later life planning conundrums - glasGOW 

Programme Overview 

We are excited to invite you to register for the first series of new-style PFS XCHANGE events taking place in 2024! 

These events will be bigger with more topics relevant to a greater range of roles in our profession. 

Doors for registration will open at 08.45 on Tuesday 12 March with a packed programme running across a series of breakouts until 16.00, offering more than 5 hours of CPD.  

Speakers and subject matter specialists include: 

Robert Kirk, Zoe Taylor, Melissa Kid, Hazel Bowen, Ian Dibb, Roy Moed, Roderic Rennison and John Whitehead.


  • Hot topic – Care funding & the planning conundrums advisers should be aware of 
  • Digital assets, client wishes and leaving a lasting legacy
  • Masterclass – Trusts and IHT planning 
  • Lifetime allowances and strategies for ageing clients
  • Navigating challenges in retirement income strategies
  • Skills – Connecting conversations: A masterclass in engaging communication
  • Skills – Powerful techniques to bring cashflow modelling to life for clients


  • New professionals – join us for an informal session on career pathways
  • Retiring professionals – planning for your own successful retirement or business sale


Registration is free of charge and lunch and refreshments will be provided.

If you have any queries regarding registration, please contact