Jersey Regional Conference Q2 2021


We are delighted to invite you to the PFS Quarterly Meeting which takes place 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 2.30pm. 

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


12:30 - 13:00 Registration and Lunch

13:00 - 13:05 Introduction and overview

Chairperson: Trevor Griggs, Advisa Financial

13:05 - 13:30 Exploring the 4 Ps: People, Pensions, Processes, and Problems

An informal conversation with the Channel Islands Financial Ombudsman on issues arising from personal pension matters informed by complaints reviewed by CIFO over recent years.

Speaker: Douglas Melville , Channel Island Financial Ombudsman (CIFO)

13:30 - 14:00 Pension scheme funding and longevity

David will talk about how Defined Benefit pension scheme funding is measured, what the different measures are used for and why they differ. He will also look at the issue of post-retirement longevity, issues in planning for this and consider the impact of the pandemic.

Speaker: David Holmes, First Actuary Limited

14:00 - 14:30 The future of the financial planning industry

Keith Richards has been chief executive Officer of the PFS for over 8 years. He will be leaving his post at the end of June 2021 to take up a new challenge and we are delighted he has chosen Jersey to deliver his final regional address at a PFS event. Keith will provide an outlook on the future for the Financial advisory profession and the vital role Financial Planning will continue to play!

Speaker: Keith Richards, Personal Finance Society


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

Douglas Melville

Channel Island Financial Ombudsman (CIFO)

David Holmes

First Actuary Limited

Keith Richards

Personal Finance Society


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.