Jersey Regional Conference Q3 2021


We are delighted to invite you to the Jersey PFS Quarterly Meeting which takes place at the Pomme d’Or Hotel. Please note this meeting is upstairs in ‘La Petite Pomme’. A complimentary buffet lunch will be provided from 12.30pm. and the meeting will finish at approximately 2.30pm. 

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

Guest speakers

  • Lisa Wharton-Edwards– Vantage
    Corporate Pensions and the new low Cost Jersey Pension Plan
    Lisa is a Director of Vantage Pensions and will be discussing why corporate pensions in Jersey are growing in demand as well as the launch of the Vantage Easy Saver low-cost pension
  • Stephen Le Lievre – Investment Director Brooks MacDonald
    Are we on the road to recovery? A macro update of the financial markets!
    Stephen joined Brooks Macdonald in 2018 and manages a range of discretionary portfolios for intermediary relationships based in the Middle East as well as local and international private clients.
    Prior to joining Brooks Macdonald, Stephen headed the Managed Advisory business for Societe Generale Hambros in Jersey. He previously was a Director of Barclays Wealth and held senior management positions at ABN AMRO in Jersey. He has over 20 years’ experience in the financial services industry.
  • Malcolm Ferey  – CEO Headway Jersey
    Long Term care - a user friendly guide
    Malcolm Ferey is the CEO of Headway Jersey – the brain injury charity. He has worked within the third sector for over a decade, previously as CEO at Citizens Advice Jersey.  Malcolm has a keen interest in social issues and has regularly contributed to the creation of new legislation and initiatives that benefit all Islanders. He recently spoke at the University of Strathclyde at the Basic Income Earth Network (BIEN).



12:30 - 13:00 Registration and Lunch

13:00 - 13:05 Introduction and overview

Chairperson: Trevor Griggs, Advisa Financial

13:05 - 13:30 Corporate Pensions and the new low Cost Jersey Pension Plan

Lisa is a Director of Vantage Pensions and will be discussing why corporate pensions in Jersey are growing in demand as well as the launch of the Vantage Easy Saver low-cost pension

  • The need a for low cost “starter pension”
  • The importance of a pension to retain staff in the current climate.

Speaker: Lisa Wharton-Edwards,

13:30 - 14:00 Are we on the road to recovery? A macro update of the financial markets!

Speaker: Stephen Le Lievre,

14:00 - 14:30 Long Term care - a user friendly guide

The pandemic has caused us all to rethink and reimagine our work, finances and social constructs. Universal Basic Income is not a new idea but it is one that is gaining traction as governments around the world continue to support the community financially. “The outlook for jobs in the future continues to divide opinion but most accept that digitalisation will continue to replace more jobs than it creates. For many a Universal Basic Income is something of an inevitability. In this talk we’ll explore the opportunities and challenges that are before us

Speaker: Malcolm Ferey , Headway Jersey


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.


Trevor Griggs

Advisa Financial

Lisa Wharton-Edwards

Stephen Le Lievre

Malcolm Ferey

Headway Jersey


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 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 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