We are delighted to invite you to the second PFS Quarterly Meeting of 2019 which takes place on Thursday 27th June 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 3pm.
To register, please click on the "Book now" button.
Martin is the newly appointed Director General at the Jersey Financial Services Commission. His presentation will be about Smart Regulation, bringing to bear his international knowledge in this area and its application in Jersey.Speaker: Martin Moloney, JFSC
After 3 full years of operation, the Channel Islands Financial Ombudsman (CIFO) is now firmly established in Jersey and Guernsey and has received over 2,500 complaints to date. CIFO’s Principal Ombudsman & Chief Executive Douglas Melville will provide you with an update on CIFO’s mandate and activities and share some themes and suggested points for IFA sector stakeholders to note arising from investor complaints.Speaker: Douglas Melville , Channel Island Financial Ombudsman (CIFO)
Has the advice gap become a gulf? A combination of regulation, rising costs and technological advances has put the advice model under considerable pressure and out of the reach of many citizens. Does this make sense, does advice have a future, and if so, what will it look like?
Geoff Cook will reprise the outlook for financial advice referencing Global, UK and Jersey trends, and go on to comment on how advisers can best position themselves for the future.Speaker: Geoff Cook, Jersey Finance
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.
Vantage Pension Trustees Limited
Channel Island Financial Ombudsman (CIFO)
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.
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.