Futureproof: Safeguarding your clients and your business

Home > Events > Futureproof: Safeguarding your clients and your business

With the constant changes in legislation within the personal finance sector it can often feel like we are running just to stand still. But as our profession evolves as a more respected and trusted professional service there are steps we all need to be taking that require longer-term thought and planning.
Futureproofing is the focus for the Personal Finance Society’s 2019 Annual Conference, providing insights and guidance to individuals and firms to help you thrive in an unpredictable and ever changing world.

Futureproof will be a full day, multi-stream event, focusing on the key areas of:

Professional development – Helping you become the best you can be, whether it’s boosting your emotional intelligence, becoming Chartered or understanding the benefits to your business of a more inclusive and diverse workforce.

Knowledge – Pension freedoms coupled with a rapidly ageing population have placed renewed emphasis on planning for later life. Make sure your core knowledge is up to date on long term care, trusts, retirement and inheritance planning.

Skills – Our Power of financial planning stream will be delivered by leading practitioners, and include sessions on goal-based value-added planning, cashflow modelling, coaching and loving your clients to death.  

Business growth – Join us for a marketing masterclass and learn how you can create a brand that is worth more than the sum of its parts. Understand how to grow through acquisition or even look ahead by starting to plan your exit strategy.

Technology – Embracing new technologies is fundamental to growing business efficiencies, improving client service and driving profitability. Make sure technology is taking the strain for your business so you can focus your time doing what you’re best at.

Regulation – Whether it’s life under the senior managers regime or surviving the next thematic review we’ll consider the future for financial conduct regulation and the steps firms can take to help futureproof their compliance.

The day will conclude with a dinner reception and the Personal Finance Awards 2019/2020 - more information is available here.

To view the agenda and the speakers for Futureproof: Safeguarding your clients and your business, click here


Attendance Fees 

PFS members - Conference attendance for PFS members is free.
Non-members - Conference attendance for non-members is £199.00

The payment of this fee allows the payer to attend the conference and gives the payer membership of the Personal Finance Society for the following calendar year. This does not allow use of designation levels above the relevant level of their current qualifications. Please note that you can also opt to join the Personal Finance Society via the website and then apply to attend the conference as a PFS member.
This fee also entitles payer to register their interest in attending the dinner but a dinner place is not guaranteed.
Please see our website for full terms and conditions.


Accommodation

We have an allocation of bedrooms on hold at a number of 4 and 3-star hotels within walking distance of the ICC Birmingham. To book your accommodation please click here. You will also find useful information on this site like the distance to the venue.
We recommend you book your accommodation by 22nd August 2019. After this date, any unsold rooms will revert for sale to the general public and availability and rates will not be guaranteed.


CPD Hours
CPD hours are to be finalised but are expected to be 5 hours 20 minutes

Programme

Venue  

ICC Birmingham

8 Centenary Square
Birmingham
West Midlands
B1 2EA


FAQs

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.

We have an allocation of bedrooms on hold at a number of 4 and 3-star hotels within walking distance of the ICC Birmingham. To book your accommodation please click the following link: https://tfigroup.eventsair.com/pfs-futureproof-2019/accommodation
You will also find useful information on this site like the distance to the venue. We recommend you book your accommodation by 22nd August 2019. After this date, any unsold rooms will revert for sale to the general public and availability and rates will not be guaranteed.

The ICC are able to provide complimentary car parking spaces on Wednesday 28th November 2019 –  Friday 30th November 2019.

Complimentary parking will be at the Arena Birmingham Car Park adjacent to the ICC. We will advise the Parking Code that will need to be used in the joining instructions sent 1 week prior to the conference.

 

PFS Members can attend free of charge - non members will be charged a fee of £199.00 inc VAT to attend the event.

Yes - however you must do so in writing to registration.nationals@pfsevents.org.

NB: If members cancel their place after 11:59pm on 14th November 2019 you will be charged a £50.00 non attendance fee.

Non members will receive a full refund, minus a £20.00 administration fee if they cancel their place prior to 11:59pm on 14th November 2019. After this time no refunds will be given.

Substitutions can be made at any time.

 

The dress code is business attire.

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 Conference office 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 in the near future.

Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office 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 with the link once we have recorded your attendance online. Although we do our best to do this as soon as possible after a conference, in some circumstances this may take a few days. If you are not able to download your CPD Certificate after 7 working days please email registration.nationals@pfsevents.org to clarify this.

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 special and/or 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 Conference Office at registration.nationals@pfsevents.org after the Conference and we will send you all the post event literature.