Face to face, PFS breakfast session - Generation Z and Beyond, how to achieve optimal client outcomes whilst protecting the future of your business

The Exeter Court Hotel
Wednesday, 31 January 2024
8:30 am – 10:00 am (UK time)
    • Gareth Perry, Regional Business Development Manager, TIME Investments

We are delighted to welcome Gareth Perry of TIME Investments for this face to face training workshop.

Session Overview:

The session will explore the “Great Wealth transfer” and what that transfer currently looks like in today’s environment.

We will explore intergenerational threats and what matters most to the Millennials and the Gen Z when choosing an adviser.

Finally we will look at “The Good News” from the latest research and how BR can help with IHT Planning, there will be case studies to discuss interactively and of course, we will look at the current headlines around IHT and give you our views.

Learning objectives

By the end of the session, participants will be able to understand:

  • Understand the Characteristics of different generations.
  • Outline strategies to better engage with millennials and Generation Z
  • Identify opportunities within your business to build “Firm to Family” financial plans.
  • Articulate how BR investments can support intergenerational planning and conversations

Gareth Perry - Regional Business Development Manager - TIME Investments

Gareth joined TIME in March 2022 and works closely with Charlotte Williams, supporting Advisers in the South West.

Gareth has worked in the financial services industry for 15 years, having previously worked in the Business Development Team for Seven Investment Management, helping advisers with Discretionary investments and platform solutions for a broad range of clients.

Prior to working in financial services, Gareth was a Bomb disposal operator in the British Army.

Gareth holds a CISI Level 4 Diploma.

  • The Kennford Room
  • The Exeter Court Hotel
  • Kennford
  • EX6 7UX

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.