2024 PFS-Member Annual Conference

Royal Victoria, Crowne Plaza, Sheffield
Thursday, 17 October 2024
8:30 am – 4:00 pm (UK time)

Speaker List

**Morning Content**

🗹 Hugh Gimber (JP Morgan)

• Macroeconomic and capital market overview and outlook

🗹 Simon Taylor (Investec W&I)

• Reviewing your business model in light of the FCA Retirement Income Advice Review (TR24/1)

🗹 Gareth Davies (Scottish Widows)

• Pre-budget pension, taxation and estate planning

🗹 Ben Wright (Melo)

• Countdown! Tactics to boost your business' exit value (whenever you decide to sell)

🗹 Sebastian Lewis (Vanguard)

• The great wealth transfer - building trust and relationships across generations

**Afternoon Content**

🗹 Robert Betts, Legal & General

Protection Workshop

1. The role, evolution and the value of Critical Illness Protection

2. Demystifying Income Protection:

• how claims are paid and assessed

• understanding stress and mental ill health generically across providers

3. Protection as part of the advice process:

• Demonstrating the impact of unexpected changes to health (and death)

• Cash flow modelling

• Financial projections fact find

4. The Psychology of advice

• Demonstrating behavioural science and economics examples that can influence advice outcomes

Venue
  • Victoria Station Road
  • Sheffield
  • S4 7YE
View map

CII Accredited

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

5 hours' 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.