Our 2022 Purely Paraplanning conferences promise a line-up of superb industry speakers covering a broad programme of highly topical key presentations. These events will grow your knowledge, count towards your annual CPD and deliver on our pursuit of driving up professional standards across the paraplanning sector.
There will also be plenty of opportunities to network with both your peers and speakers throughout the day and lunch will also be provided.
Join us as we explore these topical areas, providing practical planning points and actions to support advisers in continuing to deliver better consumer outcomes.
A detailed and finalised agenda will be available approximately 6 weeks before the start of each round of events. You can view the programme by visiting this page, and also by downloading the PFS Conference App. We highly recommend you download the PFS Conference App prior to this event, to ensure you the best experience onsite.
Join the conversation on twitter and be sure to register now to secure your free place at this event. Attendance is complimentary for Personal Finance Society members and guests.
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.
Please note as a PFS member, you are permitted to attend one event in each series 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.
Delegates from our recent events said;
‘A first-class event and selection of speakers. Thank you.”
“A well organised, informative event with an excellent blend of topics.”
“Excellent. Extremely informative and educational.”
With last year’s focus on investment (retirement) pathways from the FCA this session looks at managing the range of risks faced by both client and adviser in retirement planning, including longevity and sequencing risk, via a Central Retirement Proposition.
The past few months have been tough for investors, and with market volatility and inflation expected to stay higher for longer, it seems as though the investment environment will be challenging going forward. Everyone loves a nice, bold prediction - how quickly GDP will grow, where interest rates will be in a year, or when the market will crash. Yet the “experts” rarely get it right, and even when they do, it’s not clear that macro-level forecasts are useful in making better investment decisions. Who knows what will come next? Who knows what the drivers of change will be? What we do is that in times of historical volatility, the benefits of diversifying portfolios have shone through. In this presentation we start by exploring forecasting over a few decades to demonstrate a valuable lesson - sadly forecasts don’t predict. We can’t predict an uncertain future, but we can plan for it. This session will highlight the benefits of diversification and outline a few diversification characteristics to be aware of so that you can ensure your client’s portfolios are best placed to navigate through change.
As a paraplanner, there is a huge focus on putting a robust retirement plan together for a client based on all the information on file and the most efficient way to meet the objectives. But it’s not just about the hard data - it’s also about understanding the characteristics of the client, their need for flexibility and a range of retirement goals. And it doesn’t end after the initial plan has been put in place…. The Personal Finance Society’s Good Practice Guide on Income Drawdown states that ‘firms should scope out, document and follow a defined process that is able to evolve. It must include a process to cover the onboarding of new clients and a robust review for existing clients’. As a paraplanner, can you identify what has changed from both personal and financial perspectives? Does the file give you enough to show the full picture? There’s a lot to include. For example, whilst consumer vulnerability is not limited to those in later life, there tend to be some elements that present themselves more as people get older. Have all of the facts been elicited? What does that mean in terms of changing the original plan? In this session, we’ll look at a number of ideas as well as industry guidance to show how to review a client’s plan throughout retirement and into later life. We’ll also consider what the regulation tells us about service design and segmentation to ensure that the process remains aligned to each client.
By attending this session, you will be able to:
At this time of huge uncertainty, we are aware that a comprehensive and up to date analysis of what’s happening in the markets is essential for paraplanners. James will be presenting a macro outlook with a monopoly theme running through the presentation, focusing on three key themes; geopolitics, central bank policy and inflation. We will uncover the investment approaches that we believe will achieve ‘board domination’.
Learning objectivesSpeaker: James Bird, Fidelity International
Challenging conversations are usually with important people over things that matter. They have the potential to strengthen or weaken a relationship and need to be handled with skill and care. Whether it’s putting across a different point of view, upholding professional standards or simply managing expectations, this session will cover how to rock the boat without falling out.
By the end of the it, participants will be able to:
This session will feature practising Paraplanners on stage sharing their own experiences in what works to make them effective Paraplanners. There will be opportunities for the audience to interact and participate with Q&A.Speaker: Emma Davey, Tilney Speaker: Jessica Baxter-Bridle, Rathbone Group Speaker: Michelle Wilson, Eparaplan
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.
Chadney Bulgin LLP
Company: Chadney Bulgin LLP
Martin has developed a steady career in Financial Services over the last 19 years. Having joined Chadney Bulgin in 2006 as a Paraplanner, he had the vision to build a Paraplanning Department for the firm and sits at the helm as Paraplanning Manager. Martin is heavily involved with Chadney Bulgin’s Investment Committee, responsible for product / fund and tax wrapper research. Having been qualified for many years, providing training to others and leading innovation within the firm it was only natural he was authorised as a Financial Planner. Martin joined the Personal Finance Society Paraplanning Practitioner Panel in 2015 and has been involved in setting up the Personal Finance Society ‘Purely Paraplanning’ conferences, whilst also taking part in panel debates on best practice. This has led to one to one meetings with firms on how to utilise their Paraplanners more efficiently and introduce better ways of working, equating to better client outcomes. In addition, he has been focusing on ‘breaking down barriers’ in the profession, by encouraging the sharing of ‘knowledge’ and ‘best practice’. Martin is very passionate about Paraplanning and has always sought to offer enthusiasm and support to others. He has given many individual’s trainee Paraplanning opportunities by coaching them to be confident, whilst enhancing their skills, eventually becoming a Paraplanner. As a consequence of his drive and ambition to champion the profession he has been given recognition of becoming Money Marketing Paraplanner of the Year 2015, Platforum Paraplanner of the Year 2014 and Highly Commended Money Marketing Paraplanner of the Year 2016.
James has worked in financial services for four years, joining Fidelity in 2015. He is responsible for managing national relationships with major distributors including Platforms, Ratings Agencies and Nationals and Networks. Prior to joining Fidelity, James was a qualified secondary school teacher, teaching History at a school in West Bromwich to 11-18 year olds. Aside from his love of History, James is a big sports fan, following Bath Rugby and England cricket. James lives in Fulham, London.
Company: Just Retirement
Karl Steadman is a Retirement and Later Life Specialist at Just. Karl shares his knowledge of the retirement and later life markets with intermediaries through the delivery of high quality presentations and workshops. He has over 22 years’ experience in financial services, working as an adviser and with product providers. Karl joined Just in 2009. Over the last 10 years, Karl has gained in-depth experience of the retirement income, lifetime mortgages and care markets.
Company: Brooks Macdonald
David joined Brooks Macdonald in 2017 and supports and develops intermediary relationships throughout the UK. He is also a valued member of the Brooks Macdonald Vulnerable Client Committee, focussing on development and adaptation of group wide services for clients in need of engagement and support. Prior to joining Brooks Macdonald, David worked as an Investment Consultant, and at Aviva UK Life and Pensions as a Sales Consultant. He has over 20 years’ experience working in sales in the financial services industry
Orbis Investments UK Ltd
Company: Orbis Investments UK Ltd
Ben Moxon, Bachelor of Science (Honours) in Geography (University of Newcastle-upon-Tyne). Ben joined Orbis in January 2018 as Business Development Manager for the North East, East Midlands and Scotland, in the rapidly expanding Retail team. Previous to that Ben spent nine years with Old Mutual International servicing advisers in the Middle East and Europe, which followed three years with The Hartford Life Limited in the UK.
Trust Support Services Ltd
Company: Trust Support Services Ltd
Nick has 40 years’ experience in financial services. He is a Fellow of the PFS and a Chartered Financial Planner. He is also a Chartered Fellow of the Chartered Institute of Securities and Investment (ChFCSI), a Chartered Wealth Manager and a Certified Financial Planner. Nick runs his own consultancy, Consultniks Limited, providing financial planning, technical and marketing consultancy services to IFAs, product providers, support providers and others. He also supplies specialist, bespoke training. Nick is also a director of Trustee Support Services Limited, a company set up to assist trustees with the registration of trusts on the Trust Registration Service and to provide trustees with bespoke consultancy services. When not doing financial services work, Nick also makes cider which is sold commercially.
Melissa Kidd helps financial services professionals to communicate more effectively so that they can build stronger relationships. She's worked with the PFS and CII for many years along with larger clients such as Allianz, Zurich and HSBC and smaller financial services consultancies. Her background is in psychology and communication and she's an accredited coach and master NLP practitioner.
Peterborough Marriott Hotel is set within 11 acres of landscaped grounds, just three miles from Peterborough city center, next to East of England Show Ground and within an hour of Central London. The nearest train station is Peterborough (3 miles). Stansted Airport is 38 miles away and Birmingham Int'l (47 miles).
Please note that parking is complimentary, but all guests must register their car on arrival. WiFi complimentary to all guests.
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.
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).
The dress code is business attire.
We are delighted to be returning to face-to-face events and want to reassure you that the health and safety of our staff and members are our priority and we remain committed to making your experience as safe and enjoyable as possible.
Whilst restrictions have now been lifted, we will still be recommending important procedures and will be working together with the venues, to ensure a safe and successful return to physical events. We ask you to please follow these guidelines, where possible to ensure a safe environment for all attending.
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.