London Specialist Regional Roadshow | Accumulation and Investment | 2022


Our 2022 Accumulation and Investment roadshow promise a line-up of superb industry speakers covering a broad programme of highly topical key presentations. These events will grow your knowledge, count towards your annual CPD and deliver on our pursuit of driving up professional standards across the sector.

There will also be plenty of opportunities to network with both your peers and speakers throughout the day and lunch will also be provided.

Join us as we explore these topical areas, providing practical planning points and actions to support advisers in continuing to deliver better consumer outcomes.

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. 

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. 

Delegates from our recent events said;

‘A first-class event and selection of speakers. Thank you.”

“A well organised, informative event with an excellent blend of topics.”

“Excellent. Extremely informative and educational.”


08:45 - 09:30 Registration

09:30 - 09:40 Chair's Introduction

09:40 - 10:15 TBC


10:15 - 10:50 A new consumer duty, A new paradigm

A New Consumer Duty from the FCA. What is it? What does it entail? What do I need to do to comply? And When do I need to do it by? A whistle stop tour of the FCA’s new ‘Big Reveal’ with all of the tips and advice needed to ease you into the new regime. As a follow up to the session, attendees will also receive a guide to compliance with the new regulations.

A New Consumer Duty from the FCA.

What is it? What does it entail? What do I need to do to comply? And When do I need to do it by?

A whistle stop tour of the FCA’s new ‘Big Reveal’ with all of the tips and advice needed to ease you into the new regime. As a follow up to the session, attendees will also receive a guide to compliance with the new regulations

Speaker: Jamie Farquhar, Square Mile

10:50 - 11:10 Morning Break

11:10 - 11:45 Inheritance Tax – Are you accumulating assets for HMRC?

11:45 - 12:20 Earners & Owners: Tax Efficient Wealth Accumulation



Speaker: Karen Sullivan, Puma Investments

12:20 - 13:00 Lunch

13:00 - 13:35 Tomorrow’s World: the future investment landscape looks very different - be prepared!

Sarasin & Partners consider how the landscape is changing for investment and regulation, what ‘double materiality’ means for investment advisors, and the dynamics of responsible investing in equities.

Legislation around obtaining the clients ESG preferences and client reporting following the introduction of SFDR for European Funds is fast approaching through SDR in the UK and IFAs need to know what is required of them to ensure they are meeting the Target Market rules.


We also explore Greenwashing and how to identify this at Manager and Fund level. We use multi media including video footage, questions for the audience and ask for Audience engagement.

Speaker: Christopher Cade, Sarasin & Partners

13:35 - 14:10 Inflation Toolkit: Prepare, don’t predict

There is no doubt that inflation is a major concern on everyone’s mind. Consumers are feeling the pinch amid the highest increases in the cost of living for decades, exacerbated by geopolitical conflict, post COVID-19 supply-chain disruptions and the reactions of central banks. In this session, LGIM will unpack the inflation story, examining what it means for investors and identifying some key considerations for financial advisers navigating this challenging landscape.

Learning Objectives

  • To understand the conditions that have led to this period of inflation
  • To be able to explain the impact of recent geopolitical tensions on markets and the macroeconomy
  • To be able to identify what investment tools and techniques are available to combat the threat of inflation

Speaker: Katherine George, Legal & General Investment Management

14:10 - 14:40 TBC

Speaker: Matt Connell, Chartered Insurance Institute

14:40 - 14:50 Chair's close


CPD CII Scheme
PFS Accredited 4h 0min

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.


Christopher Cade

Sarasin & Partners

Karen Sullivan

Puma Investments

Jamie Farquhar

Square Mile

Katherine George

Legal & General Investment Management

Matt Connell

Chartered Insurance Institute


Cavendish America Square

1 America Square, 17 Crosswall

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