Thames Valley Spring Conference

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: 

  • a friendlier feel, with more of a workshop style (say goodbye to 'death by PowerPoint') 
  • a more engaging approach, making it easier for you to talk with other delegates 
  • 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 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 over 3 hours 30 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 regionals@thepfs.org

Programme  

08:45 - 09:30 Registration



09:30 - 09:35 Chair Introduction



09:35 - 10:10 Session TBC



10:10 - 10:55 What consumer duty means for research & due diligence



10:55 - 11:00 Professional Qualifications Officer



11:00 - 11:20 Conversation Over Coffee

Refuel and build up your professional network



11:20 - 11:25 Chartered Champion



11:25 - 12:00 Financial planning essentials for small businesses

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  

Speaker: Colin Simmons, Prudential

12:00 - 12:35 Session TBC



12:35 - 12:40 Education Outreach Ambassador



12:40 - 13:20 Lunch & Learn

Grab yourself some lunch whilst speaking with our subject matter experts



13:20 - 13:25 Membership Officer



13:25 - 14:00 Investment Planning in the New Tax Environment

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.

  • Understand the tax changes that will take effect on 6 April 2023
  • Learn the impact these tax rules will have on different investor classes
  • Hear an overview of tax efficient investment opportunities  



14:00 - 14:05 Chair's Close



CPD

CPD CII Scheme
 
PFS Accredited 3h 5min

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.



Speakers  

Colin Simmons

Prudential

Venue  

Reading FC Conference & Events

Select Car Leasing Stadium, Reading RG2 0FL
Reading
Berkshire
RG2 0FL

Partners in professionalism

FAQs

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 regionals@thepfs.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 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 regionals@pfsevents.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 regionals@thepfs.org 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 regionals@thepfs.org