Thames Valley Regional Conference 3 2022

Insightful sessions, invaluable networking opportunity and CPD!

The Personal Finance Society’s regional conferences offer members a full day of topical and insightful business updates plus relevant CPD. The day will include a varied and note-worthy set of presentations delivered by a number of leading subject matter experts. These events also offer key opportunities for networking and sharing good practice with your professional peers, local to where you live and/or work.

There will be updates on research, new developments and initiatives from the Society, and your local PFS regional committee will be happy to share information about member services, qualifications and pro bono initiatives. 

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. Lunch and refreshments will be provided. Delegates will be eligible to claim over 3 hours 30 minutes CPD, should they consider the content relevant to their professional development needs.

Please note the agenda is provisional and may be subject to change.

We look forward to seeing you soon and if you have any queries, please do not hesitate to contact the events team at

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. 


08:30 - 09:00 Registration

09:00 - 09:10 Chair Introduction

09:10 - 09:55 Seeking greater certainty in an uncertain world

There is no doubt that the macro environment has become increasingly challenging, with inflation proving more persistent than originally anticipated, interest rates rising, a global energy crisis, and deteriorating consumer sentiment. Against this market backdrop, we believe it is prudent to invest in Quality companies with durable earnings and dividend growth outlooks, supported by very strong balance sheets, with limited dependence on the economic cycle. These market-leading companies should deliver an attractive, resilient and sustainable long-term return profile, with less of the cyclical/recovery risk inherent in many value strategies and less of the inflation and valuation risk inherent in many growth strategies, providing greater certainty in an uncertain world.

Learning Objectives:

  • What defines a Quality company
  • Understand difference between Quality and Growth
  • Understand how Quality performs in different market environments
  • Understand the importance of a Quality company’s ability to self-fund its future growth in an era of persistent Inflation and rising Interest Rates
  • How Quality can be used within a portfolio to create stability and a core steady growth engine – on both a global and geographical basis

Speaker: Abrie Pretorius, Ninety One

09:55 - 10:40 Putting protection into wealth

In this session we will set out to demonstrate the impact of the loss of ability to fund a financial plan. Reflecting on the FCA’s New consumer duty we will be asking the questions about what it means and how advisers can work with it to deliver better client outcomes. By creating an awareness of how an affordable protection solution can support the cash flow modelling process, advisers can ensure that their client’s future hopes, dreams and aspirations stay on track during those difficult times when life throws an unanticipated a curve ball in their direction.

  • Identify opportunities to introduce and review protection needs at different life stages with clients
  • Consider how to use a cashflow model to best engage your clients to demonstrate how protection could lead to better client out comes
  • Demonstrate how these ideas can be effective at every stage of the lifetime of advice from the accumulation of wealth through to decumulation stage

Speaker: Stuart Halliwell, Legal & General

10:40 - 10:45 Professional Qualifications Officer

10:45 - 11:05 Coffee Break

11:05 - 11:10 Chartered Champion

11:10 - 11:55 Let’s get it together

7IM’s presentation will consider what, if anything, in the retirement landscape has changed since before the pandemic. Are the same factors that drove client solutions still applicable, or has the World changed so much that a new lens needs to be used to plan for those clients approaching, and in retirement. 7IM will look at how regulatory pressures are driving advisers to finesse their Centralised Retirement Propositions. To help with this, 7IM has commissioned research to evidence exactly what is important to clients in retirement, and how this matches advisers and their propositions. This research will be touched on throughout the presentation, and the full findings can be shared with attendees after the event. With Consumer Duty on the horizon, knowing exactly what is important in retirement to clients now and in the future can help you align your ‘advice stack’ to the full lifecycle of client needs.

  • To review the ‘in & at retirement’ landscape to understand what has changed since 2019
  • Review key themes identified in research and how the wider industry is approaching clients in this life stage
  • Explore what solutions might be suitable in the current climate
  • Understand key ways to help ‘future proof’ a retirement proposition to meet changing regulatory and investment conditions

Speaker: Andrew Donald, 7IM

11:55 - 12:25 Using the Professional Map to drive good client outcomes

The Professional Map is the market-led competency framework that sets the benchmark for professional excellence in your sector. It lays out the technical expertise and behaviours needed by professionals to add value to their business and drive good client outcomes. We want to help you use the Professional map to help drive a culture of professionalism, help to demonstrate to the regulator a commitment to people development as well as ensuring the right capabilities are in place.

The session will cover:

  1. What the Professional Map is and how it’s being used to underpin learning and CPD
  2. How competencies can be used to drive good client outcomes   
  3. How you can use the Professional Map, no matter the size of your firm

Speaker: Mick Whatley, Chartered Insurance Institute

12:25 - 12:30 Education Outreach Ambassador

12:30 - 13:10 LUNCH

13:10 - 13:15 Membership Officer

13:15 - 14:00 Pricing Your Service

Figuring out the right price to charge for your products and services is a fundamental consideration for anyone wishing to operate a profitable business. In the same vein, clients are always trying to assess whether they are being charged appropriately for the products and services they receive. Now, with the introduction of the FCA’s Consumer Duty rules, advisory firms will be required to assess whether the services they provide for the price they charge represents fair value. Given that the perception of value can be highly subjective, this presents firms with a number of challenges to their service and business models. This presentation will consider the impact of Consumer Duty on advisers’ value propositions, with a particular emphasis on pricing.

Learning Objectives


  • Explore a framework for assessing price and fair value
  • Use adviser benchmarking and client survey data from Dimensional’s global studies to test for fair value
  • Discuss how firms can communicate the value of their advice
  • Understand where how the price of financial advice fits within contributes to the total cost of the value proposition

Speaker: Steven Greenfield, Dimensional Fund Advisors Ltd

14:00 - 15:00 PFS AGM

15:00 - 15:05 Chair's close


CPD CII Scheme
PFS Accredited 4h 30min

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.


Andrew Donald


Mick Whatley

Chartered Insurance Institute

Abrie Pretorius

Ninety One

Steven Greenfield

Dimensional Fund Advisors Ltd

Stuart Halliwell

Legal & General


Reading FC Conference & Events

Select Car Leasing Stadium, Reading RG2 0FL

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 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.

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.

  • Please do not attend events, if you have any COVID symptoms, please click here for up to date NHS information
  • Take a lateral flow test on the morning of the event, allowing at least 30 minutes for accurate results.  Please click here to order directly from the NHS website.
  • Please check in via the NHS track and trace app, on arrival
  • Encouragement of wearing facemasks in public areas (unless seated)

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