My Basket0

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 Belfast

Date: Wednesday 5 June

Location: Kingfisher Country Estate

Register here

XCHANGE Real World Opportunities Leicester

Date: Tuesday 11 June

Location: King Power Stadium

Register here

XCHANGE Real World Opportunities Durham

Date: Thursday 13 June

Location: Ramside Hall Hotel

Register here

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

Other events

PFS National Conference

Date: Tuesday 12 November

Location: Manchester Central, Manchester

Register here