Copia is delighted to have been selected as one of five ‘Partners in Professionalism’ by the Personal Finance Society for its summer series of 25 regional conferences.
Copia will be presenting on the topic of ‘Future-proofing your CIP’, sharing the findings from a major new research study into the operational challenges of running a centralised investment proposition, and outlining the options for advisers going forwards.
The other organisations which will be presenting include Fidelity, The Prudential, Quilter and Royal London.
The Personal Finance Society’s regional conferences offer members a full day of topical and insightful business updates plus relevant CPD. Attendance is free and they are open to members of the PFS and non-member guests.
Click on the links below for details of each event, including location, agenda and how to register.
In addition to the conference programme, these events also offer key opportunities for networking and sharing good practice with your professional peers, local to where you live and/or work.
1 – Tuesday, 10 May 2022
East Midlands (Derby)
2 – Wednesday, 11 May 2022
Birmingham
3 – Thursday, 12 May 2022
Staffordshire & Shropshire (Telford)
4 – Tuesday, 24 May 2022
South Wales (Hensol)
5- Wednesday, 25 May 2022
Bristol & Cheltenham (Cheltenham)
6 – Tuesday, 7 June 2022
Thames Valley (Reading)
7 – Wednesday, 8 June 2022
Herts, Middlesex & Bedfordshire (Luton)
8 – Thursday, 9 June 2022
London
9 – Tuesday, 14 June 2022
Northern Ireland (Belfast)
10 – Thursday, 16 June 2022
Isle of Man (Douglas)
11 – Tuesday, 21 June 2022
Sussex (Brighton)
12 – Wednesday, 22 June 2022
Surrey (Epsom Downs)
13 – Thursday, 23 June 2022
Kent (Ashford)
14 – Tuesday, 28 June 2022
North Scotland (Aberdeen)
15 – Wednesday, 29 June 2022
Central Scotland (Dunblane)
16 – Thursday, 30 June 2022
Tyne Tees (Durham)
17 – Tuesday, 5 July 2022
Norfolk (Norwich)
18 – Wednesday, 6 July 2022
Stamford (Peterborough)
19 – Thursday, 7 July 2022
Essex (Chelmsford)
20 – Tuesday, 12 July 2022
Yorkshire (Leeds)
21 – Wednesday, 13 July 2022
Lancashire, Merseyside & Cumbria (Preston)
22 – Thursday, 14 July 2022
Greater Manchester
23 – Tuesday, 19 July 2022
Plymouth & Cornwall (Plymouth)
24 – Wednesday, 20 July 2022
Exeter & North Devon (Exeter)
25 – Thursday, 21 July 2022
Hants & Dorset (Bournemouth)
Please note:
• Investment model portfolios may not be suitable for everyone
• The value of funds can increase and decrease, past performance and historical data cannot guarantee future success
• Initial investment amounts cannot be guaranteed.
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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