Previous event
2025 PFS-Member Annual Conference
Wednesday 10 December 2025, 9:00 am - 3:30 pm (UK time)
Royal Victoria, Crowne Plaza, Sheffield
CPD
Speaker List
Speaker roster
š¹ Natasha May (JP Morgan) Macroeconomic and Market overview
š¹ Matt Crossman (Rathbones) ESG and the Succession Planning Conversation
š¹ Cat McInally (Quilter) A comparison of bonds and GIA
š¹ Mel Holman (Compliance & Training) Vulnerable Client Advice
š¹ Fabrizio Zumbo (Vanguard) The Emotional Value of Advice
š¹ Steve Vickers (Hart Shaw) 2025 Autumn Budget Review
š¹ Liz Hardie (Canada Life) Post-Budget Planning
š¹ Andy Wealthall (Lifetime) Digital Advice Solutions
**Further speaker content may be added in due course**
List of forthcoming events
Tue 11 Aug, 2:00 pm - 3:00 pm
Haley White, Trainer, Facilitator and Public Speaker, The Diversity Trust
CPD
Wed 16 Sep, 9:00 am - 11:00 am
Royal Victoria, Crowne Plaza, Sheffield
Steve Scott, Investment Manager, LGT WealthAndrea Jones, Head of Private Client Advisory, Irwin MitchellDavid Lane, Technical Support, LGT Wealth
CPD
Fri 25 Sep, 11:30 am - 5:30 pm
The Royal Armouries, New Dock Hall
Social
Fri 2 Oct, 10:32 am - 5:30 pm
Tankersley Park Golf Club
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. 4 3/4 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
Tue 9 Dec 2025, 2:00 pm - 3:00 pm
Samantha Renke
CPD