Webinar: PFS Monthly Medley

Join us for our first PFS monthly medley, a must join morning session of educational, topical and informative content, delivered digitally to the profession. This event will offer a mix of sessions, providing market wide updates and both personal and business development opportunities through practical skill sessions. Don’t miss the chance to hear from key industry speakers, including Keith Richards, Personal Finance Society and Mark Goold, Financial Conduct Authority.

By the end of the session, you will hear about;  

- Emerging trends surrounding ESG and its impact on the profession.

- Futureproofing your business, making your technology work efficiently for you

- Helping you future proof your activities and thrive, now and in the future

This morning session will qualify as 2 hours structured and 1 hour unstructured CPD.


09.30 - PFS Welcome

Keith Richards: Hear from Keith Richards for a market wide update, delivered digitally to the profession.

09.45 - FCA Q&A

Mark Goold: The opportunity for a Q&A session with Mark Goold from the FCA.

10.30 - The Evolution of Financial Planning

Steve Gazzard: The future of Financial Planning is bright, there are different client needs and ways to deliver value, so stay inquisitive and look for opportunities to evolve. We will also look at the idea that 'a great proposition is a thousand little delights’ and how can we increase the value of a client’s interaction with us.

Learning Outcomes:

  • What is the potential scope of Financial Planning
  • How can the hierarchy of delivering value for clients develop
  • Why are powerful questions so important in delivering your proposition

11.00 - ESG: How far have we come? 

Stuart Podmore, Schroders: Hear the outcomes and trends of our recent ESG survey

  • Benchmark yourself against the markets current position
  • Learn insight into those who are leading the change
  • Understand the regulatory drivers
  • Journey to sustainable investing

11.30 - The global drivers behind ESG regulation

Matt Connell & Shayne Halfpenny-Ray, PFS: Understand how future regulation will impact your business practise

The global drivers behind ESG regulation

As a profession, what challenges do we still have to overcome?

12.00 - How technology can develop more profitable, virtual client relationships

Sheetal Dhanuka: Social distancing measures mean clients are embracing tech at a greater rate than ever before.

This presents opportunities for financial planners to deliver digital solutions which can strengthen client relationships and increase their profitability.

12.30 - Close