London Summer Conference

Insightful sessions, invaluable networking opportunity and CPD! 

We've taken member feedback on board and are making some exciting changes to our regional conferences during 2023. Here’s just a selection of comments from members who have attended the Spring Local Conferences:  

  • a fantastic speaker who was very engaging 
  • very good insight into the future investment markets 
  • excellent presentation and delivery. Some great material and content, particularly the client case studies 
  • really interesting information about this area of the market. Definitely an under-researched topic area.

We are offering a friendlier feel with a more engaging approach, together with a real sense that this is your community of good practice. A highlight of the Summer series promises to be a deep dive into tax planning by way of a detailed case study.  

What are you waiting for? Save the date and book your free place now! 

During the event you will experience a day of topical and insightful business updates which all contribute to your CPD. At the heart of this will be presentations delivered by a number of leading subject matter experts. The conference offers a great opportunity for networking and sharing good practice with your peers, local to where you live and/or work. 

Throughout the day your local PFS regional committee will provide updates on new developments and initiatives from across the Personal Finance Society, helping you stay informed about the benefits of membership and to take away information which may benefit colleagues and others in your practice/firm.  

A detailed agenda will be available approximately six weeks before the start of each round of events.Lunch and refreshments will be provided. Delegates will be eligible to claim over 3 hours of CPD. Please note the agenda is provisional and may be subject to change. 

As a PFS member, you are permitted to attend one event in each series free of charge 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. If you have any queries, please contact the events team at regionals@thepfs.org

Programme  

Venue  

The Insurance Hall

20-21 Aldermanbury
London
London
EC2V 7HY

FAQs

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 regionals@thepfs.org 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 regionals@pfs.org 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 regionals@thepfs.org 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 regionals@thepfs.org