PFS annual conference plan triples adviser access

Published on

The Personal Finance Society has moved from a single 2015 conference to four national financial planning symposiums, in order to meet the demand for increased capacity and member accessibility.

The first of the four will take place in London on 2 November and will feature the annual chartered awards gala dinner, followed by Newport, Edinburgh and Birmingham.

The full schedule is as follows:

  • Monday 2 November – Royal Lancaster Hotel, London
  • Wednesday 18 November – Celtic Manor, Newport
  • Thursday 26 November – EICC, Edinburgh
  • Monday 30 November – National Motor Cycle Museum, Birmingham

Entitled ‘A vision for financial planning’, the upgraded 2015 programme is practitioner and future-focused. Each event will offer a wide range of business relevant sessions and keynote deliveries, including from minister of state for pensions, Baroness Ros Altmann, futurologist Dr James Bellini, Cap Gemini’s Rod Bryson, motivational speaker Geoff Burch and others.

“Expanding to four locations gives better access for our membership and allows us to accommodate more members at these flagship events,” said chief executive, Keith Richards.

“Based on member feedback and the need evolve our professional development programme, we expect overall attendance to be up by 33% compared to last year, with a combined 2,000 delegates set to attend. That’s three times as many members as we could accommodate just two years ago.

“All four events will be consistent with our core objectives of supporting and guiding the evolution of the profession to secure and justify confidence and trust of the general public.

“Among the business-relevant content will be sessions from the regulator on breaking down myths and changing misconceptions, a practitioner focus on the retirement market and financial planning in later life, panel sessions on good practice and soft skills for building better businesses, thought leadership on the direction of financial planning in the UK and an examination of what the future will hold for consumers.”

Seven awards will be announced at the opening event’s gala awards in London, hosted by impressionist, Alistair McGowan, who will reveal the winners of the chartered financial planners of the year (individual and firm), the paraplanner of the year, the John Ellis award, the pro-bono award and the highest achievers at diploma and advanced diploma levels.

 

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

NPS Law joins My Legal Club conveyancing panel

NPS Law has joined My Legal Club’s UK conveyancing panel following a review of...

Barclays loosens affordability rules for residential and buy-to-let borrowers

Barclays has changed its affordability calculations for residential and buy-to-let mortgages, in a move...

Conveyancing fees tick up in Q1 but remain flat over past 12 months

The cost of conveyancing services rose modestly in the first quarter of 2026, although...

Bath BS introduces valuation engine to speed up mortgage decisions

Bath Building Society has launched a new property decisioning engine aimed at cutting delays...

LSL to stage first protection-only conference for advisers

LSL Financial Services is to hold its first conference dedicated solely to protection, in...

Latest publication

Other news

NPS Law joins My Legal Club conveyancing panel

NPS Law has joined My Legal Club’s UK conveyancing panel following a review of...

Barclays loosens affordability rules for residential and buy-to-let borrowers

Barclays has changed its affordability calculations for residential and buy-to-let mortgages, in a move...

Conveyancing fees tick up in Q1 but remain flat over past 12 months

The cost of conveyancing services rose modestly in the first quarter of 2026, although...