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Jersey Regional Conference Q1 2019

About the Event

We are delighted to invite you to the first PFS Quarterly Meeting of 2019 which takes place on Thursday 21st March at the Pomme d’Or Hotel. Please note this meeting is upstairs in ‘La Petite Pomme’. A free buffet lunch will be provided from 12.30pm. The meeting will finish at approximately 2.30pm. 

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


12:30 - 13:00 Delegate Registration

13:00 - 13:05 Welcome and Introduction from the Chairman

Chair: Trevor Griggs, Advisa Financial

13:05 - 13:15 Chartered Champion

13:15 - 13:40 Update on JFSC IB codes

Speaker: Matthew Clegg , Jersey Financial Services Commission

13:40 - 14:05 Jersey Pensions Consultation

Julie will make a presentation on the recent Jersey Pensions consultation in respect of proposals to regulate pensions in Jersey as well as the subject of Auto enrolment in Guernsey and what this may mean for Jersey employers and advisers.

Speaker: Julie Currie, Carey Olsen

14:05 - 14:30 Update on Jersey Finance Industry

Geoff will give an update on the Jersey Finance industry looking back at 2018 and looking ahead for this year with any developments of interest in the private wealth sector.

Speaker: Geoff Cook, Jersey Finance

14:30 - 14:35 Chairman's Closing Remarks


CPD CII Scheme
PFS Accredited 1h 15min

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.



Pomme D'Or

Liberation Square
St Helier


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@pfsevents.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@pfsevents.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 7808 5616.

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@pfsevents.org after the Conference and we will send you the presentation slides.

The dress code is business attire.