Jersey Regional Conference Q4 2021

 

We are delighted to invite you to the last Quarterly PFS meeting of 2021 on Thursday 9 December at the Pomme d’Or Hotel at 12.30pm for a 1pm start. Please note this meeting is upstairs in ‘La Petite Pomme’.


The Personal Finance Society’s quarterly regional conferences offer members a day of topical, insightful, and business relevant CPD, delivered by leading subject specialists. The event offers the key opportunity to network and share good practice with your professional peers, local to where you live and/or work.


Attendance is complimentary for Personal Finance Society members and lunch and refreshments will be provided. Delegates will be eligible to claim over 1 hours 30 minutes CPD, should they consider the content relevant to their professional development needs.

To register, please click on the "Book now" button. 
 

Programme  

12:30 - 13:00 Registration and Lunch



13:00 - 13:05 Introduction and overview

Chairperson: Trevor Griggs, Advisa Financial

13:05 - 13:45 Latest intel and issues of interest arising from investment consumer complaints

An update for financial advisors on relevant developments in the financial advice sector informed by emerging trends, complaint themes and case studies drawn from actual complaint files.

Speaker: Douglas Melville , Channel Island Financial Ombudsman (CIFO)

13:45 - 14:30 Investing in a post-pandemic world

Kevin will be discussing the following topics:

  • Is rising inflation likely to be ‘transitory’ or the start of a new long-term uptrend?
  • A brief summary of the global economic and market backdrop
  • A sensible investment strategy for the changing macro environment
  • Some implications for the Channel Islands

Speaker: Kevin Boscher, Ravenscroft Group

CPD

CPD CII Scheme
 
PFS Accredited 1h 25min

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.



Speakers  

Trevor Griggs

Advisa Financial

Kevin Boscher

Ravenscroft Group

Douglas Melville

Channel Island Financial Ombudsman (CIFO)

Venue  

Pomme D'Or

Liberation Square
St Helier
Jersey
JE1 3UF


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.

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 regionals@thepfs.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 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 regionals@thepfs.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 regionals@thepfs.org 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.

  • Please do not attend events, if you have any COVID symptoms, please click here for up to date NHS information
  • Take a lateral flow test on the morning of the event, allowing at least 30 minutes for accurate results.  Please click here to order directly from the NHS website.
  • Please check in via the NHS track and trace app, on arrival
  • Encouragement of wearing facemasks in public areas (unless seated)


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 regionals@thepfs.org.