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PFS to sponsor NextGen Planners conference

Publication date:

17 April 2024

Last updated:

17 April 2024

The Personal Finance Society (PFS) has pledged to sponsor the 2024 NextGen Planners conference, an innovative celebration of the next generation of financial planning. The sponsorship marks the start of a closer working relationship between the two organisations, in an aligned effort to engage the next generation of financial planning talent, and support their career journeys.

Don MacIntyre, Interim CEO for the PFS, is set to speak at the conference, where around 400 financial planners are expected to gather from across the UK over the two days.

Taking place in July, at the Titanic Hotel in Liverpool, the event will feature four stages; Earth, Air, Fire and Water, each with a unique offering for attendees to choose from. To support this approach, the NextGen Planners conference offers state-of-the-art, silent headset technology, which allows delegates to choose from simultaneous sessions in each of the stage areas.

The keynote speaker for the event will be Amy Williams MBE, a gold-medal-winning British Skeleton athlete, TV Personality and motivational speaker. Amy won a gold medal at the Vancouver Winter Olympics in 2010, Great Britain’s first gold medal in an individual event for 30 years, and the first by a woman for 58 years. The agenda also includes innovative and topical panel discussions, workshops, an awards ceremony, and live music, as well as food and drinks, and time for networking.

Don MacIntyre, Interim CEO for the PFS, said: “The NextGen Planners conference is an incredibly valuable event, and the PFS is delighted to lend our support to the next generation of voices and new ideas. The two days will provide a welcome opportunity to think creatively and innovatively about the future of our profession. The PFS looks forward to a closer working relationship with NextGen, as part of a wider strategy to engage new talent, and improve consumer outcomes through the adoption of more holistic planning skills.”

Adam Owen, Director and Head of Content at Nextgen Planners said: “Our profession is at its best when we collaborate, and we are delighted to be working more closely with the PFS to support the advice community and engage new talent. The 2024 conference programme is our most ambitious yet and will provide a unique experience for delegates and professional partners that we hope will be the catalyst for many new initiatives.” 

NextGen Planners are a community of thought leaders from across the finance profession, with a shared ambition of making the financial planning profession a great place to be. The app-based group provide peer support, and world class training and content on a variety of topics in financial planning.

More information and registration for the NextGen Planners conference can be found here.