Jersey Regional Conference Q2 2019

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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. 


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

Chartered Champion: Christopher Hall, Vantage Pension Trustees Limited

13:15 - 13:45 Smart Regulation

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

13:45 - 14:15 Thematic review 3 years on

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)

14:15 - 15:00 The Future of Advice

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

15:00 - 15:05 Chairman's Closing Remarks


CPD CII Scheme
PFS Accredited 1h 45min

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.


Trevor Griggs

Advisa Financial

Martin Moloney


Christopher Hall

Vantage Pension Trustees Limited

Douglas Melville

Channel Island Financial Ombudsman (CIFO)

Geoff Cook

Jersey Finance


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 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 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 after the Conference and we will send you the presentation slides.

The dress code is business attire.