Jersey Regional Conference Q4 2019

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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. 

Programme  

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 New Guidance Notes

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

13:45 - 14:15 Teamwork & Leadership

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

14:15 - 14:45 Politics, Performance and Portfolios

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

14:45 - 14:50 Chairman's Closing Remarks

CPD

CPD CII Scheme
 
PFS Accredited 1h 30min

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.



Speakers  

Trevor Griggs

Advisa Financial

Chris Tucker

Supervisor, Relationship Managed Supervision - JFSC

Christopher Hall

Vantage Pension Trustees Limited

Damien Maltwood

Executive Director Quilter Cheviot

Harvey Biljon

Jersey Rugby Club

Venue  

Pomme D'Or

Liberation Square
St Helier
Jersey
JE1 3UF


FAQs

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

The dress code is business attire.