PFS Later Life Workshops

Tuesday, 13 April 2021
12:00 pm – 3:00 pm (UK time)

The institute is pleased to be supporting this series of PFS workshops focusing on the needs of people in later life.

Past institute president Robin Melley, of Matrix Capital Limited, is involved in presenting some of the sessions, alongside Tony Miles, Technical Director of My Care Consultant.

For more details, including registration, please see the below links:

23rd Feb- Rising to the challenges of advising those in later life
Registration -

2nd March - Unregulated Care Advice - the critical start of the journey

8th March - Holistic Care Advice - a helping hand

16th March - Vulnerability - are you a Safe Pair of Hands?

23rd March - Financial scams, fraud, abuse and coercion plus the elephant in the room

30th March - Mental Capacity - beyond theory

9th April - Later Life Lending - Raising the Standard

13th April - Tricky Situations and avoiding adviser pitfalls

CII Accredited

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

7 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