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PFS XCHANGE

Experience technical masterclasses, balanced with skills development, career pathway workshops and interactive good practice development sessions at our XCHANGE events in 2024.

In person events

Our approach is evolving in 2024. PFS XCHANGE will bring you larger, multi-streamed events offering a greater choice of content for all. PFS Local will deliver events across each of our 26 regions. 


XCHANGE - events for everyone in the personal finance community!

Welcome to Real World Opportunities - the second series of events within the 2024 XCHANGE programme.

Join us in one of five locations across the UK this summer for a host of insights into The Budget, AI, Technology and Sustainability - all with the purpose of sharing multiple real world planning opportunities with you.

At all XCHANGE events you can expect a multi-stream format which offers a choice of content for everyone across the financial planning community - from advisers and paraplanners to compliance specialists and those in back-office roles. Come and experience technical masterclasses, balanced with skills development, career pathway workshops and interactive good practice development sessions.

XCHANGE Real World Opportunities Bristol

Date: Tuesday 25 June

Location: Ashton Gate Stadium

Register here

XCHANGE Real World Opportunities Epsom

Date: Thursday 27 June

Location: Epsom Downs Racecourse

Register here

Divorce, Death and Tax: effective planning for life's key events

 

Welcome to the third and final series of in-person events within the 2024 XCHANGE programme.

Join us at one of four locations across the UK for a deep dive into two of life's key events: divorce and death. You will gain essential guidance on current trends around the tax implications of divorce and death, ensuring you can provide expert guidance when it's needed most. Alongside this, we'll equip you with fresh thinking on how best to communicate this effectively - ensuring you can build and maintain stronger relationships with your clients.

XCHANGE Divorce, death and tax - Leeds

Date: Tuesday 10 September

Location: Headingly Stadium, Leeds

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XCHANGE Divorce, death and tax - Liverpool

Date: Thursday 12 September

Location: Titanic Hotel and Rum Warehouse, L3 0AN

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XCHANGE Divorce, death and tax - Birmingham

Date: Tuesday 24 September

Location: The National Conference Centre, Solihull B92 0EJ

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XCHANGE Divorce, death and tax - London

Date: Thursday 26 September

Location: Leonardo St Paul's, London, EC4V 5AJ 

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Other events

PFS National Conference

Date: Tuesday 12 November

Location: Manchester Central, Manchester

Register here