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Thames Valley

Chair: Colin Simmons (colin.simmons@prudential.co.uk)
Chartered Champion: Matthew Strickland (mstrickland@partnerswealthmanagement.co.uk)
Chartered Champion: Preeta Arora (preeta@bespokewealthsolutions.com)
Education Outreach Ambassador: John-Paul Hamilton (john-paul.Hamilton@psaspire.com)
Membership Officer: Stephen Sexton (steve.sexton60@hotmail.com)
New Professionals Officer: Marie Lawrence (marie.lawrence@rathbones.com)
Professional Qualifications Officer: Myles Bigland (Mbigland2000@yahoo.com)
SMP Advocate: Vacant

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  • CII pilots new form of financial planning assessment

    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 needs and expectations in the future. The CII is conducting this pilot as the majority of financial planners who took part in the ‘Shaping the future together’ consultation told us they want us to bring in more flexibility and realistic assessed tasks to some of our assessments.

    In place of the scheduled written exams, the CII will be piloting coursework assessments for the R06 Financial Planning Practice unit of the Chartered Insurance Institute Level 4 Diploma in Regulated Financial Planning. The format of the coursework assessments for R06 will be assignments based on client case studies.

    Gill White, Chief Customer Officer of the Chartered Insurance Institute, said: “Our R06 unit currently uses on-screen written exams available four times per year. We are piloting a flexible, client-focused coursework assignment assessment, designed to fit in with contemporary working practice. This means learners with commitments that prevent attendance of exams on the fixed dates will not face a barrier to completion of the Diploma in Regulated Financial Planning.

    “The assessment is designed to meet the same syllabus learning outcomes and assessment criteria as the current R06 exam and meets the Level 4 qualification descriptors set out by education regulators.

    The assessment criteria include a requirement for analysis and justified recommendations, which are appropriate to assess in longer responses such as case-study-based assignments.

    “We worked with practitioners within the profession, advisory groups and the PFS Board to discuss how these skills are demonstrated in a professional context to design the coursework assessment approach and tasks.”

    A review will be undertaken later this year once the pilot is completed and feedback from candidates has been received. The Chartered Insurance Institute will then decide during 2023 whether assessment for the R06 Financial Planning Practice unit will switch from written examinations to coursework and the timetable for any changes.

  • 2023 Regional Conferences and Events

    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 21 February – Spring Conference (Select Car Leasing Stadium) – book now!!
    • Date tbc – Summer Conference (venue tbc) – Save the date
    • Tuesday 19 September – Autumn Conference (venue tbc) – Save the date
    • Tuesday 17 October – Accumulation and INvestment (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.

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  • PFS appoints Interim CEO

    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!

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  • Welcome from Thames Valley

    Hi, I’m Colin Simmons, the Chair of the Personal Finance Society Thames Valley region.  We hold our PFS meetings, usually once a quarter, at The Reading FC football stadium where we welcome all members of the Personal Finance Society to attend.  Although we have started to grow our committee and have six members already, we are always looking for like-minded people to join the committee, so if you are interested please do get in touch.

    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 for our members and delivering financial education in schools. 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, comments and suggestions.  You can also find us on the Thames Valley PFS LinkedIn page.

    Colin

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  • 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

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