Skip to content

Surrey

Chair: Mark Raybould DipPFS, Certs CII (MP & ER) (m.raybould65@gmail.com)
Chartered Champion: Vacant
Education Outreach Ambassador: Vacant
Membership Officer: Kalyan Das (kdas.wrk@gmail.com)
New Professionals Officer: Andrew Matthews (andymaths186@petercrump45263o.uk)
Professional Qualification Officer: Vacant
SMP Advocate: Vacant
Committee Support Officer: Richard Sheppard DipPFS (shep31265@hotmail.com)
Committee Support Officer: Paul Richardson (paulrichardson@conceptfp.com)

—————————————————————————————————————————-

  • Welcome from Surrey

    Hi, I’m Mark Raybould, the current Chair of the PFS Surrey region. We hold our PFS meetings at Epsom Racecourse and we welcome all members of the Personal Finance Society to attend.

    We are forging excellent relationships with various colleges and universities in the county and are happy to invite students to attend and gain an understanding about the world of financial planning in action and the multitude of career options which exist! We 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

    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.

    Cost:

    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: hantsanddorsetpfs@outlook.com

    Pre-Exam Revision/EventDateVenue
    JO5 – Pension Income OptionsThursday 1st SeptemberOnline Distance Learning (ODL)
    AF7 – Pension TransfersFriday 2nd SeptemberOnline Distance Learning (ODL)
    AF5 – Financial PlanningMonday 5th SeptemberOnline Distance Learning (ODL)
    RO6 – Financial Planning ProcessTuesday 20th SeptemberOnline Distance Learning (ODL)
    RO3 – Personal TaxationMonday 26th SeptemberOnline Distance Learning (ODL)
    RO1 – Financial Services, regulations & ethicsWednesday 28th SeptemberOnline Distance Learning (ODL)
    RO2 – Investment Principles & RiskThursday 29th SeptemberOnline Distance Learning (ODL)
    RO5 – ProtectionThursday 29th SeptemberOnline Distance Learning (ODL)
    RO4 – Pensions & Retirement PlanningTuesday 4th OctoberOnline Distance Learning (ODL)
    RO1 – Financial Services, regulations & ethicsTuesday 18th OctoberOnline Distance Learning (ODL)
    RO2 – Investment Principles & RiskTuesday 1st NovemberOnline Distance Learning (ODL)
    Festival of Financial PlanningTuesday 1st November & Wednesday 2nd NovemberNEC Birmingham
    PFS Regional ConferenceThursday 10th NovemberAgeas Hilton, Hedge End
    Society of Mortgage Professionals BreakfastThursday 10th November –
    0845 to 1005
    Ageas Hilton, Hedge End
    RO3 – Personal TaxationFriday 11th NovemberOnline Distance Learning (ODL)
    RO4 – Pensions & Retirement PlanningFriday 18th NovemberOnline Distance Learning (ODL)
    RO5 – ProtectionTuesday 22nd NovemberOnline 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

    _________________________________________________________________

  • 2022 Surrey Regional Conferences

    We are really pleased to have successfully returned to a full program of Face-to-Face events in 2022 and look forward to rounding off the year with by meeting more members and bringing you more great content. Click on the link below to register your place.

    We are currently finalising the list of conferences and events for 2023 and will be sharing these with you soon.

    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.

    —————————————————————————————

  • 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!

    —————————————————————————————

  • 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

    _________________________________________________________________