Events
Forthcoming events
Autumn PFS Roadshow 2025 (Middlesbrough) - Date for diary
Our approach is evolving in 2025. 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.
In September the Roadshow will be in Middlesbrough, at the Leonardo Hotel, Middlesbrough.
Tue 16 Sep – Tue 16 Sep
Leonardo Hotel

CPD Webinar: Autism & Neurodiversity in the Workplace
The webinar aims to increase awareness of autism and neurodiversity in the workplace, and allow attendees the opportunity to discuss workplace specific circumstances, develop strategies to support a neurodiverse workforce, and identify next steps for their organisation.
Wed 17 Sep 2:00 pm – 3:00 pm
Loren Snow, Diversity Trust

A Day at the Races
We are delighted to announce that in partnership with BIBA Yorkshire & Northern, we are holding "A Day at the Races" on Friday 19 September 2025 at the spectacular Royal Armouries, Leeds.
Fri 19 Sep 11:30 am – 5:00 pm
The Royal Armouries, New Dock Hall
Parametric Insurance/New ways of underwriting in the 21st century
“Indemnity, or not Indemnity, that is the question.” An exploration of the growth and uses of parametric insurance products.
Thu 25 Sep 12:00 pm – 1:00 pm
Dr Alan Punter, BTech, MSc, PhD, MBA,

CANCELLED -The Evolving Workplace in the 21st Century - North-East Regional Flagship Event
We are sorry to announce that this event has been cancelled. We apologize for any inconvenience this may cause. Thank you for your understanding.
Thu 09 Oct 9:00 am – 3:00 pm
Novotel Leeds
Previous events

CPD Webinar: The Law of Tort - POSTPONED
We will explore the torts in civil law and look at how they may relate to
insurance and the cover that is provided to businesses & individuals.
This course is ideal for those wishing to learn more about private law and
how it is such an integral part of insurance
Wed 10 Sep 12:00 pm – 1:00 pm
Jennifer Yeates, Zing 365
The Cyber Evolution: Defending the Dynamic Workplace
The digital transformation of the workplace has created unprecedented opportunities and equally unprecedented risks. As remote work becomes the norm and cloud technologies reshape how we operate, cybercriminals are exploiting new vulnerabilities faster than ever before.
Thu 04 Sep 12:00 pm – 1:00 pm
Rosehana Amin, Clyde & Co LLP
Human V Automated Decision-Making: Have We Gone Too Far?
We have reached a critical crossroads in the digitisation and automation of processes within insurance and financial services. Some say that we have already gone too far and the human element is being continuously eroded, whereas others believe we have not gone far enough and that insurance and financial services continue to lag behind other professions. There is a fine balance to be struck.
This session is a pre-seminar webinar for our Flagship event "The Evolving Workplace in the 21st Century" happening on Thursday 9 October, Novotel, Leeds.
Thu 31 Jul 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill
2025 PFS Tyne Tees conference
Join us for an exclusive professional development event designed specifically for members of the Personal Finance Society (PFS) and financial planning professionals. This comprehensive event will provide in-depth insights into several key areas crucial for enhancing your practice and staying current in the ever-evolving financial landscape.
Don’t miss this opportunity to expand your knowledge, refine your skills, and network with peers. Join us to stay ahead in the financial planning profession!
Thu 10 Jul 8:30 am – 3:00 pm
Ramside Hall Hotel and Golf Club

Chartered Connections Breakfast
A workshop aimed at chartered members, and those who are nearing chartered, to look into the technical differences of SIPPs V SASS
The session will look into the similarities and differences the 2 products. Looking at when one may be better for a client than the other
There will be case study examples for each to look into the benefits and disadvantages of both of the products.
Thu 10 Jul 7:45 am – 9:00 am
Kerry Houghton, @SIPP

CPD Webinar: Policy Terms and Conditions – navigating the small print
In this webinar we cover some of the fundamentals of general insurance policy terms and conditions, emphasising their significance in the insurance industry. Why we have these minimum knowledge requirements around them as well as the legal and regulatory framework, with a focus on effective client communication.
Tue 08 Jul 12:00 pm – 1:00 pm
Kerris Earle, Zing 365