We've taken member feedback on board and are making some exciting changes to our specialist roadshows during 2023. You can expect:
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.
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.
Built around a former 17th century residence, Tankersley Manor Hotel and Spa is set in an elevated position backing onto woodland, just one minute from Junction 36 off the M1 with complimentary parking. Boasting 98 bedrooms, with the majority of these being newly refurbished, which feature rich layers of craftmanship and charming pops of colour, making guests feel instantly at ease. Leisure facilities include a gym, swimming pool, jacuzzi, sauna and steam room, plus five spa treatment rooms to unwind in after a day of business or leisure.
Nearby attractions include Elsecar Heritage Centre, Cannon Hall and Chatsworth House. Back at the hotel the Bar and Brasserie provides a warm, welcoming place for guests to relax and enjoy hearty Yorkshire-favourite food by the open fire. The versatile hotel is perfectly suited to both business and leisure guests, with 11 event rooms able to accommodate up to 400 delegates – perfect for business meetings, conferences and special events including traditional manor house weddings.
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.
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 email@example.com to clarify this.
Please click here to view the schedule of forthcoming events and what CPD sessions will be covered.
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).
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 firstname.lastname@example.org.