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Hants & Dorset

Chair: Kevin Forbes FPFS (kevin.forbes@ssfs.co.uk)
Chartered Champion: Allan Cruse FPFS, MCSI (allan.cruse@ssfs.co.uk)
Chartered Champion: Tim Geoghegan FPFS, Certs CII (MP&ER) (tim@gandcfinancial.co.uk)
Education Outreach Ambassador: Elisabeth Noyce (latin.liz74@googlemail.com)
Membership Officer: Matthew Cheek (matthew.cheek@casterbridgewealth.co.uk)
New Professionals Officer: Hannah Pendlebury (hannah@lawrenceclarke.co.uk)
Professional Qualifications Officer: Ed Morell DipPFS, Certs CII (MP&ER) (edmorell@me.com)
SMP Advocate: Vacant
Committee Support Officer: Jenny Brown (jenny.brown@btinternet.com)

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  • Welcome from Hants & Dorset

    Our objectives are to support our regional members, as well as promoting the profession to the local community. We also wish to encourage, support and help develop new entrants into financial services and therefore assist you with your succession planning needs.

    We aim to do this by organising local CPD and networking events, delivering financial education in schools and engaging with local Higher Education institutes and also by representing our members, locally and nationally within the professional body and across wider society.  The aim of this page is to better communicate regional messages and news to you and help you to connect with us and your local peers. We welcome any feedback and are always looking for like-minded people to join the committee, so if you are interested please do get in touch!

    Kevin

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  • Myth Busting webinars

    These 60 minute ‘Myth Busting’ CPD sessions are a series of virtual webinars with a difference!

    Our hosts Colin Simmons Business Development Manager and Les Cameron head of Technical at Prudential present these sessions in their own unique style, covering a number of complex technical subjects in an interactive style with very few slides. The interaction between the two presenters keeps the audience engaged and even with large groups they still encourage audience participation by using the online chat facility on the call.

    Want to know what Linda Bellingham, Steven King, Rita Hayworth and the Shawshank Redemption have to do with pension death benefits?

    These are just some of the answers we will provide along with that all important conundrum to university planning… How many Pot Noodles and Jaegermisters could my 18yr old grandchild buy with my generous intergenerational planning, and is there a better way that’s tax efficient and I keep control?

    Demystifying pension death benefits – Tuesday 2nd August, 9.30am

    There is often lots of confusion surrounding the flexibilities and legislation surrounding pension death benefits. Prudential Business Development Manager Colin Simmons & Head of technical Les Cameron are running a session looking at the various aspects of providing pension death benefits but importantly demystifying many of the myths that surround pensions and death.

    During this 60 minute CPD session Colin and Les will look at intergenerational wealth transfer and identifying areas for Advisers to discuss with clients in their usual entertaining format:-

    1. Pensions are IHT free
    2. Only DB transfers have IHT issues
    3. You can only put £3,600 in your child’s pensions
    4. Bypass Trusts are dead
    5. Your family can inherit your pension
    6. Pension death benefits are tax free

    BOOK NOW!


    Seven sensational Tax Myths’ CPD accredited session – Tuesday 16th August, 9.30am


    There’s often a lot of confusion surrounding the tax reliefs and subsequent tax benefits available when putting a bespoke financial plan in place for a client. To help clear up this confusion, Prudential Business Development Manager, Colin Simmons and Head of Technical, Les Cameron are running a session looking at a range of tax planning options and helping you better understand and look beyond the myths.

    During this 60 minute CPD session Colin and Les will look at intergenerational wealth transfer and identifying areas for Advisers to discuss with clients in their usual entertaining format:-

    This 60 minute CPD session will cover:

    1. Pensions are IHT free
    2. Only DB transfers have IHT issues
    3. You can only put £3,600 in your child’s pensions.
    4. Bypass Trusts are dead. 
    5. Your family can inherit your pension.
    6. Pension death benefits are tax free.
    7. You get £12,570 personal allowance tax free

    BOOK NOW!

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  • 2022 Hants & Dorset Regional Conferences

    We are really pleased to be returning to a full program of Face-to-Face events in 2022 and below are some dates for our Hants & Dorset regional events. Click on the link below to register or save them in your diary if registration is not yet opened..

    More events, organised by your regional committee will be advertised in due course. If you have any suggestions for local events you would like to see, please contact your committee.

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  • POWER

    FINE TUNE YOUR FINANCIAL PLANNING SKILLS

    If you haven’t visited the pfspower.org website yet, now is the time.

    Explore the extensive digital hub for financial planning skills, where brand new content is added every week, including a weekly live webinar delivered by expert practitioners and coaches. Our top rated webinars include topics such as ‘finesse your first meetings’; ‘how to get a million in revenue’ and ‘how to politely screen your clients’.

    To find out more, watch a webinar or check in on the latest content head to pfspower.org

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