Investment and Personal Protection Conference, Friday 23rd October 2020 - online video conference

Friday, 23 October 2020
9:30 am – 4:30 pm

Investment and Personal Protection Conference, Friday 23rd October 2020, Whiteley

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised an Investment and Personal Protection Conference for our members.

As members should be aware, advisers who sell protection are required to complete15 hours of focused CPD each year.

The Conference will concentrate on aspects of the investment and personal protection market, in particular to the IDD requirements of certain products.

The agenda is currently being put together, but will include presentations from experienced industry speakers and a local firm of solicitors. The website will be updated once the agenda has been finalised.

The Conference will provide 6 hours of focused CPD time.

Our original venue was the Zurich Auditorium, the Zurich Centre, 3000 Parkway, Whiteley, Fareham, Hampshire, PO15 7JZ. However in light of the current COVID-19 Pandemic, the Regional committee has cancelled all Face to Face meetings for 2020 and decided to make this an online video conference.

The date of the Conference is Friday October 23rd , a 0930 start and the Conference will end at 1630. There will be regular breaks between the sessions.

Attendance at the event will be restricted to 100 delegates and booking is on a first come first served basis.

To help cover the cost of the event, PFS members will be charged £20.50 and non PFS members £26.00.

Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on

CII Accredited

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

6 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

Ticket type Price   Qty  
PFS Members Registration
£ 20.50
Non PFS Members Registration
£ 25.57