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 email@example.com
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.
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: Jason Haworth, Evelyn Partners
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.
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?
Grab yourself some lunch whilst speaking with our subject matter experts
Ten years ago this year I set up on my own Clear Cut Financial Planning. Previous to setting up the business I worked in a bank and in another firm of financial advisers. I’d also studied to be Chartered and Certified Financial Planner. At the time of setting up the business I had 4 children aged between 12 and 20 There have been many highs and lows, frustrations and challenges and I am happy to share the experiences. Clear Cut are now a team of 17 and look after 330 families, we are a family run business and try to create our Clear Cut family. Early on we set up our company values, we call them our Clear Cut CUBES and I’ll share them with you. We have 4 retiring advisers, and we are working hard to handing clients over to the next generation of advisers using 2 chair meetings. Every year since we started, we have taken on a graduate. As a result of this we have an experienced and talented team ready to face the next generation of financial planning. Many of the team have achieved Chartered status and have won industry awards
This session will enable attendees to gain an appreciation of the process of selling a financial planning firm and what to be aware of, that will impact on value, and a successful outcome.
What firms need to consider when they are looking to sell their business
How far in advance to start thinking about it
What the process looks like
what valuation methods are used, and current trends
what happens at due diligence
what can reduce the value and the pitfalls to avoid
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.
Standard Life Home Finance
Company: Standard Life Home Finance
Kay was integral to the launch of Standard Life Home Finance into the intermediary market in October 2021. Kay started her later life lending journey with Key Group but has worked in financial services for almost 30 years. The majority of her career was with Lloyds Banking Group – setting up and managing the sales team for their Intermediary Broker Operation. She has also managed the Annuities Team at Prudential and the National Sales Team for part of Towergate Group before joining Key Group in 2018. Kay is a strong advocate and promoter of equality, diversity and inclusivity across financial services.
Trustee Support Services Ltd
Company: Evelyn Partners
Jason joined the company in 1990 and has a wealth of experience in managing equity and balanced portfolios for charities, trusts and private clients, currently responsible for the management of around £300m in client assets. He has an MA in Economics from the University of Aberdeen and is a Chartered Fellow of the CISI. He is the Liverpool representative within our national charities team, and sits on the Collectives Investment Group, overseeing the research and selection of open- and closed-ended funds across the company.
Clear Cut Financial Planning
Company: Clear Cut Financial Planning
Jane if the founder of Clear Cut Financial Planning, she was one of the first women in the industry to obtain both her ‘Chartered Financial Planner’ status with the Chartered Insurance Institute (CII) and ‘Certified Financial Planner’ status with the Chartered Institute for Securities & Investment (CISI). At the time there were less than 1,000 advisers with both qualifications. In 2020, Jane won the ‘Financial Adviser of the Year: North of England’ award and went on in 2022 to win ‘Role Model of the Year’ which was presented by the respected Professional Advisers at the Women in Finance Awards. Jane has also been a finalist for Chartered Financial Planner of the Year during the Personal Finance Society’s awards in 2010, 2012 and 2014. Jane regularly gives back to the financial planning community and has volunteered for Personal Finance Societies Power Practitioner Panel. The Panel supports and shares best practice across the sector and pushes for higher standards and better consumer outcomes. She has also mentored many young people at the early stage of their careers in financial planning. With over 20 years of financial planning experience to the highest ethical and professional standards, Jane makes financial planning easily accessible, helping her clients achieve their goals. Jane specialises in: • Pensions both pre and post-retirement • Helping professional independent women with their finances • Particularly helping clients following the trauma of the death of a partner or whilst going through a divorce • Advising entrepreneurial business owners on how to achieve their goals Outside of Clear Cut, you will find Jane walking along the Wirral Way with her husband, Simon, their two collies and grandchildren, Belle & Freddie. Jane loves spending time with her family and will take every opportunity to get everyone together for a BBQ.
Company: Catalyst Partners
Roderic Rennison FCII, FPFS, CFP Chartered MCSI, CDir FIoD is a Partner of Catalyst Partners, who work with the owners of financial planning firms to enable them to realise their succession plans. Whilst most clients, after considering their options, decide to sell their firm, Catalyst Partners also provide expertise in relation to management buy-outs and associated funding, Employee ownership Trusts and family succession. Roderic’s whole career has been spent in financial services, including a variety of senior management roles within financial planning firms, which he, along with his fellow partners use to address the practical aspects of succession.
The Mere Golf Resort and Spa in Cheshire is set alongside The Mere Lake and is close to the picturesque town of Knutsford.The bustling cities of Manchester and Liverpool and the historic city of Chester are all within easy reach.There are excellent transport links with Manchester International Airport only ten minutes away, a frequent two hour train service to London from Manchester Piccadilly and the M6 and M56 motorways close by.
Parking and WiFi complimentary to 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.
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 firstname.lastname@example.org 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 email@example.com 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 firstname.lastname@example.org 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 email@example.com.