Forthcoming events

This month

PFS XCHANGE LATER LIFE PLANNING CONUNDRUMS - Thursday 29th February 2024

  • Thu 29 Feb 8:45 am – 4:00 pm
  • Hilton at The Utilia Bowl (formerly the Ageas Bowl)

The PFS are excited to invite you to register for the first series of new-style PFS XCHANGE events taking place in 2024!

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PFS XCHANGE: Later Life Planning Conundrums – Southampton

  • Thu 29 Feb 8:45 am – 4:35 pm
  • Hilton at The Utilia Bowl (formerly the Ageas Bowl)

We are excited to invite you to register for the first series of new-style PFS XCHANGE events taking place in 2024! These events will be bigger with more topics relevant to a greater range of roles in our profession.

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AF7 (Pension Transfers) Pre-exam Training Thursday 29th February 2024 - online distance learning event

  • Thu 29 Feb 9:30 am – 4:30 pm

This course covers the main topics of the AF7 syllabus in preparation for the AF7 exam on Tuesday 5th March 2024. This session is recorded and a copy is sent out to all delegates.

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Networking: A Professional Approach - 29 February

  • Thu 29 Feb 12:00 pm – 1:00 pm
  • Webinar

Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam. This session emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers

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All forthcoming events

AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 19th February 2024 & Monday 4th March 2024- online distance learning event Day 2

  • Mon 04 Mar 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Thursday 7th March 2024. All sessions are recorded and sent out to all the delegates.

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RO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 19th March 2024 - online distance learning event

  • Tue 19 Mar 9:30 am – 4:30 pm

This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.

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RO3 (Personal Taxation) Pre Exam Training, Tuesday 26th March 2024 - online distance learning event

  • Tue 26 Mar 9:30 am – 4:30 pm

This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.

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RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 27th March 2024 - online distance learning event

  • Wed 27 Mar – Tue 16 May

This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates. The learning objectives are as follows: 1. Understand the political, economic and social environment factors which provide the context for pensions planning. 2. Understand how the HM Revenue & Customs (HMRC) tax regime applies to pensions planning. 3. Understand the relevant aspects of pensions law and regulation to pensions planning. 4. Understand the structure, characteristics and application of Defined Benefit (DB) schemes to an individual’s pension planning. 5. Analyse the range of Defined Contribution (DC) scheme options as they apply to an individual’s pension planning. 6. Analyse the options and factors to consider for drawing pension benefits. 7. Explain the structure, relevance and application of State Schemes to an individual’s pension planning. 8. Evaluate the aims and objectives of retirement planning, including the relevant investment issues.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 1 of 10, Tuesday 9th April 2024

  • Tue 09 Apr 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 1: Wills/Intestacy & Introduction to Trusts

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 2 of 10, Wednesday 10th April 2024

  • Wed 10 Apr 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 2: Inheritance Tax.

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Kent Conference 2024 - Navigating rapid transformative global change

  • Tue 16 Apr 8:45 am – 4:00 pm
  • Kent Showground, Events Centre, The Clive Emson Building, Maidstone

We are delighted to hold our eleventh annual conference once again on Tuesday 16th April. The event provides a superb opportunity to enjoy a fantastic day of education, debate and networking. It is always our aim for you to have plenty of take-aways of thought provoking ideas to implement and share. The event is relevant to many issues the sector faces, and is an enabler to further your knowledge and understanding to assist you within the scope of your role, and share within the workplace or even outside! From feedback ‘as the one to attend’, we cover a wide range of topics from a variety of presenters along with lunch and refreshments, and certainly recommend you bring along your colleagues or contacts in order to gain CPD.

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Quiz Night

  • Thu 18 Apr 7:00 pm – 11:00 pm
  • Romsey Golf Club

Get ready to test your knowledge, flex your brain muscles, and the chance to catch up with other members. From trivia titans to casual quizzers, there's something for everyone.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 of 10, Tuesday 4th June 2024

  • Tue 04 Jun 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 3 : Will Trusts.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4 of 10, Wednesday 5th June 2024

  • Wed 05 Jun 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 4 : The Nil Rate Band and Residential Nil Rate Band.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 of 10, Tuesday 9th July 2024

  • Tue 09 Jul 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 5 : Post Death Matters & Trusts Used in Financial Services.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 6 of 10, Wednesday 10th July 2024

  • Wed 10 Jul 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 6 : Trust Taxation.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 of 10, Tuesday 27th August 2024

  • Tue 27 Aug 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 7 : Trustee Duties & Incapacitated Client.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 8 of 10, Wednesday 28th August 2024

  • Wed 28 Aug 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 8 : Philanthropic Client.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 9 of 10, Tuesday 29th October 2024

  • Tue 29 Oct 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 9 : Revision & Exam Technique.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 10 of 10, Wednesday 30th October 2024

  • Tue 29 Oct 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 10 : Revision & Exam Technique.

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