Bristol & Cheltenham Regional Conference 2 2022

Insightful sessions, invaluable networking opportunity and CPD!

The Personal Finance Society’s regional conferences offer members a full day of topical and insightful business updates plus relevant CPD. The day will include a varied and note-worthy set of presentations delivered by a number of leading subject matter experts. These events also offer key opportunities for networking and sharing good practice with your professional peers, local to where you live and/or work.

There will be updates on research, new developments and initiatives from the Society, and your local PFS regional committee will be happy to share information about member services, qualifications and pro bono initiatives. 

A detailed and finalised agenda will be available approximately 6 weeks before the start of each round of events. You can view the programme by visiting this page, and also by downloading the PFS Conference App. We highly recommend you download the PFS Conference App prior to this event, to ensure you the best experience onsite.

Join the conversation on twitter and be sure to register now to secure your free place at this event. Attendance is complimentary for Personal Finance Society members and guests. Lunch and refreshments will be provided. Delegates will be eligible to claim over 3 hours 30 minutes CPD, should they consider the content relevant to their professional development needs.

Please note the agenda is provisional and may be subject to change.

We look forward to seeing you soon and if you have any queries, please do not hesitate to contact the events team at

Please note as a PFS member, you are permitted to attend one event in each series at your preferred location.  If you would like to attend more than one and take the opportunity to be a partner, please contact our Partnerships Team for more information. 

Non-members are welcome to attend their first event free of charge.  After this, we will contact you about joining the PFS to be able to access further events and services. 


08:45 - 09:30 Registration

09:30 - 09:40 Chair Introduction

09:40 - 10:15 When exactly is the right time to gift?

With yet more regulatory upheaval in the form of the latest FCA consultation on the introduction of a Consumer Duty, we’ll address this in the context of a wide range of financial planning opportunities including gifting and personal taxation – which also addresses the increased demand on advisers for intergenerational planning advice. We’ll also consider some of the key considerations for clients already in drawdown and the impact markets could have on their longer term plans. And let’s not forget with many clients living beyond the age of 75yrs it’s likely those with larger funds will see a test against the Lifetime Allowance at this time. What could this mean for them, their beneficiaries and how can we plan for this. Planning for the succession of family assets is often neither straight forward or a smooth road but is an area where you can clearly demonstrate the value of comprehensive advice for your clients. We’ll use examples throughout that reflect typical client scenarios.


Learning objectives:

By the end of the session you will be able to:

  • Identify the different options for wealth transfer and wealth creation
  • Explain the key issues for reviewing older clients in drawdown
  • Demonstrate the personal taxation implications for gifting

Speaker: Kirsty Anderson, Pru

10:15 - 10:50 The Monopoly of markets - a game of chance or strategy?

Speaker TBC, Fidelity

Speaker: James Bird, Fidelity International

10:50 - 10:55 Professional Qualifications Officer

10:55 - 11:15 Coffee break

11:15 - 11:20 Chartered Champion

11:20 - 11:55 Complete client conversations - confidently discuss responsible and sustainable investment

Speaker TBC, Quilters

Speaker: Tom Hawkins, Quilter

11:55 - 12:30 Future proofing your CIP

Speaker TBC, Copia Capital

Speaker: Robert Vaudry, Copia Capital

12:30 - 12:35 Education Outreach Ambassador

12:35 - 13:15 Lunch

13:15 - 13:20 Membership Officer

13:20 - 13:55 Pensions as a tax reducer & state pensions

Speaker TBC, Royal London

Speaker: Justin Corliss, Royal London

13:55 - 14:00 Chair's close


CPD CII Scheme
PFS Accredited 2h 55min

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.


Kirsty Anderson


James Bird

Fidelity International

Tom Hawkins


Robert Vaudry

Copia Capital

Justin Corliss

Royal London


Cheltenham Racecourse

Cheltenham Racecourse
GL50 4SH

Partners in professionalism


Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.

Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.

You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.

It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office at and we can check your records.

At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.

Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.

You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.

If you are unable to download your CPD Certificate after 48 hours, please email to clarify this.

Please click here to view the schedule of forthcoming Conferences, regional events and what CPD sessions will be covered.

For general information and links about the CPD process, please click here.

To log-in and view your CPD records, please click here.

If you have any further queries about CPD, please contact the Personal Finance Society /CII on 020 8989 8464.

We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).

Please email the Conference Office at after the Conference and we will send you the presentation slides.

The dress code is business attire.

We are delighted to be returning to face-to-face events and want to reassure you that the health and safety of our staff and members are our priority and we remain committed to making your experience as safe and enjoyable as possible.

Whilst restrictions have now been lifted, we will still be recommending important procedures and will be working together with the venues, to ensure a safe and successful return to physical events. We ask you to please follow these guidelines, where possible to ensure a safe environment for all attending.

  • Please do not attend events, if you have any COVID symptoms, please click here for up to date NHS information
  • Take a lateral flow test on the morning of the event, allowing at least 30 minutes for accurate results.  Please click here to order directly from the NHS website.
  • Please check in via the NHS track and trace app, on arrival
  • Encouragement of wearing facemasks in public areas (unless seated)

Whilst social distancing is not a government recommendation, we will be limiting capacity at events, to allow additional space around the venue.  Please book now to secure your place, these will be available on a first come, first served basis.

We look forward to seeing you soon and if you have any queries, please do not hesitate to contact the events team at