2025 PFS-Member Annual Conference
Speaker List
Speaker roster
🗹 Natasha May (JP Morgan) Macroeconomic and Market overview
🗹 Matt Crossman (Rathbones) ESG and the Succession Planning Conversation
🗹 Cat McInally (Quilter) A comparison of bonds and GIA
🗹 Mel Holman (Compliance & Training) Vulnerable Client Advice
🗹 Fabrizio Zumbo (Vanguard) The Emotional Value of Advice
🗹 Steve Vickers (Hart Shaw) 2025 Autumn Budget Review
🗹 Liz Hardie (Canada Life) Post-Budget Planning
🗹 Andy Wealthall (Lifetime) Digital Advice Solutions
**Further speaker content may be added in due course**
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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/cpd.
