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. You can expect:
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 3 hours 5 minutes 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
Discuss a number of key priorities and processes advisers are implementing for consumer duty.
In this session, we provide a practical and in-depth look at proven, science-based strategies to help financial planning professionals improve their influencing skills and consistently persuade others. Increasing your influencing skills helps to build credibility, develop and maintain trusted relationships and improve results. Consumer Duty places such an emphasis on how advisers demonstrate and charge for the value they provide. It also focuses on the importance of clients understanding the advice we offer to make better and informed decisions. Those advisers who communicate clearly, concisely and persuasively can successfully navigate their clients and their business through the Consumer Duty requirements with ease.
The Products & Services Outcome and the “avoid causing foreseeable harm” rule will each mean revisiting and updating due diligence reviews on every provider an adviser recommends. And the FCA’s latest Dear CEO letter (issued 2/12/2022) reminded advisers (again) that due diligence (particularly in relation to investments) must be “robust”, so advisers need to take this seriously. This session looks at how to approach this, what you need to look at, how you can evidence your review and the tools to streamline the process for you.
Refuel and build up your professional network
People are leaving their jobs in droves in what economists have dubbed the ‘Great Resignation’. And we've recently seen a new workplace trend emerge - 'Quiet Quitting'. Group Risk provider, YuLife will be taking a look at what is causing these phenomena and the key trends employers need to be addressing as we head into 2023. They’ll also be diving into how, by redefining the insurance model to move from protection to prevention, and by introducing gamification it can drive engagement and healthy habits for employees.
Explore the future of work and the changing face of group risk and employee benefits
Identify the driving factors behind the “Great Resignation” and the key risks for businesses in 2023 that need addressing
Discover how redefining the insurance model to move from protection to prevention and introducing gamification can drive employee engagement
Grab yourself some lunch whilst speaking with our subject matter experts
Learn about developments in technology to aid the financial planning process.
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.
Columbia Threadneedle Investments
Company: Columbia Threadneedle Investments
Graham has worked in Financial Services since graduating from University, having studied Commerce and Risk Management. Initially he worked in the Life & Pensions world before moving into Asset Management over 20 years ago. His roles have always been in relationship management within the UK Financial Adviser marketplace. Graham enjoys the technical aspects of investing and uses his knowledge and expertise in helping advisers understand the nuances of different fund strategies and investment solutions. More recently Graham has focused on Responsible Investing, assisting Financial Advisers both to integrate Responsible Investment into their client conversations and also their investment portfolios. He holds a number of industry qualifications, including both the Investment Management Certificate (IMC) and Diploma in Investment Management (ESG).
Company: DD Hub
Chris has worked both as an adviser to HNW clients and with providers. His interest in technology led him to found a multi-media business in 1991, to consult on web services in the early days of e-business and to design and oversee the build of a range of online data and other messaging services. His first-hand experience of working with Providers and Advisers ensures DD|hub stays focused on delivering benefits to advisers and providers – cutting out inefficient manual processes and allowing both parties to focus on delivering better outcomes for clients.
Jo is the National Account Manager at YuLife where she is responsible for the relationships with adviser networks, nationals and service providers. Jo has almost 30 years experience in the financial services industry with around half of that being in national account type roles, most recently with Vitality.
Jerry has been in private practice as a Manx Advocate since 1984 and has a wide and varied experience of Manx Law over the past 38 years. He has also held various Government appointments including Deputy Chair of the Gambling Supervision Commission and Chair of the Public Sectors Pensions Authority. Jerry was born on the Isle of Man and is a keen supporter of Vagabonds Rugby Club and is the principal organiser of the Port Erin Jazz Festival.
Isle of Man Financial Services Authority
Visit us at the Best Western Palace Hotel & Casino in Douglas, for some delightful accommodation on the Isle of Man. The Isle of Man is a haven for outdoor lovers, meaning you'll find miles and miles of expansive countryside and mountain views right on your doorstep. The hotel itself is situated on the islands beautiful Victorian promenade overlooking Douglas Bay, and just metres away from the beach.
As if that wasn't enough, you'll find plenty of activities to give you an adrenaline rush nearby, with great climbing, abseiling, mountain biking and coasteering opportunities. The Isle of Man also boasts many ancient sites that are worth exploring. Peel Castle is our personal favourite and is rather famous for its star gazing - so come armed with a blanket if you're visiting in the evening.
Although the Isle of Man is the ideal location for an active weekend away, the Best Western hotel in Douglas is dedicated to giving you the most relaxing and rejuvenating of stays. The hotel is one of the largest and best appointed 4-star hotels on the Island, offering both - stylish accommodation and an elegant environment for all kinds of events and breaks. There's plenty of choice when it comes to bedrooms, with suites, deluxe doubles, standard doubles, twins and plenty of sea view rooms available. Once you've risen for the day, you'll be able to enjoy a host of serine spa treatments in our health club including facials, pamper treatments, eyebrow tinting, waxing, and advanced or sports massages - if you're feeling a little tense.
The Best Western also boasts an on-site casino, bingo lounge, slots lounge and the Whispers late night bar, where guests can enjoy a lively and dynamic atmosphere. You'll also find plenty of spots to satisfy your hunger including our Paragon bar and restaurant - specialising in mouth-watering carvery - and the authentic Majestic Chinese Restaurant.
The hotel provides parking onsite, nominal charges apply.
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.