Previous events

This month

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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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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CPD Session: Optimum Performance & Productivity

  • Tue 09 Apr 12:00 pm – 1:00 pm
  • Online

This session looks at how we can optimise our productivity and performance at work. We examine the modern challenges to effective productivity, and how the remote or hybrid work environment has only emphasised the need for professionals to take control of their own motivation, focus, and execution. The session will show you how only an integrated approach can support sustainable performance over time, how to ‘get into the zone’ for peak performance in the moment, and the surprising truth about what really motivates us.

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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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All previous events

Power of Questions Webinar - 28th March

  • Thu 28 Mar 12:00 pm – 1:00 pm
  • Online

Asking the right questions of ourselves, as much as of others, is one of the keys to success in our business and personal lives. This virtual training programme helps us to understand why questions are so important and how powerful they can be in leading us to the outcomes we want to achieve.

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CPD Session - The Power of Active Listening

  • Wed 27 Mar 12:00 pm – 1:00 pm
  • Online

Active listening and non-judgemental communication are super powers for successful leaders. This session is aimed at anyone wishing to elevate their communication skills. The aim of the session is help attendees to understand the benefits of active listening and non-judgemental communication, and how they can both be put into practice, to contribute to a psychologically safe and healthy workplace.

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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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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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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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"How Brokers Add Value" - March 8th

  • Fri 08 Mar 12:00 pm – 1:00 pm
  • Webinar

Objectives of this CPD event are - Understand the differences between direct, aggregator and broker sales Be aware of the expectations of the regulator and FOS when buying via a broker Link good practice in broker sales to the requirements and standards of the Consumer Duty

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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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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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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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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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An Introduction to Allyship

  • Tue 20 Feb 10:30 am – 11:30 am
  • Online
    • Dawn Jackson, The Clear Company

This webinar is intended to increase your awareness, build knowledge, and give you practical skills to support a more inclusive workplace and your becoming an ally in and out of the office. The session will explore the link between inclusion, equity, and allyship and describe the importance of allyship in the workplace. We will explore practical ways allies behave in the workplace, show you how to identify opportunities to be an ally as well as discuss some misconceptions about allyship. The session concludes with some final takeaways and a call to action to support the development of an inclusive culture in the insurance and financial services sectors.

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AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 19th February 2024 & Monday 4th March 2024- online distance learning event Day 1

  • Mon 19 Feb 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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AF5 (Financial Planning Process) Pre-Exam Training, Monday 5th February 2024 - online distance learning event

  • Mon 05 Feb 9:30 am – 4:30 pm

To review the factfind issued by the CII in January 2024, in preparation for the AF5 exam on Tuesday 13th February 2024. This session is recorded and a copy is sent out to all delegates.

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Self-Care 101: Tips to Super Charge your Self-Care

  • Thu 01 Feb 12:00 pm – 1:00 pm
  • Online

Healthy, helpful personal coping strategies are absolutely fundamental to health, happiness and success at work. This empowering session helps you to develop some powerful self-help strategies to manage stress, boost resilience and protect overall health and wellbeing. Through group discussion, activities and exercises, attendees will identify areas in their lives where more self-help would be beneficial, and will take away some practical ways to be intentional in developing healthy self-care practices.

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AF1 (Personal Tax & Trust Planning) Pre Exam Training, 4 Afternoon Sessions 22nd/23rd/24th/26th January 2024 - online distance learning event session 4

  • Fri 26 Jan 1:00 pm – 4:30 pm

A course run over 4 afternoons covering the AF1 syllabus and exam in preparation for the AF1 exam on Tuesday 20th February 2024. All sessions are recorded and sent out to all the delegates.

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