2023 PFS-Member Autumn Conference
Speaker List
Confirmed Speakers:
🗹 Don MacIntyre: Interim Chief Executive Officer, Personal Finance Society
🗹 Paul Mount: Deputy Agent (Yorks & Humber) Bank of England
🗹 Gareth Davies: Specialist, Individual Pensions, Scottish Widows
🗹 Olivia Geldenhuys: Investment Specialist, Schroder Asset Management
🗹 Natalie Tysoe: Investment Specialist, Morningstar
🗹 Alastair Unwin: Fund Manager, Polar Capital
🗹 Ash Kapasi: Tax & Trust Specialist, Quilter
🗹 Ella Hoxha: Head of Fixed Income, BNY Mellon Newton Investment Management
🗹 Andrew Surrey/Perry Marsden: Senior National Development Managers, Vanguard AM
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2. Morningstar.pdf
pdf 293.69k
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3. Polar Capital Technology Trust.pdf
pdf 293.67k
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4. Exam Training at PFS.pdf
pdf 14.21k
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5. BNY Mellon Newton.pdf
pdf 265.45k
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6. Schroders.pdf
pdf 263.56k
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8. Bank of England.pdf
pdf 129.96k
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9. Quilter.pdf
pdf 230.72k
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10. Vanguard.pdf
pdf 340.23k
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11. Scottish Widows.pdf
pdf 157.43k
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
5 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.
