PFS Local Hertfordshire – November Members Event
Join your PFS Local committee, for an insightful day of CPD and networking.
Event timings
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Registration: 09.00 am with refreshments
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Session: 9:30 am – 1 pm
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Lunch: 13.00 pm
Speakers and Sessions
9.30 am – 10.30 am | Nick Elliott, Head of Region – South, Isio Investment Management
Institutional Insights
Speaker: Nick Elliott
10.30 am – 11.30 am | Daisy Howes – National Bereavement Service
Supporting Bereaved Customers: An Introduction for Financial Services
The National Bereavement Service, part of Octopus Legacy, is a UK-based organisation dedicated to supporting people through grief and helping organisations to better understand and respond to bereavement in their workplaces.
What the session will cover:
The training will give you a solid overview of bereavement, including what the FCA expects of you, what grief can look and feel like, how to have supportive conversations, and how faith and culture can shape someone's experience of grief. The focus is on building confidence and giving you practical tools that you can use going forward.
11.45 am – 1 pm | Catherine Morgan
The Money Game: What Receiving, Holding and Giving Reveal About Your Clients
Money Psychology Workshop
Lunch at 13.00 pm
Venue