Forthcoming events

All forthcoming events

WEBINAR: Living with Purpose - Aligning Personal Values & Embracing Growth

  • Wed 08 Oct 12:00 pm – 1:00 pm
  • Online
    • Claire Russell, Mental Health in Business Ltd

Explore the profound connection between purpose, personal values, and a growth mindset - unlock your potential and drive meaningful personal and professional growth. By aligning individual values with daily actions and embracing a growth mindset, attendees will discover how purpose fuels resilience, adaptability, and fulfilment. Through thought-provoking insights and practical strategies, the session will empower participants to cultivate a purpose-driven mindset that enhances their performance and overall wellbeing. Whether you're seeking clarity in your goals, navigating challenges, or looking to inspire yourself and others, this session provides actionable tools to help you lead with purpose, embrace change, and achieve personal growth.

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Living the Retirement Dream - in-person evening event at The Crooklands Hotel

  • Thu 09 Oct 5:30 pm – 8:30 pm
  • The Crooklands Hotel
    • Roger Jackson APFS, Financial Management Bureau, The Chartered Insurance Institute
    • Julie Calvert FPFS
    • Ian Callaghan FCII, Kingfisher Insurance, The Chartered Insurance Institute
    • Ewan Scott ACII

An informative and fun in-person evening event providing lots of retirement insights from a panel of members. Hosted by the Insurance Institute of Kendal (IIK), supported by the PFS Lancashire, Merseyside and Cumbria region. Whether retirement feels far away for you personally, around the corner, or if you are a financial planner with clients considering retirement, this promises to be an evening full of valuable insights for us, with lively conversation, and great company. Reserve your complimentary place now and join us for an engaging, informative and sociable evening!

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North West Conference

  • Thu 13 Nov 8:30 am – 5:00 pm
  • 1877 Suite, Toughsheet Community Stadium

Following last year's successful event, we're delighted to announce the North West Conference will be returning for 2025, and booking is now open!

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