Insightful sessions, invaluable networking opportunity and CPD!
We've taken member feedback on board and are making some exciting changes to our regional conferences during 2023. You can expect:
During the event you will experience a day of topical and insightful business updates which all contribute to your CPD. At the heart of this will be presentations delivered by a number of leading subject matter experts. The conference offers a great opportunity for networking and sharing good practice with your peers, local to where you live and/or work.
Throughout the day your local PFS regional committee will provide updates on new developments and initiatives from across the Personal Finance Society, helping you stay informed about the benefits of membership and to take away information which may benefit colleagues and others in your practice/firm.
A detailed agenda will be available approximately six weeks before the start of each round of events.
Lunch and refreshments will be provided. Delegates will be eligible to claim 3 hours 5 minutes CPD.
Please note the agenda is provisional and may be subject to change.
As a PFS member, you are permitted to attend one event in each series free of charge at your preferred location. If you would like to attend more than one and take the opportunity to be a partner, please contact our Partnerships Team for more information.
Non-members are welcome to attend their first event free of charge. After this, we will contact you about joining the PFS to be able to access further events and services.
If you have any queries, please contact the events team at firstname.lastname@example.org
Discuss a number of key priorities and processes advisers are implementing for consumer duty.
In this session, we provide a practical and in-depth look at proven, science-based strategies to help financial planning professionals improve their influencing skills and consistently persuade others. Increasing your influencing skills helps to build credibility, develop and maintain trusted relationships and improve results. Consumer Duty places such an emphasis on how advisers demonstrate and charge for the value they provide. It also focuses on the importance of clients understanding the advice we offer to make better and informed decisions. Those advisers who communicate clearly, concisely and persuasively can successfully navigate their clients and their business through the Consumer Duty requirements with ease.
The Products & Services Outcome and the “avoid causing foreseeable harm” rule will each mean revisiting and updating due diligence reviews on every provider an adviser recommends. And the FCA’s latest Dear CEO letter (issued 2/12/2022) reminded advisers (again) that due diligence (particularly in relation to investments) must be “robust”, so advisers need to take this seriously. This session looks at how to approach this, what you need to look at, how you can evidence your review and the tools to streamline the process for you.
Refuel and build up your professional network
We all witnessed the, almost, complete reversal of the mini budget with the Chancellors Autumn Statement introducing the potential for tax rises. You’ll have many clients affected by these changes and you yourself as a business owner may also be affected. We’ll assess the impact these changes will have with the reduction in the additional rate threshold, the dividend allowance and the capital gains exemption. And of course this is exacerbated by the fact that the dividend tax increase of 1.25% introduced in 2022/23 will be maintained in 2023/24. Company shareholders and those who directly hold equity OEIC funds are likely to be affected by all of these factors. This could result in those who do not need the income generated by OEICs moving towards insurance bonds as any dividends received will be exempt from tax. But what about business owners who extract their profits through income and dividends – how will these changes affect them and is there any way to mitigate the tax liability. One thing that is clearer than ever is that pensions continue to be (and are perhaps increasingly so) an efficient method of profit extraction. For any clients nearing the age at which they can withdraw income, currently age 55, this option becomes even more attractive. We’ll journey through a typical business owner profile to assess all of the changes, tax implications and possible planning points from April 2023.
By the end of the session you will be able to:
Explain the key tax implications for small business owners
Evaluate the planning and advice considerations when advising business owners
Demonstrate the impact of profit extraction on individuals
People are leaving their jobs in droves in what economists have dubbed the ‘Great Resignation’. And we've recently seen a new workplace trend emerge - 'Quiet Quitting'. Group Risk provider, YuLife will be taking a look at what is causing these phenomena and the key trends employers need to be addressing as we head into 2023. They’ll also be diving into how, by redefining the insurance model to move from protection to prevention, and by introducing gamification it can drive engagement and healthy habits for employees.
Identify the driving factors behind the “Great Resignation” and the key risks for businesses in 2023 that need addressing
Discover how redefining the insurance model to move from protection to prevention and introducing gamification can drive employee engagement
Grab yourself some lunch whilst speaking with our subject matter experts
Learn about developments in technology to aid the financial planning process.
This informative tax planning session will look at fundamental tax changes and the impact these will have of investment planning strategies from 6 April 2023. The comprehensive session will cover, what the changes are, the impact these may have on your clients and what tools can support your future planning.
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.
Columbia Threadneedle Investments
Company: Columbia Threadneedle Investments
Paul has worked in financial services for 30 years. His career includes Business Development Manager for a Pension Specialist and Sales Director of an IFA for 10 years. Paul has a wealth of experience in Learning & Development, with several senior roles including AEGON, Countrywide and more recently Quilter where he created and ran a highly successful technical training academy for advisers to qualify for Level 6 Chartered status, before joining Columbia Threadneedle in February 2021. Paul is a life-long learner of not just technical content but also influencing and persuasion skills. He has spent over 30 years and more than 10,000 hours studying the tools, strategies and techniques to present, persuade and sell ideas powerfully, confidently and convincingly. His passion for self-development led to his transition to a career in training and coaching roles where he has worked for the last 15 years. With his ability to present complex financial planning information in an easy-to-understand format, combined with a strong emphasis on turning technical knowledge into tangible results, his presentations and training are always highly in demand. Paul is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is also qualified as practitioner in both NLP and MBTI.
David has spent his years in the financial services industry making the advice process less onerous for market participants. As founder of the research company Defaqto, David brought product selection into the 20th century and streamlined what was a laborious process. David is committed to making sure that DD|hub will bring about the same transformation to due diligence thereby saving advisers and providers countless hours and thousands of pounds in wasted time.
Colin has over 20yrs experience working in the pensions and retirement market and represents Prudential at various conferences. He has extensive knowledge of investments and pensions and is a fellow of the Personal Finance Society, holds the Certificate in Investment Management and is also Chairman of the Thames Valley PFS region.
Jo is the National Account Manager at YuLife where she is responsible for the relationships with adviser networks, nationals and service providers. Jo has almost 30 years experience in the financial services industry with around half of that being in national account type roles, most recently with Vitality.
Surrounded by 650 acres of country side, the Vale Resort will not disappoint.
Parking at the Resort is available for over 300 cars and this is complimentary to all guests along with complimentary wifi.
By Car: M4 and exit at Junction 34, take the exit signposted for Pendoylan and Hensol.
By Rail: Cardiff Central Station is 20 minutes by road from the Vale Resort.Take the A4232 then one junction west to exit at Junction 34.
Cardiff International Airport is just West of Barry and 20 minutes by road. There are signs from the A48 to the Vale Resort.
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 events team 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 soon.
Please note that you MUST sign in at the conference for all sessions you attend for the events team 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 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 event team at email@example.com after the conference and we will send you the presentation slides.
The dress code is business attire.
Whilst restrictions have now been lifted we would ask you to not attend events if you have any COVID symptoms.
Please click here for up to date NHS information
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 firstname.lastname@example.org.