After a very successful year of conferences in 2023, we are rounding up the year with our Autumn conference. Partners include JUST, Quilter, Portfolio Metrix, Zurich and Fidelity.. Click on the link below to register your place and find out… Read More »2023 Regional Conferences and Events
Herts, Middlesex & Bedfordshire
The ‘Shaping the future together’ consultation gave members and other key stakeholders the opportunity to feedback on the Chartered Insurance Institute’s (CII) proposed plans, as well as the services it delivers and how the professional body can best meet their… Read More »CII pilots new form of financial planning assessment
Don MacIntyre appointed to full-time executive role. In August the PFS appointed Don MacIntyre as PFS Interim CEO. Not only will he represent and advocate PFS members’ interests, he will also work closely with the Board to preserve PFS assets. Furthermore, he… Read More »PFS appoints Interim CEO
We are now the Hertfordshire, Middlesex and Bedfordshire region of the Personal Finance Society. Takes me back to when I was regional Chair when the LIA merged with SOFA to become the PFS – some fifteen years ago – at that… Read More »Welcome from Herts, Middlesex & Bedfordshire
Webinar: Watch On Demand. In February Hiten Parmar of Foresight Group joined us to discuss the key benefits of business relief, where Business Relief is appropriate in client portfolios and how sustainable investing can benefit Business Relief funds. With allowances… Read More »How sustainable investing can combat the squeeze on Inheritance Tax
Since the bottom of the market in March 2020, investors enjoyed the benefits of a potent combination of fiscal and monetary stimulus, vaccine success and the release of pent-up consumer demand. Markets have had a constant flow of catalysts to… Read More »Have we forgotten that markets fall too?!
With £5.5 trillion set to pass between generations over the next 30 years, it is clear that this wealth transfer represents one of the greatest opportunities for the financial advice sector. Yet, generational shifts in attitudes and ways of accessing… Read More »A Changing World: Opportunities for Financial Advisers