
The Insurance Charity Golf Day - book your place today
The Insurance Charity golf day will take place on 14 October at The Nottinghamshire club, voted The East Midland's best golf venue. Located six miles from Nottingham station and 18 miles from East Midlands Airport, attendees will be playing on the prestigious 18-hole Championship course.
Tue 9 Sep. 2025

Why underinsurance in home contents is so prevalent and practical tips/tools to address it
Underinsurance is a major issue in the industry – many reports suggest that around 2/3 of homes are
underinsured. Unfortunately, the same is often true for the contents in those homes.
Why is this, and what can the industry do about it? What is underinsurance for contents?
Tue 16 Sep 11:45 am – 12:45 pm
Rachel Doerr, Doerr Dallas

Pensions and Inheritance Tax
A review of Pension Death Benefits and the impact of including unused pension funds in IHT calculations
Thu 18 Sep 8:00 am – 10:00 am
Mark Fenlon, Transact

PFS Birmingham Autumn Roadshow
Wealth and cashflow planning helping clients visualise their future
Our Autumn Roadshows will focus on the intrinsically linked topics of cashflow and wealth planning. We’ll also cut to the chase on exactly how AI is already driving real efficiencies within advice firms.
Thu 25 Sep 8:30 am – 3:35 pm
The National Conference Centre

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