PFS Hants & Dorset/Surrey Regional Local Conference

Wednesday 21 January 2026, 9:30 am - 3:00 pm

In person

The Shane Warne Suite, Utilita Bowl, Hampshire County Cricket Club

4 hours

Tim Willis, Investment Director, ParmenionColin Morris, Investment Director, ParmenionMatt Johnson, Strategic Partner Manager, OctopusBernie de SouzaRobert Linsley, Automwrite

Agenda for PFS Hants & Dorset/Surrey Regional Local Conference

Wednesday 21st January 2026, Shane Warne Warne Suite, Utilita Bowl, Botley Road, West End, Southampton, SO30 3XH

09: 30: Arrival, registration and refreshments.

10: 00: Introduction by PFS Hants & Dorset Chair, Kevin Forbes FPFS

10: 10: Tim Willis, Investment Director, Parmenion: “Doing Retirement Differently”.

10: 50: Matt Johnson, Octopus Investments: “IHT all change!.... again”.

11: 30: Bernie de Souza: International Speaker, Coach and Author: “How to convert annual reviews into new business and instant referrals’’.

12: 15: Lunch

13: 00: Robert Linsley, Automwrite: “AI: From Buzzword to Toolbox. Navigating transformation in an evolving space”.

13: 40: Protection speaker – to be advised.

14: 20: Colin Morris, Investment Director Parmenion: “Electing to embrace Crypto”.

15: 00: Close of meeting.

15: 00 to 1530: Networking, drinks and refreshments.

Speakers:

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 www.cii.co.uk/cpd.

PFS Hants & Dorset/Surrey Regional Local Conference

Venue

CII Accredited

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