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. Here’s just a selection of comments from members who have attended the Spring Local Conferences:
We are offering a friendlier feel with a more engaging approach, together with a real sense that this is your community of good practice. A highlight of the Summer series promises to be a deep dive into tax planning by way of a detailed case study.
What are you waiting for? Save the date and book your free place now!
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 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 firstname.lastname@example.org
Are you still comfortable with your existing CIP, or is Consumer Duty forcing you to reconsider? Evelyn Partners would like to share their thoughts on why they believe advisers should consider closed ended funds within a model portfolio and why your proposition should (for some clients) move beyond a traditional basket of collectives.
Our active range of model portfolios offers something different to the traditional basket of collective and so with the advent of consumer duty and the focus around propositions, pricing, value for money our content is both timely and interesting from a learning perspective.Speaker: Crawford Armstrong, Evelyn Partners
Overview of Later Life Lending market, examining why clients chose to release equity from their homes. We’ll delve into our mass affluent research, and will discuss Consumer Duty and the importance of product innovation.
To learn more about the lifetime mortgages market, and whay clients chose to release equity from their home
To find out more about how they could potentially benefit your clients
To learn how consumer duty is impacting the later life lending market?
Refuel and build up your professional network
It is more and more common to have clients who have remarried and have children from a former marriage/relationship. How should such clients approach planning with a family home, their pension and investments? This session will look at the options and implications of different planning routes and consider how to maximise tax efficiency within those structures.
The Chancellors’ Autumn Statement has brought about tax changes for us all, especially your high net worth clients. With changes to Capital Gains Tax, dividend tax changes, frozen or reduced thresholds and allowances, etc., it all adds up to a greater tax burden. To combat this, we need to get creative, and take advantage of the governments' generous incentives in meeting client's needs. That means upgrading your toolkit and looking at alternative investment solutions like VCT and EIS as complementary tools. In this presentation we will review the changes in the budget through a client lens, and address the challenge of long term pension planning with ever changing pension rules. We will bring this to life by looking at a typical personal savings journey from 1990. Lastly, we will explore the financial planning solutions that could be used to manage some of these changes and the minimise the impact on your clients.
Grab yourself some lunch whilst speaking with our subject matter experts
This session is designed to help identify cases where charitable giving may be suitable for clients and how it can be used to help clients meet their objectives in a structured, efficient way. Michelle is CEO of County Durham Community Foundation (Foundation), an independent grant-making foundation. The Foundation works with individuals, families and local businesses who want to make a difference in their community through charitable giving, either in their lifetime or through leaving a legacy. The funds entrusted to the Foundation are distributed to voluntary or charitable community groups focused on fighting poverty and enriching lives for everyone in County Durham. Since forming 28 yrs ago, over £58m has been awarded in grants thanks to the generosity of supporters.
Identify where charitable giving could be suitable for clients
Understand why clients can be hesitant to choose charities/causes and how this can be addressed
Understanding what it takes for a client to set-up their own charitable fund
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.
Company: Evelyn Partners
Areas of expertise: Outsourced investment services for advisers. Experience: Crawford joined the firm in 2021 after spending 12 years at Quilter Cheviot where he was Regional Development Director in Scotland. Previously, Crawford worked for Scottish Life, National Mutual, @SIPP and Clerical Medical/Scottish Widows during his 30 year career supporting financial planners in Scotland. He has a wealth of experience in developing partnerships with financial adviser businesses helping them benefit from bespoke financial solutions for their clients. Crawford brings with him experience and expertise in both corporate and personal pension, trust and investment solutions.
Standard Life Home Finance
Company: Standard Life Home Finance
Phil Joined the Standard Life Home Finance team last year to oversee broker and adviser relationships across the business, supporting SLHF at a time of significant momentum in the later life lending sector. Phil brings with him a wealth of knowledge and experience in both account management and sales, and is now using that background and skillset to build strong relationships with adviser networks and brokers as well as Standard Life’s internals teams. Prior to his time at Standard Life Home finance, Phil gained seven years’ experience managing accounts and sales across property and construction.
Trustee Support Services Ltd
Company: Octopus Investments
Nick is a Strategic Partnerships Manager, focusing predominately on new distribution, covering national accounts and platforms. As an economics graduate Nick has a vast amount of experience in financial services and joins us from Deutsche Bank, where since 2007 he has held various roles within the firm’s Business Development function. He’s used to working with DFMs, research analysts and retail platforms, but also has Institutional experience. Prior to that he spent 2 years at UBS as a Credit Derivative Analyst. Nick holds the IMC, IAQ, passed CFA level 1 and in his spare time manages to fit in parenting around his rugby and football interests.
County Durham Communities Foundation (CDCF)
Company: County Durham Communities Foundation (CDCF)
Michelle is a former investor in early stage technology-based businesses across the North East of England, having completed a doctorate in Biochemistry and worked the Mars Group developing pet care products for the Pedigree and Whiskas brands.
Set in a unique location, surrounded by 350 acres of private, landscaped grounds. This refined hotel is 3.6 miles away from Durham Station. By Car: A1(M) Junction 62 and follow the A690 to Sunderland. The nearest airport is Newcastle (28 miles).
Complimentary WiFi and Parking is available 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.
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 email@example.com 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 firstname.lastname@example.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 email@example.com 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 firstname.lastname@example.org.