Chair: Kevin Forbes FPFS (firstname.lastname@example.org)
Chartered Champion: Allan Cruse FPFS, MCSI (email@example.com)
Chartered Champion: Tim Geoghegan FPFS, Certs CII (MP&ER) (firstname.lastname@example.org)
Education Outreach Ambassador: Elisabeth Noyce (email@example.com)
Membership Officer: Matthew Cheek (firstname.lastname@example.org)
New Professionals Officer: Hannah Pendlebury (email@example.com)
Professional Qualifications Officer: Ed Morell DipPFS, Certs CII (MP&ER) (firstname.lastname@example.org)
SMP Advocate: Vacant
Committee Support Officer: Jenny Brown (email@example.com)
- 2023 Regional Conferences and Eventsby Dave Octave
After a very successful return to face-to-face conference in 2022, we are excited to be back on the road in 2023 with our Spring, Summer and Autumn regional conference as well as a range of Specialist events and regional events organised by your local committee.
Click on the link below to register your place or save the date in your diary if a link isn’t available.
Wednesday 1 March – Accumulation and Investment (Venue tbc) – Book Now!
Thursday 23 March – Spring Conference (Hilton Ageas Bowl) – Book Now!
Thursday 22 June – Summer Conference (Venue tbc) – Save the Date
Thursday 5 October – Autumn Conference (Venue tbc) – Save the Date
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.
- Introducing your new Presidentby Dave Octave
Caroline Stuart becomes the first paraplanner to lead the Personal Finance Society.
Caroline Stuart – owner of Sparrow Paraplanning – became the Personal Finance Society’s new President at it’s AGM in September. Caroline becomes the first ever paraplanner to lead the Society and looks forward to meeting many of its members over the coming year.
- PFS appoints Interim CEOby Dave Octave
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 will enhance our governance and enable new operational processes that serve the needs of all members while maintaining public confidence in your services.
Look out for Don at a regional conference near you soon!
- Welcome from Hants & Dorsetby Dave Octave
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!
- Financial Service Revision Courses 2022￼by Dave Octave
The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised the following online distance learning revision courses below for Q3 and Q4 2022.
RO/CF/ER exams = £99 for PFS Hants & Dorset, Thames Valley and Surrey members;
£99 for all other PFS members; £109 for non PFS members;
AF exams = £149 for PFS Hants & Dorset, Thames Valley and Surrey members only;
AF4 & AF1 only (2 Day Courses) = £249 for PFS Hants & Dorset, Thames Valley and Surrey members only;
£249 for all other PFS members; £269 for non PFS members;
To book a course, please clink on the relevant link below (e.g. RO4) or please visit the Southampton Institute website at Events (cii.co.uk)
For all queries please email: firstname.lastname@example.org
Pre-Exam Revision/Event Date Venue JO5 – Pension Income Options Thursday 1st September Online Distance Learning (ODL) AF7 – Pension Transfers Friday 2nd September Online Distance Learning (ODL) AF5 – Financial Planning Monday 5th September Online Distance Learning (ODL) RO6 – Financial Planning Process Tuesday 20th September Online Distance Learning (ODL) RO3 – Personal Taxation Monday 26th September Online Distance Learning (ODL) RO1 – Financial Services, regulations & ethics Wednesday 28th September Online Distance Learning (ODL) RO2 – Investment Principles & Risk Thursday 29th September Online Distance Learning (ODL) RO5 – Protection Thursday 29th September Online Distance Learning (ODL) RO4 – Pensions & Retirement Planning Tuesday 4th October Online Distance Learning (ODL) RO1 – Financial Services, regulations & ethics Tuesday 18th October Online Distance Learning (ODL) RO2 – Investment Principles & Risk Tuesday 1st November Online Distance Learning (ODL) Festival of Financial Planning Tuesday 1st November & Wednesday 2nd November NEC Birmingham PFS Regional Conference Thursday 10th November Ageas Hilton, Hedge End Society of Mortgage Professionals Breakfast Thursday 10th November –
0845 to 1005
Ageas Hilton, Hedge End RO3 – Personal Taxation Friday 11th November Online Distance Learning (ODL) RO4 – Pensions & Retirement Planning Friday 18th November Online Distance Learning (ODL) RO5 – Protection Tuesday 22nd November Online Distance Learning (ODL)
Ed Morell, Professional Qualifications Officer, Hants & Dorset Region
Myles Bigland, Professional Qualifications Officer, Thames Valley Region
Mark Raybould, Chair and Professional Qualifications Officer, Surrey Region