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Personal Finance Society
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Q3 2017 Regional Conferences Announced

The cycle of life - conundrums, divorce & evolution

Focus of the Q3 regional conferences will be on changing mindsets to address the savings gap and pensions planning.

Highlights include:

  • Fact v fiction in the investment news cycle - who holds all the TRUMP cards?
  • The investment conundrum - changing mindsets to address the savings gap
  • Estate litigation - planning for testamentary Freedom
  • How the platforms evolution is creating new opportunities for advisers
  • Till debt do us part - planning essential for pensions in divorce
  • The Pensions Regulator will provide the latest insights into pension scams and Auto Enrolment.

Reserve your place 

View your next local event, or choose from the following: 

Benefits of attendance

"A great up-beat positive day!"
Q2 delegate feedback
  • Gain essential and business relevant insight and ideas
  • Eligible for up to 4 hours 20 minutes of structured CPD (should you consider it relevant to your development needs)
  • An opportunity to network with your peers and share good practice
  • Understand how your professional body is working to influence Government and regulators
  • Meet your regional committee and understand what other membership resources are available
  • Lunch and refreshments will be provided


This event has been accredited by the Personal Finance Society and the Chartered Insurance Institute, and will qualify for up to 4 hours 20 minutes of structured CPD should you consider it relevant to your professional development needs.

In association with our partners in professionalism

Pips Q3 2017