It was with great pleasure last week, that we
welcomed more than 600 members to two major events in Belfast and
On Tuesday, we hosted approximately 200 members at our Financial
Planning in Focus conference at Titanic Belfast, where delegates
heard from a range of keynote speakers including Guinness memory
world record holder David Thomas, who explained the value of
possessing a powerful memory.
Meanwhile, our 2016 National Financial Planning Symposiums
kicked off in Newport on Thursday, where award winning actor,
business coach and keynote speaker Ian Hughes, drew on the
Shakespearean theme by explaining to more than 400 delegates how
the power of storytelling can be used to increase the impact we
make when we tell our own story.
Members were also offered an update on a series of initiatives
being led by the Personal Finance Society, including the imminent
launch of a new Financial Adviser apprenticeship and a new pro bono
initiative we're developing with the On Course Foundation, to
support injured armed forces personnel.
We're expecting more than 2,300 members to attend our 2016
National Symposiums, making it one of the biggest gatherings of
advice professionals in the UK, and an invaluable opportunity for
members to network, share ideas and hear from experts across a
range of sectors and areas of specialisation.
But we're planning an even bigger event next year, when we
consolidate our national conferences into one major event. Plans
are under way to host more than 3,000 delegates and 150 exhibitors
at a festival of personal finance and financial planning, to
be held at Birmingham's National Exhibition Centre (NEC) on 7th -
8th November. We will keep you updated as plans progress.
On 16th November we head to Edinburgh for the second
of our National Symposiums, followed by London on the
24th and finally Birmingham on the 29th. I
look forward to seeing you there!
As I mentioned in my previous blog, we will be submitting our
response to the Treasury's consultation on amending the
definition of financial advice on Tuesday 15th November,
following a roundtable discussion I will be attending with the
Treasury on Monday 14th November.
We broadly support the Treasury's plan to expand the scope of
'guidance' by redefining 'advice' in line with MiFID, but as
outlined in our submission, we also propose a broader review of the
labels commonly used in our profession.
Redefining advice won't necessarily change anything from an
adviser's perspective, but the clearer definition paves the way to
more clearly establishing advice and guidance as two distinct
About the Blog
In this blog Personal Finance Society CEO Keith Richards will be
keeping you up-to-date with all the Personal Finance Society news,
projects and initiatives that we have in the works.
Read past editions of the blog »