previous
Thu 12 Oct 2023, 9:30 am - 4:00 pm
Wetherby Racecourse
Dave Hill, Technical ManagerKerry Smith, Client Services Lead (UK & IRE)James Clarke, AssociateJack Corden, Strategy DirectorColin Kite, National Operations Director
CPD
Next
Wed 8 Nov 2023, 8:30 am - 9:30 am
Aston Hall Hotel, Sheffield
Louise Turner MBA MCIPD
CPD