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Hants & Dorset

Chair: Kevin Forbes FPFS (
Chartered Champion: Rachael Martin (
Chartered Champion: Tim Geoghegan FPFS, Certs CII (MP&ER) (
Education Outreach Ambassador: Elisabeth Noyce (
Membership Officer: Matthew Cheek (
New Professionals Officer: Hannah Pendlebury (
Professional Qualifications Officer: Ed Morell DipPFS, Certs CII (MP&ER) (
SMP Advocate: Vacant
Committee Support Officer: Jenny Brown (


  • Pre-Exam Training

    PFS Regions Hants & Dorset, Thames Valley and Surrey’s shared CPD programme of events are listed below.

  • RO6 Exam Revision Day – 12th January 2024

    Please click the link below to sign up.

    RO6 (Financial Planning Practice) Pre Exam Training, Friday 12th January 2024 – online distance learning event (

    Organised by Hants & Dorset, Thames Valley & Surrey.

  • Welcome from Hants & Dorset

    Our objectives are to support our regional members, as well as promoting the profession to the local community. We also wish to encourage, support and help develop new entrants into financial services and therefore assist you with your succession planning needs.

    We aim to do this by organising local CPD and networking events, delivering financial education in schools and engaging with local Higher Education institutes and also by representing our members, locally and nationally within the professional body and across wider society.  The aim of this page is to better communicate regional messages and news to you and help you to connect with us and your local peers. We welcome any feedback and are always looking for like-minded people to join the committee, so if you are interested please do get in touch!



  • 2023 Regional Conferences and Events

    After a very successful return to face-to-face conference in 2022, we are excited to be back on the road in 2023 with our Spring, Summer and Autumn regional conference as well as a range of Specialist events and regional events organised by your local committee.

    Click on the link below to register your place or save the date in your diary if a link isn’t available.

    Thursday 22 June – Summer Conference (AFC Bournemouth) – Book Now!
    Thursday 5 October – Autumn Conference (Venue tbc) – Save the Date

    More events organised by your regional committee will be advertised in due course. If you have any suggestions for local events you would like to see, please contact your committee.


  • CII pilots new form of financial planning assessment

    The ‘Shaping the future together’ consultation gave members and other key stakeholders the opportunity to feedback on the Chartered Insurance Institute’s (CII) proposed plans, as well as the services it delivers and how the professional body can best meet their needs and expectations in the future. The CII is conducting this pilot as the majority of financial planners who took part in the ‘Shaping the future together’ consultation told us they want us to bring in more flexibility and realistic assessed tasks to some of our assessments.

    In place of the scheduled written exams, the CII will be piloting coursework assessments for the R06 Financial Planning Practice unit of the Chartered Insurance Institute Level 4 Diploma in Regulated Financial Planning. The format of the coursework assessments for R06 will be assignments based on client case studies.

    Gill White, Chief Customer Officer of the Chartered Insurance Institute, said: “Our R06 unit currently uses on-screen written exams available four times per year. We are piloting a flexible, client-focused coursework assignment assessment, designed to fit in with contemporary working practice. This means learners with commitments that prevent attendance of exams on the fixed dates will not face a barrier to completion of the Diploma in Regulated Financial Planning.

    “The assessment is designed to meet the same syllabus learning outcomes and assessment criteria as the current R06 exam and meets the Level 4 qualification descriptors set out by education regulators.

    The assessment criteria include a requirement for analysis and justified recommendations, which are appropriate to assess in longer responses such as case-study-based assignments.

    “We worked with practitioners within the profession, advisory groups and the PFS Board to discuss how these skills are demonstrated in a professional context to design the coursework assessment approach and tasks.”

    A review will be undertaken later this year once the pilot is completed and feedback from candidates has been received. The Chartered Insurance Institute will then decide during 2023 whether assessment for the R06 Financial Planning Practice unit will switch from written examinations to coursework and the timetable for any changes.