CPD hours
Previous event

2026 PFS-Member Annual Conference

Wednesday 21 October 2026, 9:00 am - 3:30 pm (UK time)
Royal Victoria, Crowne Plaza, Sheffield
Various speakers
CPD

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 

🗹 Alex Waters - (Rathbones) - Asset positioning to achieve growth in dynamic markets 

🗹 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

Thu 29 Oct, 12:30 pm - 1:15 pm
Sharon Drew, Sales & Commercial Consulting
CPD
Thu 12 Nov, 6:30 pm
Royal Victoria, Crowne Plaza, Sheffield
Annual dinner
Thu 19 Nov, 12:30 pm - 1:15 pm
Sharon Drew, Sales & Commercial Consulting
CPD
Thu 10 Dec, 12:30 pm - 1:15 pm
Sharon Drew, Sales & Commercial Consulting
CPD

Venue

Victoria Station Road
Sheffield
S4 7YE
View in Google Maps
Share this event
CPD hours

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/.
Previous
Wed 14 Oct 2026, 12:00 pm - 1:00 pm
Online
Helen Davies
CPD