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
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.
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
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
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.
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.
Joining the Financial Services industry in 1990, Matt has wealth of experience in Financial Services and the IFA sector. As a self-confessed nerd, he gets excited by tax, legislation and the opportunities they create for advice. He works closely with professional bodies, compliance organisations and represents Octopus and the tax efficient investment space in various industry forums including those where the FCA is represented.
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 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.