South Wales Regional Conference

We invite you to join us for the next South Wales regional conference, featuring a variety of expert speakers delivering high‑value CPD across retirement income, taxation, inheritance planning, and the upcoming pension and legislative changes. 

9 o'clock registration for 9:30 start

Lunch provided

Speakers and Learning Objectives:

PIMCO

Optimising Retirement Income in 2026: Navigating Market Dynamics with PIMCO

• Understand PIMCO’s core macro views and market outlook.
• Explore best investment ideas across the fixed income spectrum.
• Apply natural income generation theory to retirement planning.

M&G

Taxing Matters: Making Sense of Budgets, Brackets, and Better Planning

• Gain a clear understanding of the latest taxation changes from the past two Autumn Budgets.
• Apply the correct order of taxation to clients' investments.
• Explore tax-efficient planning strategies to reduce the tax impact on investments.

Adeptli

Inheritance Tax in practice – from client scenario to solution

• Recognise the client-specific factors that influence inheritance tax exposure, including lifetime transfers, estate composition and available exemptions and reliefs.
• Consider appropriate inheritance tax planning strategies and their implications, considering suitability, complexity and client objectives.
• Evaluate changing circumstances and understand how these may alter advice decisions and client outcomes.

Triple Point

Getting match fit for the 2027 pension shake-up

• List the upcoming changes affecting inheritance tax, pensions, Business Relief and Venture Capital Trusts.
• Describe how Business Relief and Venture Capital Trusts can help address inheritance tax and income tax planning challenges.
• Explain tax planning strategies by using structured client scenarios.

Aviva

Reasons to be Cheerful, unlocking post Budget potential

• Understand the key changes in both the 2024 and, especially, the 2025 Budgets.
• Consider the impact this has had on financial planning opportunities and investment strategies.
• Evaluate the importance of a comprehensive planning strategy and the growing need for advice.

Penguin Wealth

From Understanding to Application: Using AI Safely in Advice Firms

• Explain what AI means in the context of a modern advice firm, and where it can (and cannot) support day-to-day work.
• Recognise and select appropriate tasks for AI by understanding its strengths, limitations, and common failure modes.
• Apply a safe, responsible approach to AI use in a regulated environment, including confidentiality, oversight, and human accountability.
• Identify 3–5 practical, low-risk AI use cases relevant to your own firm that you could trial immediately.
• Create a simple first-weeks adoption plan, including how you will evidence learning outcomes and maintain good CPD records.