London Specialist Regional Roadshow | Accumulation and Investment | 2023

We've taken member feedback on board and are making some exciting changes to our specialist roadshows during 2023. You can expect:


  • a friendlier feel, with more of a workshop style (say goodbye to 'death by PowerPoint')
  • a more engaging approach, making it easier for you to talk with 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 business updates around investment strategies to accumulate wealth. 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.


08:45 - 09:30 Registration

09:30 - 09:35 Chair Introduction

09:35 - 09:50 Word Cloud Activity

Discuss a number of key priorities and processes advisers are implementing for consumer duty.

09:50 - 10:25 Plotting a Steady Course in Turbulent Economic Conditions – the case for real asset investing

After a 40 year period of globalization, falling interest rates and benign inflation we are at an inflection point in the world economy and financial markets. With inflation high, growth weakening and structural imbalances in labour markets, Central Banks have a difficult task in combatting inflation whilst maintaining economic growth – raise rates to fast / high will damage the real economy, cause unemployment to rise and damage corporate earnings, leave rates to low and they risk inflation becoming embedded in the system and risking higher rates in the future. In an increasingly challenging global market environment, real assets can offer what many investors are looking for: relatively stable and predictable earnings from fixed physical assets, diversification from bonds and equities, the potential for income growth and inflation protection. In this session, Foresight will highlight the case for real assets and how investors now have access to a wide variety of investment vehicles and an unprecedented supply of opportunities.


  • Demonstrate how Real Assets can provide shelter for investors in an uncertain economic environment

  • Understand how the monopolistic nature of some types of real assets can provide steady earnings growth for asset owners.

  • Highlight how investors can access illiquid real assets through securitised investment vehicles.

Speaker: Mike Parsons, Foresight Group

10:25 - 11:00 Finding Opportunities in Fixed Income in 2023...and beyond!

This session will focus on the investment outlook for Fixed Income, after a challenging period for the asset class, and equip advisers with tools to help assess Fixed Income funds. The session will cover effective portfolio management, looking at both credit sectors and issuers, as well as interest rate markets, with examples to bring these concepts to life.

Speaker: Amelie Chowna, Legal & General Investment Management

11:00 - 11:20 Conversation Over Coffee

11:20 - 11:55 Ask V: Ask Vanguard 5 Questions in 35 minutes - you decide

Taking an innovative approach, Vanguard welcomes you, the audience, to decide on the day which topics they cover. Prepared to talk to a wide range of subjects, the speakers are specialists who will talk to whatever is of most interest to the advisers in the room. Topics include: The Value/Growth switch; Does active work?; Can ESG be indexed?; What returns do Vanguard think you can expect?; Does understanding physical climate risk improve investor returns?; Did 2021 performance kill ESG?; How to pick an active manager.

  • Describe the importance of balance in helping clients to achieve their investment goals.

  • Understand how an assessment of the physical risks of climate change impact on a portfolio.

  • Explain why deep research into ESG can create balanced outcomes for investors.

  • Describe Vanguard’s framework for selecting an active manager and how it splits into drivers and outcomes of outperformance.

  • Gain an understanding of the key risks facing the global economy and financial markets in 2023, as well as Vanguard’s expectations for asset returns over the next decade.

Speaker: Andrew Surrey, Vanguard Asset Management Speaker: Perry Marsden, Vanguard

11:55 - 12:30 Practical Techniques for Efficient and Effective Portfolio Management

A portfolio masterclass with Square Mile’s Chief Investment Officer, Mark Harries, aimed at both advisory portfolio management and for those engaged in due diligence on prospective MPS providers. The session will focus upon the practical aspects of portfolio construction, from Strategic and Tactical Asset Allocation, to working with risk profiling tools and fund selection techniques. The presentation will also cover the systems and governance required to meet today’s regulatory environment as well as the implications of The New Consumer Duty on advisory portfolio management.

Speaker: Mark Harries, Square Mile Investment Consulting & Research

12:30 - 13:10 Lunch and Learn

13:10 - 13:25 Word Cloud Activity

Learn about developments in technology to aid the financial planning process.

13:25 - 14:00 Understanding Regional Differences

Creating a balanced portfolio is at the heart of any Investment. A fundamental component of this strategy is creating an asset allocation based on exposure across global geographic marketplaces, from US to Emerging Markets to Europe to Asia. Keith Balmer, Director and portfolio manager within Columbia Threadneedle Investments Multi-Asset team will investigate different themes within global geographical exposure and discuss how he sees these influencing portfolios in the future. The aim of the presentation is to give advisors a better understanding of what are the key drivers of returns within their client portfolios and how this may affect returns over different potential future scenarios. Keith will discuss what the overriding characteristics of each of the global geographical regions are. Highlighting key themes, identifying the different exposures and risks that these characteristics might create but also the opportunities that these might bring to a portfolio. Answering some questions such as:

  • Which regions are more exposed to Growth or Value stocks and what could this mean in a world of changing interest rates and inflation?
  • Which sectors are driving performance of these markets and how large an influence do they have on overall performance?
  • How concentrated are these markets, from a sector perspective and also at a company level?
  • Given this knowledge, what does it mean for global investment portfolios with today’s market outlook.

Speaker: Keith Balmer, Columbia Threadneedle

14:00 - 14:05 Chair 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.


Keith Balmer

Columbia Threadneedle

Mark Harries

Square Mile Investment Consulting & Research

Andrew Surrey

Vanguard Asset Management

Perry Marsden


Mike Parsons

Foresight Group

Amelie Chowna

Legal & General Investment Management


Etc Venues St Pauls

200 Aldersgate

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 events team 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 soon. 

Please note that you MUST sign in at the conference for all sessions you attend for the events team 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 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 event team at after the conference and we will send you the presentation slides. 

The dress code is business attire.

Whilst restrictions have now been lifted we would ask you to not attend events if you have any COVID symptoms. 

Please click here for up to date NHS information 

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