Tyne Tees Chartered Connections Breakfast, Q2 2019

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Practical skills for working with clients who are dying’

Whilst we all know that death is guaranteed, when it is imminent for a client and time to prepare and plan is short,  a special set of soft skills is required.  Sensitivity and  tact, but also directness and immediacy are vital as delays cannot be allowed to get into the planning process.


This event is only available to Chartered members.


07:45 - 08:15 Registration

08:15 - 08:20 Welcome and Introduction

Chartered Champion: Gemma Siddle, Eldon Financial Planning Ltd Chartered Champion: John Bruce, Bruce & Co Legal & Financial Ltd

08:20 - 09:00 Practical skills for working with clients who are dying

Following this session, attendees will have a better understanding of:

  •     The soft skills required to deal with imminent death of a client.
  •     Engaging with the family and approaches to generational transfer of wealth.
  •    ‘Dying tidily’ – arranging estates before death with the smaller but important details (also incorporating wills, trusts, tax planning).

Speaker: Samantha Edward, EMG Solicitors Limited

09:00 - 09:10 Closing remarks


CPD CII Scheme
PFS Accredited 0h 40min

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.


Gemma Siddle

Eldon Financial Planning Ltd

John Bruce

Bruce & Co Legal & Financial Ltd

Samantha Edward

EMG Solicitors Limited


Ramside Hall Hotel & Golf Club

Ramside Hall Hotel


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 regionals@pfsevents.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 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 regionals@pfsevents.org 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 7808 5616.

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 regionals@pfsevents.org after the Conference and we will send you the presentation slides.

The dress code is business attire.