We are delighted to invite you to the last PFS Quarterly Meeting of 2019 which takes place on Thursday 5 December at the Pomme d’Or Hotel at 12.30 for 1pm.
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.
Chris Tucker’s presentation will provide a brief overview of the new guidance notes, - Vulnerability, Conflicts of Interest and Benchmarking - why they have been drafted and what they are looking to achieve.
The presentation will be focusing largely on the vulnerability guidance note as a relatively new area of focus.Speaker: Chris Tucker, Supervisor, Relationship Managed Supervision - JFSC
Director of high flying Jersey reds rugby will provide a fascinating insight into how teamwork and the squad’s leadership strategies help to raise standards, drive achievement and improve performance
Director of high flying Jersey reds rugby will provide a fascinating insight into how teamwork and the squad’s leadership strategies help to raise standards, drive achievement and improve performance. Q & A afterwards.Speaker: Harvey Biljon , Jersey Rugby Club
Damien’s primary role at Quilter Cheviot is to construct and mange investment portfolios for private clients, trusts and institutions.
During his presentation he will run through the key issues facing advisers and clients when deciding to invest or alter their pension strategy and explain why investing now is potentially more important than ever.Speaker: Damien Maltwood, Executive Director Quilter Cheviot
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.
Supervisor, Relationship Managed Supervision - JFSC
Vantage Pension Trustees Limited
Executive Director Quilter Cheviot
Jersey Rugby Club
Company: Jersey Rugby Club
Born in Uitenhage, South Africa, Harvey started playing rugby at the age of eight. After a successful junior career Harvey joined premiership side London Wasps in 2000, where he enjoyed considerable success for a number of years. After Wasps he went on to become the Director of Rugby at Blackheath, for whom he also played until 2008. Harvey was a key part of the coaching team for fellow Championship side Cornish Pirates before join Jersey rugby club in 2013.
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.