PFS Yorkshire Specialist Regional Roadshow | Accumulation & Investment | 2023

Tankersley Manor Hotel
Wednesday, 08 November 2023
8:45 am – 2:40 pm (UK time)
    • Amy Henderson, TIME
    • George Rolls, M&G
    • Ben Moxon, Orbis
    • George Fox, Jupiter

Specialist learning & an invaluable networking opportunity!

We've taken member feedback on board and are making some exciting changes to our specialist roadshows this year. You can expect:

  • a friendlier feel, with more of a workshop style (say goodbye to 'death by PowerPoint')
  • a more engaging approach, encouraging you to interact and learn from other delegates
  • a real sense that this is your community of specialist practice for accumulation and investment advice.

Throughout the event the focus will be firmly on topical and insightful updates specific to investment. These can enhance the quality of advice you provide to your clients. As well as counting towards your CPD requirements, the conference offers a great opportunity for networking and exchanging ideas with your peers during the coffee and lunch breaks.

Join us as we explore the latest thinking around accumulation and investment advice, while providing practical planning points and actions to support advisers in continuing to deliver better consumer outcomes.

Book your place here

  • Tankersley Manor Hotel
  • Church Lane, Tankersley
  • Barnsley, South Yorkshire
  • S75 3DQ
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CII Accredited

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

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