Insightful sessions, invaluable networking opportunity and CPD!
We've taken member feedback on board and are making some exciting changes to our regional conferences during 2023. Here’s just a selection of comments from members who have attended the Spring 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. A highlight of the Summer series promises to be a deep dive into tax planning by way of a detailed case study.
What are you waiting for? Save the date and book your free place now!
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 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.
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 3 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
Are you still comfortable with your existing CIP, or is Consumer Duty forcing you to reconsider? Evelyn Partners would like to share their thoughts on why they believe advisers should consider closed ended funds within a model portfolio and why your proposition should (for some clients) move beyond a traditional basket of collectives.
Our active range of model portfolios offers something different to the traditional basket of collective and so with the advent of consumer duty and the focus around propositions, pricing, value for money our content is both timely and interesting from a learning perspective.Speaker: Adrian Lowcock, Evelyn Partners
Overview of Later Life Lending market, examining why clients chose to release equity from their homes. We’ll delve into our mass affluent research, and will discuss Consumer Duty and the importance of product innovation.
To learn more about the lifetime mortgages market, and whay clients chose to release equity from their home
To find out more about how they could potentially benefit your clients
To learn how consumer duty is impacting the later life lending market?
Refuel and build up your professional network
It is more and more common to have clients who have remarried and have children from a former marriage/relationship. How should such clients approach planning with a family home, their pension and investments? This session will look at the options and implications of different planning routes and consider how to maximise tax efficiency within those structures.
The Chancellors’ Autumn Statement has brought about tax changes for us all, especially your high net worth clients. With changes to Capital Gains Tax, dividend tax changes, frozen or reduced thresholds and allowances, etc., it all adds up to a greater tax burden. To combat this, we need to get creative, and take advantage of the governments' generous incentives in meeting client's needs. That means upgrading your toolkit and looking at alternative investment solutions like VCT and EIS as complementary tools. In this presentation we will review the changes in the budget through a client lens, and address the challenge of long term pension planning with ever changing pension rules. We will bring this to life by looking at a typical personal savings journey from 1990. Lastly, we will explore the financial planning solutions that could be used to manage some of these changes and the minimise the impact on your clients.
Grab yourself some lunch whilst speaking with our subject matter experts
Valuation is a critical aspect of any business exit and the one that owners are often most interested in. Understanding the factors that will influence a firm’s value is essential for owners, particularly those planning their exit, whether selling to an external buyer, or transferring to an internal team or family. It’s also critical knowledge for those aspiring or seasoned individuals looking to buy out or buy in. Whether you are a business owner planning to exit or looking to build your business through acquiring other firms, this webinar is a must-attend. Join us to gain valuable insights into the factors that can make or break your valuation and learn how to prepare your firm for success.
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.
Company: Evelyn Partners
Adrian Lowcock joined Evelyn Partners in May 2022 as investment communications director. He is an award winning investment adviser, PR and Communications expert with over 25 years of experience in the financial services sector with high profile organisations. He has been widely recognised as the “go to” commentator on investments and personal finance and has regularly featured in the National press, Industry publications and National TV. Adrian is Fellow of the Chartered Institute for Securities & Investments and holds the CFA Certificate in ESG Investing.
Standard Life Home Finance
Company: Standard Life Home Finance
Sanjay has over 15 years’ experience in the financial services industry, working within a B2B environment with financial advisers, dominated by sales roles at all levels. The last 3.5+ years’ have been spent in the later life lending industry working for equity release lenders, currently as National Sales Manager for Standard Life Home Finance. Sanjay has enjoyed success in his all his roles, achieving Business Development Manager of the Year at the 2020 Equity Release Awards. He continues to support financial advisers, firms, networks, service providers and clubs.
Trust Support Services Ltd
Company: Trust Support Services Ltd
Nick has 40 years’ experience in financial services. He is a Fellow of the PFS and a Chartered Financial Planner. He is also a Chartered Fellow of the Chartered Institute of Securities and Investment (ChFCSI), a Chartered Wealth Manager and a Certified Financial Planner. Nick runs his own consultancy, Consultniks Limited, providing financial planning, technical and marketing consultancy services to IFAs, product providers, support providers and others. He also supplies specialist, bespoke training. Nick is also a director of Trustee Support Services Limited, a company set up to assist trustees with the registration of trusts on the Trust Registration Service and to provide trustees with bespoke consultancy services. When not doing financial services work, Nick also makes cider which is sold commercially.
Brian Hill MSc DipFA DBAII CEPA
The Exit Partnership
Company: The Exit Partnership
Brian has almost 15 years of experience running his own financial planning firm. After selling his own firm in 2020, he co-founded The Exit Partnership with Vicki Hicks AFPS to help owner-advisers navigate through the complex process of exiting their business successfully. Together, they have helped dozens of owners exit safely with the right buyer, at the right time, and on the right terms. Brian is a sought-after speaker and regularly presents at professional events and conferences. In his spare time Brian works for Search & Rescue and is a ski instructor.
At the Holiday Inn Taunton hotel, we offer the guest the very best in comfort and convenience. Combining an excellent range of facilities - 99 bedrooms, Junction restaurant, bar / lounge and Spirit Health and Fitness Club including an indoor swimming pool, sauna, gym and beauty treatments.
From the M5 Exit at Junction 25, leave the roundabout towards Blackbrook. The Business Park and the hotel is on the right. Taunton town centre is a 10-minute drive away, or 15 minutes by bus from the Park & Ride stop next to the hotel. A 10-minute cab ride takes you to Taunton train station. Exeter International Airport is 30 minutes' drive from the hotel.
Parking and WiFi complimentary to all guests. Please note you will need to register your vehicle details on arrival at the hotel to avoid a parking fine.
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.
It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society events team at email@example.com and we can check your records.
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 firstname.lastname@example.org to clarify this.
Please click here to view the schedule of forthcoming events and what CPD sessions will be covered.
For general information and links about the CPD process, please click here.
To log-in and view your CPD records, please click here.
If you have any further queries about CPD, please contact the Personal Finance Society /CII on 020 8989 8464.
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).
Please email the event team at email@example.com after the conference and we will send you the presentation slides.
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.