Insightful sessions, invaluable networking opportunity and CPD!
The Personal Finance Society’s regional conferences offer members a full day of topical and insightful business updates plus relevant CPD. The day will include a varied and note-worthy set of presentations delivered by a number of leading subject matter experts. These events also offer key opportunities for networking and sharing good practice with your professional peers, local to where you live and/or work.
There will be updates on research, new developments and initiatives from the Society, and your local PFS regional committee will be happy to share information about member services, qualifications and pro bono initiatives.
A detailed and finalised agenda will be available approximately 6 weeks before the start of each round of events. You can view the programme by visiting this page, and also by downloading the PFS Conference App. We highly recommend you download the PFS Conference App prior to this event, to ensure you the best experience onsite.
Join the conversation on twitter and be sure to register now to secure your free place at this event. Attendance is complimentary for Personal Finance Society members and guests. Lunch and refreshments will be provided. Delegates will be eligible to claim 1hours 30 minutes CPD, should they consider the content relevant to their professional development needs.
Please note the agenda is provisional and may be subject to change.
Are you taking a sustainable approach to investing in your pension? Russell will discuss.Speaker: Russell Waite , Affinity Private Wealth
Richard will discuss how businesses can create their CSR corporate strategy, which could help local charitable causes whilst also support the community creating mutually beneficial partnerships
Using the prism of the recent spate of ESG fund launches and endless trade press coverage, Graham will discuss how these concepts will affect adviser investment propositions and what the trifecta of inflation, potential stagnation and possible stagflation means for advisers and their clients.
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: Advisa Financial
Trevor is a Director and has over 30 years experience in financial services. He was formerly managing director of Link Insurance Services Ltd for 17 years, before merging with Advisa in February 2008. He is passionate about providing the highest quality of personal service and works closely with his clients to help identify their true goals and ambitions to achieve a work / life balance and financial security. Trevor is the current Jersey Chairman of The Personal Finance Society and was a member of the JFSC working party on the Review of Financial Advice (RFA). He is an enthusiastic squash player and golfer and is currently captain of the Jersey Squash and Racketball Club. He follows the Jersey Rugby team and is also their match day announcer. He is married with 2 boys and is also keen Doncaster Rovers and Manchester United football fan.
Affinity Private Wealth
Company: Affinity Private Wealth
Russell has direct responsibility for building and implementing the investment strategies available to clients of Affinity and is the Group Head of Sustainability. A Chartered Fellow of the Chartered Institute for Securities and Investment, Russell was formerly Head of Investments for a private bank, where he worked for 11 years, and prior to this was an Assistant Director at SG Hambros. 2018 saw him awarded the Sustainable Investment Professional Certificate by the John Molson School of Business, Concordia University, Canada.
Superbly located in the centre of St. Helier, overlooking Liberation Square and the yacht marina, the Pomme d'Or has been a centre for business and pleasure for more than 175 years. Today the hotel combines its strong tradition of guest hospitality and care with a contemporary, metropolitan design which is perfect for both the leisure and business traveller.
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 Conference office 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 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 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 Conferences, regional 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 Conference Office at email@example.com after the Conference and we will send you the presentation slides.
The dress code is business attire.
We are delighted to be returning to face-to-face events and want to reassure you that the health and safety of our staff and members are our priority and we remain committed to making your experience as safe and enjoyable as possible.
Whilst restrictions have now been lifted, we will still be recommending important procedures and will be working together with the venues, to ensure a safe and successful return to physical events. We ask you to please follow these guidelines, where possible to ensure a safe environment for all attending.
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.