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PFS Local

Browse PFS Local events, hosted and organised by PFS Regional Committees.


Events by members, for members

PFS Local is the new name for our regional events. Our volunteer-led committees across all 26 PFS Regions are working to deliver a programme of local engagement across a mix of in-person and digital events. These allow you to undertake CPD at a local level and strengthen your network of contacts across your region. 

The programme is beginning to take shape; keep an eye on our emails and check back here regularly to find your next PFS Local event.

Next Gen Powering the future

Date: Several events running throughout October

Bristol & Cheltenham PFS Local Committee are working in conjunction with the Insurance Institute of Bristol running a series of events to support your growth journey through Financial Services.

Register here

CPD and networking on Personal Brand

Date: Wednesday 23 October 2024

Time: 17:00 - 21:00

Location: Bar Esquina, 108 Upper Parliament Street, Nottingham, NG1 6LF

Register here

Later Life Planning and an Introduction to SOLLA

Date: Thursday 24th October 2024

Time: 09:00 - 12:45

Location: Hylands House, London Road Writtle CM2 8WQ

Register here

TV 3rd conference – Post Budget

Date: Thursday 31 October 2024

Time: 09:30 - 13:30

Location: Sonning Golf Club, Duffield Road Sonning on Thames, Reading, RG4 6GJ.

Organised by : Thames Valley Region

Register here

Bank of England Economic Outlook

Date: Tuesday 19 November 2024

Online

Please note this will not be recorded

Time: 11:00 -12:00

Join Adam Owen, from Next Gen Planners for two workshops taking place in November and January – places are limited so please reserve your place ASAP.

Register here

 

Bridging Generations: Mastering Cross – Generational Communication

Date: Tuesday 19 November 2024

Location: National Space Centre, Leicester LE4 5NS

Time: 09:30 - 16:00

Register here

 

South Wales PFS Local regional conference 2024

Date: Wednesday 20 November 2024

Location: Vale Resort, Hensol Road Hensol CF72 8JY

Time: 09:00 - 14:30

Register here

Networking & Social Evening

Date: Thursday 24 October 2024

Location: The Rupert Brooke, 2 Broadway Grantchester CB3 9NQ

Time: 18:30 to 20:30

Region: Stamford region

Register here

Quilter presentation with Kirsty Anderson

Date: Thursday 21 November 2024

Online

Time: 12:00 - 13:00

Register here

Pensions and Peroni – places are limited so please book ASAP!

Date: Thursday 28 November 2024

Mark Stewart from Scottish Widows and Kerry Houghton from atSipp will be providing 80 minutes of CPD on pensions followed by some festive cheer!

Location: OneCoWork, Winckley Square, Preston followed over the road at the Forum Bar

Time: 15:00 - 19:00

Register here

Nick Edwards – Tax Planning – A topical case study

Date: Wednesday 4 December 2024

Online

Time: 12:00 - 13:30

Register here

Beyond AI – Creating a world class client experience in the real world

Date: Thursday 23 January 2024

Location: National Space Centre, Leicester LE4 5NS

Time: 12:00 - 13:30

Register here