We regret to inform you that in light of the advice given by the Government this conference has been cancelled.
We will be looking to reschedule this in the coming months and will keep you informed as and when we have further information.
Live stream the Purely Paraplanning Conference on Wednesday 22 April from the comfort of your own home or office.
Tune in to the whole day or the sessions of your choice – it’s entirely up to you.
Simply let us know you’ll be live streaming by registering via the "Book now" button.
On 22 April, live stream the event by clicking here.
The treatment of money purchase pension death benefits improved considerably in 2015 with the Freedom & Choice reforms. Pensions also continue to be one of the most tax efficient savings vehicles available to clients, where contributions continue to benefit from an “Exempt, exempt, taxed (EET)” tax relief regime. This session will cover a brief reminder of the key advantages of tax relief on pension savings, and the IHT advantages and advice considerations for the payment of pensions death benefits.
This presentation starts by covering off some technical aspects of the AA such as how it interacts with tax relief, carry forward, the taper and the MPAA. The options for paying any AA tax charge as discussed also. Staying in a scheme and paying the AA tax charge is considered versus opting out of the scheme. Our policy paper discusses more examples. Regulatory points around the clients’ best interests and opting out are also discussed.
People are living longer and longer yet approaches to retirement investing haven’t really changed all that much. In this presentation, we will look at various scenarios and drawdown approaches and discuss their implications. A crucial question: are people being too conservative too soon? A thought provoking and detailed look at a crucially important topic.
Since Chris Budd wrote The Financial Wellbeing Book in 2015, the expression is now in common use. In this session Chris will explain what financial wellbeing is in the broadest terms and show you how it can be used in your own practice to help clients to become happier.
Chris Budd, IFW
Helping clients to understand adviser’s recommendations is no easy task. Neither is turning dry data into messages that are straightforward and actionable. It requires intention, focus and skill. This engaging and practical session will steer you away from communication traps, help you to write clearly and concisely, which in turn will enable clients to achieve their objectives.
Melissa Kidd, Motem
This is the opportunity for attendees to submit questions to the panel of practicing Paraplanners to offer guidance, tips and share best practice on how they operate successfully as Paraplanners.
Paraplanners have an essential role in helping advisers develop and deliver suitable advice to your clients. This session will focus on assisting paraplanners in understanding the FCA’s expectation regarding DB transfer advice, an area of continued focus for the regulator. It will provide more colour around what the FCA considers good and bad advice looks like. Finally, it will also highlight some areas where there may be lessons to learn from DB transfer advice when advising clients on how to access their pensions more broadly.
Chris Hewitt, FCA
Olga Miler, Smartpurse
As the founder of P1’s ethical investing proposition, Dr Quintin Rayer outlines his motivations and primary thinking behind P1’s approach. After exploring why ethical investing matters, there will be an overview of the main approaches, including screening, sustainable investing and ESG. A concern can be that ethical investing might underperform conventional portfolios. The presentation will review arguments for and against, with some results from academic studies. One area of concern is investor response to climate change – better described as global warming. Over 97% of peer-reviewed scientific papers agree this is primarily caused by human-generated greenhouse gas emissions, mainly carbon dioxide. Dr Rayer will explain how P1 is addressing this issue, under the guidance of climate scientists on its ethical oversight committee. This includes the NZC10 investor target, which has been adopted by fund managers with assets exceeding £2.3 billion.
Dr Quintin Rayer, P1 Investment Management
Ray Adams, Cashcalc
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.
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 firstname.lastname@example.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 email@example.com 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 firstname.lastname@example.org after the Conference and we will send you the presentation slides.
The dress code is business attire.