A wealth of opportunity in financial planning

The 2011 PFS Annual Conference saw the introduction of a new format, giving delegates an incredible choice from over 40 technical, business and motivational session. Many of the sessions were repeated to provide maximum choice and flexibility.

Below you will find links to many of the PowerPoint presentations used by subject specialists at the event, together with video and audio recordings of key sessions. Delegates may find these useful when implementing the actions and new ideas they took away from the event.

PFS Conference Videos

Keynote Speaker:
Steve Webb
Keynote Speaker:
Jim Lawless
Keynote Speaker:
Adrian Webster

 

Conference 2011 audio & presentations

Tax Planning and Avoidance
Adrian Shipwright

Audio (MP3)
Presentation (PPT)
Risk Managed Equity Investing
Andrew Clare

Audio (MP3)
Presentation (PPT)
Positive Personal Influence
Bob Perry

Audio (MP3)
Single Premium Bonds
Brian Benson

Audio (MP3)
Presentation (PPT)
Client Risk Apetite
Chris Gilchrist

Audio (MP3)
Presentation (PPT)
Motivating Clients to Buy
David Batchelor

Audio (MP3)
The High Fees Generator
David Scarlett

Audio (MP3)
Presentation (PPT)
Adviser Charging
David Shelton

Audio (MP3)
Presentation (PPT)
Success Post RDR
Don Wild

Audio (MP3)
Presentation (PPT)
Maximising Pension Conts
Fiona Tait

Audio (MP3)
Presentation (PPT)
Profitable Marketing
Gina Miller

Audio (MP3)

Estate Planning in Practice
Helena Luckhurst

Audio (MP3)
Presentation (PPT)
Drawdown Strategies
Ian Naismith

Audio (MP3)
Presentation (PPT)
Online Marketing
Jaime Steele

Audio (MP3)
Presentation (PPT)
Behavioural Finance
Joe Jordan

Audio (MP3)
Presentation (PPT)
More than Pensions
John Porteous

Audio (MP3)
Presentation (PPT)
Family Tax Planning
Jonathan Riley

Audio (MP3)
Presentation (PPT)
Later Life Clients
Karen Rayner

Audio (MP3)
Presentation (PPT)
Streamlining Processes
Kim North

Audio (MP3)
Presentation (PPT)
Wraps and Platforms
Mark Polson

Audio (MP3)
Presentation (PPT)
VCT's and EIS
Matthew Brown

Audio (MP3)
Presentation (PPT)
Client Segmentation
Paul Harrison

Audio (MP3)

Outsourcing Investment
Robert Jukes

Audio (MP3)
Presentation (PPT)
Delivering Client Value
Robert Reid

Audio (MP3)
Presentation (PPT)
A Chartered Forum
Ruth Sturkey & Brian Steeples

Audio (MP3)

Independent or Restricted
Simon Collins

Audio (MP3)

Engaging with New Generation
Simon Gibson

Audio (MP3)
Presentation (PPT)
VAT & Tax on Adviser Charging
Steve Knowles

Audio (MP3)
Presentation (PPT)
Practical Life Planning
Tina Weeks

Audio (MP3)
Presentation (PPT)
Must-do Tax Planning
Tony Wickenden & John Woolley

Audio (MP3)
Presentation (PPT)
 

Chartered Awards Video

PFS Conference Summary Video

Thank you to those of you that took the time to give us your feedback. We will incorporate it into our planning for the 2012 event, which will take place at the ICC in Birmingham on 8 th & 9 th November 2012. Over 150 delegates have already reserved their place at the 2012 event and we will be working hard to deliver another superb event. If you haven’t booked yet watch-out for details in the New Year  - follow @pfsconf on Twitter and visit www.thepfs.org/conference.

A handful of the 600+ tweets from 2011:

An excellent  #PFSConf  for the last 2 days. If you weren't here you have missed lots of ideas on how to improve your service to clients
Andrew Elson  

#pfsconf  Well worth the investment of time & money, I have some great news ideas to think about.
Mark Hughes  

Terrific  #pfsconf  - some great blow my mind moments
Mel Kenny  

Click here for a reminder of the worthy winners of the 2011 PFS Chartered Awards