Staffordshire and Shropshire Autumn Conference

Insightful sessions, explored alongside your local community! 

We've taken member feedback on board and are making some exciting changes to our regional conferences. Here’s just a selection of comments from members who have recently attended our Local Conferences:  

  • a fantastic speaker who was very engaging 
  • very good insight into the future investment markets 
  • excellent presentation and delivery. Some great material and content, particularly the client case studies 
  • really interesting information about this area of the market. Definitely an under-researched topic area.
  • An inspiring, worthwhile day out of the office!

We are offering a friendlier feel with a more engaging approach, together with a real sense that this is your community of good practice! 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 interactive 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. 

What are you waiting for? Save the date and book your free place now!

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 over 4 hours of 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



08:45 - 09:30 Registration

09:30 - 09:35 Chair Introduction

09:35 - 09:50 Word Cloud Activity

09:50 - 10:25 Retirement Income – time for a new approach?

Over recent years, many clients have experienced significant gains in their portfolios. But this is not without risk, especially for those in decumulation. During 2022 and into 2023, the economy experienced a number of shocks that have been reflected in high levels of inflation and interest rates. As we contend with the consequences, there are three key challenges clients face: • Facilitation of more income to keep up with rising costs • Sustaining income over the longer term • Improving legacy benefits In this session, we will look at what can be brought into the mix to offer innovative features for a range of situations.

Learning Objectives:

  • Understand the impact of the economic environment on retirement income portfolios
  • Discuss the impact of markets on financial resilience and sustainability
  • Recognise the market developments in guaranteed income

Speaker: Karl Steadman, Just.

10:25 - 11:00 “All change please, all change”. Why many current financial planning strategies regarding tax have reached the end of the line.

Economics and politics are significantly changing the financial planning landscape. Every pound must work harder. The devil is in the detail and along with the new Consumer Duty, many of yesterday’s approaches are at the end of the line. Join Quilter’s experts to discover the new golden era of client tax planning and the changes you can make to help your clients prosper.

Learning objectives:

  • Understand the fiscal changes over the last 12 months and it's impact on the tax rules
  • Be able to describe the implications on financial planning and provide examples
  • Be able to critically assess why this and consumer duty require different approaches than before.

Speaker: Ash Kapasi,

11:00 - 11:05 Professional Qualifications Officer

11:05 - 11:25 Conversations Over Coffee

Refuel and build up your professional network

11:25 - 11:30 Chartered Champion

11:30 - 12:05 “The Insiders’ guide to the Value of Advice” – how to help your clients appreciate the benefits of your offering. (Fear not, this is not ANOTHER Consumer Duty presentation..)

The financial press frequently suggests financial advisers should cut their fees. We don’t agree. That said, not every advice business can fully articulate the value it delivers to its clients. Our industry research can help evidence your undoubted valued.

In this session you will learn:

  • Insights from 200+ of your peers
  • What advisers generally view to be most important
  • What many advisers are not focusing on
  • Useful statistics that precisely quantify the value of financial advice
  • A comprehensive list of adviser skills & attributes
  • A roadmap to help you assess and convey your value to clients
  • 3 case studies to show the different ways this can be done
  • What clients think. There is often a sizeable mismatch between what advisers believe adds value versus what their clients perceive to be valuable

Speaker: Dean Swindell, PortfolioMetrix

12:05 - 12:40 Future-proofing your client’s legacy – IHT planning with protection

‘The taxman’s taken all my dough…’ was the classic lyric from The Kinks 1966 no.1 hit Sunny Afternoon, focussing on the high levels of taxes of the day, but have things really changed? IHT continues to be one of the most controversial taxes, rising by a £1bn to a new all-time high of £7.1bn in 2022/23. With twice as many estates now paying an average IHT bill of £216k (suggesting a total estate of £1.5m+) and receipts forecast to hit £8.3bn by 2026/27 (or earlier!), can your clients afford not to do something about it? Whilst there are a range of investment based IHT planning solutions, It is often said that protection is the underpin of sound financial advice, because it can help to de-risk a client’s assets (and your adviser income), by generating a lump sum on death, either to protect the family, generate a legacy for the next generation or meet the IHT liability. So, this session will focus on the protection planning options available for clients, whilst keeping access to, and control of, their wealth, in a flexible and guaranteed way. This session will look at how whole-of-life, convertible term and joint life second death term policies, can be used to meet the IHT liability and how you can demonstrate the value of your recommendation. Given modern-day extended and complicated families, not only is the use of trusts imperative to ensure the right money, is in the right hands, at the right time, but also the use of children’s critical illness cover, to protect younger families. Ultimately, this is about providing your clients and their families with the reassurance and peace of mind that the IHT liability will be met on death and their estate preserved to pass on to their dependants or the next generation.

Learning objectives:

  • Be aware of the current IHT market conditions and how protection fits into the IHT planning process
  • Understand the protection product choices available, how they work and how to demonstrate the value to the client
  • Be aware of the value of using a trust and children’s critical illness cover can be added to protect younger families
  • Know where and how to access Zurich support for advisers operating in the estate planning or protection markets

Speaker: Andy Woollon, Zurich

12:40 - 12:45 Education Outreach Ambassador

12:45 - 13:25 Lunch and Learn

Grab yourself some lunch whilst speaking with our subject matter experts

13:25 - 13:40 Word Cloud Activity

13:40 - 13:40 Membership Officer

13:45 - 14:20 Lost in the woods; Cabin fever or follow the breadcrumbs?

Has the turbulence of the last few years left you feeling lost in the woods? In our presentation we hope to provide a comprehensive road map for financial advisers who find themselves disoriented in the current investment landscape. We will present on the recent macro events that have reshaped the markets and caused disruption for investors. We believe that investors must take a global approach to regional allocation and will focus on the benefits of investing outside of the US, looking at China and Europe as viable alternatives. It is important that Financial Advisers and Asset Managers alike recognise the impact of future trends in order to escape the metaphorical forest and position ourselves for success in an ever changing market.

Learning objectives: 

• Explain the recent macro events that reshaped the markets and caused disruption for investors. 

• Describe how investors have been positioned in the past and the regions they should look to allocate to, going forward. 

• Recognise the impact of future trends on our industry.

Speaker: Elliot Date, Fidelity International

14:20 - 14:55 Connecting people who care with causes that matter

Speaker: Johnny Themans, Shropshire Community Foundation

14:55 - 15:00 Chairs Close


CPD CII Scheme
PFS Accredited 4h 0min

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.


Karl Steadman


Ash Kapasi

Dean Swindell


Andy Woollon


Elliot Date

Fidelity International

Johnny Themans

Shropshire Community Foundation


Mercure Telford Centre Hotel

Forge Gate

Partners in professionalism


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 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 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 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