PFS Hants & Dorset/Surrey/Thames Valley Regional Local Conference
PFS Hants & Dorset/Surrey/Thames Valley Regional Local Conference, Wednesday 13th May 2026, the Hampshire Suite, Utilita Bowl, Botley Road, West End, Southampton, SO30 3XH
The PFS Regional Committees of the Hants & Dorset, Surrey and Thames Valley Regions have organised a local, face to face conference covering a variety of interesting topics and subjects.
This conference is free to our members. To confirm your place please book online.
Lunch and refreshments are provided and parking is free at the venue.
As you enter the Utilta Bowl, bear to the right and parking is opposite the cricket stadium. Go through the turnstiles and head to the Shane Warne Stand. Go up to the 2nd floor and the Hampshire Suite, where the conference will be taking place.
The agenda is as follows:
0930: Arrival, registration and refreshments.
1000: Introduction by PFS Hants & Dorset Chair, Kevin Forbes FPFS
1010: Operational Resilience
Martin Jennings, Parmenion CEO
1050: Professional Indemnity Insurance - Market update and Evolving Trends
Julian Brincat, Executive Director, Financial Lines Group, Howden
1130: Bigrock – People Performance Solutions
A soft skills session that will transform your mindset and enhance your skill sets
1215: Lunch
1300: The Big Investment Breakdown
Investment Director, William de Baer, at Casterbridge will take a closer look at The Big Investment Breakdown. As the traditional balancing relationship between equities and bonds has broken down, the diversification many portfolios rely on has been materially reduced. In this session, we will explore why these periods occur, how they have played out historically, and how disciplined investors can respond to restore proper diversification within client portfolios. We will also offer a concise market update and an overview of the key long-term mega trends likely to shape markets over the next 5, 10 and 20 years.
1340: The evolving shape of the platform market
Rich Mayor from the Lang Cat explains all.
1420: Guest speaker to be confirmed.
1500: Close of meeting.
1500 to 1530: Networking, drinks and refreshments.
Venue
This event is free to PFS members.