Insightful sessions, explored alongside your local community!
We've taken member feedback on board and are making some exciting changes to our regional conferences. Here’s just a selection of comments from members who have recently attended our Local Conferences:
We are offering a friendlier feel with a more engaging approach, together with a real sense that this is your community of good practice! During the event you will experience a day of topical and insightful business updates which all contribute to your CPD. At the heart of this will be interactive presentations delivered by a number of leading subject matter experts. The conference offers a great opportunity for networking and sharing good practice with your peers, local to where you live and/or work.
What are you waiting for? Save the date and book your free place now!
Throughout the day your local PFS regional committee will provide updates on new developments and initiatives from across the Personal Finance Society, helping you stay informed about the benefits of membership and to take away information which may benefit colleagues and others in your practice/firm.
A detailed agenda will be available approximately six weeks before the start of each round of events. Lunch and refreshments will be provided. Delegates will be eligible to claim over 4 hours of CPD. Please note the agenda is provisional and may be subject to change.
As a PFS member, you are permitted to attend one event in each series free of charge at your preferred location. If you would like to attend more than one and take the opportunity to be a partner, please contact our Partnerships Team for more information.
Non-members are welcome to attend their first event free of charge. After this, we will contact you about joining the PFS to be able to access further events and services. If you have any queries, please contact the events team at firstname.lastname@example.org
Over recent years, many clients have experienced significant gains in their portfolios. But this is not without risk, especially for those in decumulation. During 2022 and into 2023, the economy experienced a number of shocks that have been reflected in high levels of inflation and interest rates. As we contend with the consequences, there are three key challenges clients face: • Facilitation of more income to keep up with rising costs • Sustaining income over the longer term • Improving legacy benefits In this session, we will look at what can be brought into the mix to offer innovative features for a range of situations.
Economics and politics are significantly changing the financial planning landscape. Every pound must work harder. The devil is in the detail and along with the new Consumer Duty, many of yesterday’s approaches are at the end of the line. Join Quilter’s experts to discover the new golden era of client tax planning and the changes you can make to help your clients prosper.
Refuel and build up your professional network
The financial press frequently suggests financial advisers should cut their fees. We don’t agree. That said, not every advice business can fully articulate the value it delivers to its clients. Our industry research can help evidence your undoubted valued.
In this session you will learn:
‘The taxman’s taken all my dough…’ was the classic lyric from The Kinks 1966 no.1 hit Sunny Afternoon, focussing on the high levels of taxes of the day, but have things really changed? IHT continues to be one of the most controversial taxes, rising by a £1bn to a new all-time high of £7.1bn in 2022/23. With twice as many estates now paying an average IHT bill of £216k (suggesting a total estate of £1.5m+) and receipts forecast to hit £8.3bn by 2026/27 (or earlier!), can your clients afford not to do something about it? Whilst there are a range of investment based IHT planning solutions, It is often said that protection is the underpin of sound financial advice, because it can help to de-risk a client’s assets (and your adviser income), by generating a lump sum on death, either to protect the family, generate a legacy for the next generation or meet the IHT liability. So, this session will focus on the protection planning options available for clients, whilst keeping access to, and control of, their wealth, in a flexible and guaranteed way. This session will look at how whole-of-life, convertible term and joint life second death term policies, can be used to meet the IHT liability and how you can demonstrate the value of your recommendation. Given modern-day extended and complicated families, not only is the use of trusts imperative to ensure the right money, is in the right hands, at the right time, but also the use of children’s critical illness cover, to protect younger families. Ultimately, this is about providing your clients and their families with the reassurance and peace of mind that the IHT liability will be met on death and their estate preserved to pass on to their dependants or the next generation.
Grab yourself some lunch whilst speaking with our subject matter experts
Has the turbulence of the last few years left you feeling lost in the woods? In our presentation we hope to provide a comprehensive road map for financial advisers who find themselves disoriented in the current investment landscape. We will present on the recent macro events that have reshaped the markets and caused disruption for investors. We believe that investors must take a global approach to regional allocation and will focus on the benefits of investing outside of the US, looking at China and Europe as viable alternatives. It is important that Financial Advisers and Asset Managers alike recognise the impact of future trends in order to escape the metaphorical forest and position ourselves for success in an ever changing market.
• Explain the recent macro events that reshaped the markets and caused disruption for investors.
• Describe how investors have been positioned in the past and the regions they should look to allocate to, going forward.
• Recognise the impact of future trends on our industry.Speaker: Elliot Date, Fidelity International
This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.
Karl Steadman is a Retirement and Later Life Specialist at Just. Karl shares his knowledge of the retirement and later life markets with intermediaries through the delivery of high quality presentations and workshops, both face to face and online! He has over 26 years’ experience in financial services, working as an adviser and with product providers. Karl joined Just in 2009. Over the last 14 years, Karl has gained in-depth experience of the retirement income, lifetime mortgages and care markets.
Jamie Clark is a Retirement Specialist at Quilter. He has more than 35 years’ experience of the retirement market in various roles including technical, media, marketing and strategy. His role at Quilter is dedicated to helping financial advisers make sense of the complexities of pensions.
Business Development, UK BSc (Hons) (Economics and Statistics), MBA (Distinction) Jim is focused on broadening and deepening our strategic partnerships through the adoptions of PortfolioMetrix technology solutions and investment services. With nearly 20 years of experience in financial services, he joining us from Tilney Smith & Williamson, where he was Director of Business Development in the North of England and was responsible for developing and supporting relationships with financial planning firms. Prior to this, he worked with Heartwood Investment Management., Pershing/BNY Mellon, and SEI Investments jn senior business development roles.
Andy has worked in the financial services industry for almost 40 years, with experience from life and pension providers, as well as a fund management company, where products and services are distributed through financial advisers. Before Andy joined Zurich over 20 years ago, he worked for AXA (Sun Life) in a variety of positions including final salary pension scheme administration, institutional pension investments and as an Investment Marketing Manager responsible for retail investments. Andy's role at Zurich has formerly been in the development and promotion of their wealth proposition - investment funds, structured products, ISAs, on/offshore bonds and IHT planning, to financial advisers. Since 2011, he has supported Strategic Partners as a dedicated presenter, responsible for promoting Zurich’s wealth proposition. Over the last 3 years he's been responsible for promoting its’ protection proposition to advisers, both at strategic partner and local adviser events.
Company: Fidelity International
Elliot Date - Regional Account Manager. Elliot joined Fidelity in 2014 where he started in the customer services team, progressing into the UK Wholesale sales team in 2015. Since joining the sales team, Elliot has taken responsibility for several of Fidelity’s key clients across the south of the UK whilst also delivering presentations across the UK at numerous industry events. He holds his Level-4 IMC qualification, the CFA Certificate in ESG investing and is a member of the society of technical analysts. In his spare time, Elliot is an avid reader, martial artist and gardener.
The hotel is located in over ten acres of picturesque landscaped grounds, overlooking Dunblane and its 12th century cathedral with the Perthshire countryside in the distance. Set in a stunning location with breathtaking views, this elegant Victorian-style hotel is under 45 minutes’ drive from Glasgow and Edinburgh. We are situated just off the M9/M80 near Stirling and are less than a mile away from Dunblane train station.
Parking (100 spaces) and WiFi is complimentary for all guests.
Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.
Yes. If the conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.
You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.
At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service soon.
Please note that you MUST sign in at the conference for all sessions you attend for the events team to validate your attendance.
You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.
If you are unable to download your CPD Certificate after 48 hours, please email email@example.com to clarify this.
Please click here to view the schedule of forthcoming events and what CPD sessions will be covered.
We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).
The dress code is business attire.
Whilst restrictions have now been lifted we would ask you to not attend events if you have any COVID symptoms.
Please click here for up to date NHS information
Whilst social distancing is not a government recommendation, we will be limiting capacity at events, to allow additional space around the venue. Please book now to secure your place, these will be available on a first come, first served basis.
We look forward to seeing you soon and if you have any queries, please do not hesitate to contact the events team at firstname.lastname@example.org.