Name: 2026 PFS-Member Annual Conference
Start: 2026-10-21T09:00:00Z
End: 2026-10-21T15:30:00Z
Location: Royal Victoria, Crowne Plaza, Sheffield

Join us for the 2026 PFS Member Conference to learn the latest updates on planning, regulation and investment themes relevant to the provision of financial advice.

Speaking roster:

🗹 Carla Brown (Chair, Personal Finance Society) - Members' address

🗹 Gareth Davies (Scottish Widows) - review of pensions landscape

🗹 Jenny Wright (Money & Pension Service) - introducing the pensions dashboard

🗹 Simon Martin (Aviva) - retirement income advice

🗹 Colin Sneddon & Patrick Cassidy (Financial Conduct Authority) - how FCA use data

🗹 Robert Sears - (Rathbones) - market update and strategies for reducing investment tail-risk

🗹 Freddie Streeter - (Pacific Asset Management) - the industrialisation of MPS - Alpha is in the advice

🗹 Scott Walker - (Vanguard) - getting your business AI ready

List of forthcoming events

Annual Golf Day - Tankersley Park, 2nd October 2026

Fri 2 Oct, 10:32 am - 5:30 pm

Tankersley Park Golf Club

Social

Booking closed

Webinar: Diversity and Inclusion in Engagement, Recruitment, Development and Retention

Tue 6 Oct, 12:00 pm - 1:00 pm

Russell Thomas, Diversity Trust

CPD

The Many Faces of Risk

Tue 6 Oct, 1:00 pm - 4:45 pm

Novotel

Branko Bjelobaba FCII, Managing Director, Branko LtdAdrian Golifer, Director, AJG Regulatory SolutionGareth Timmins BSc, Former Royal Marine Commando, PHD Student and Founder, Nought Point One

CPD

Effective Insurance Sales Conversations Part 1 of 6 - Overview of Selling / Buying

Thu 8 Oct, 12:30 pm - 1:15 pm

Sharon Drew, Sales & Commercial Consulting

CPD

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 6 1/2 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/.

2026 PFS-Member Annual Conference

List of forthcoming events

Annual Golf Day - Tankersley Park, 2nd October 2026

Webinar: Diversity and Inclusion in Engagement, Recruitment, Development and Retention

The Many Faces of Risk

Effective Insurance Sales Conversations Part 1 of 6 - Overview of Selling / Buying

Venue

CII Accredited

CPD Webinar: Insuring Unrest

Effective Insurance Sales Conversations Part 2 of 6 - Planning a Sales Call