Chair: John Bruce DipPFS Cert CII (Mp & ER) (ifa@bruce-ifa.co.uk)
Chartered Champion: Andrea Irvine-Morse (andrea@aima.org.uk)
Education Outreach Ambassador: Andrea Irvine-Morse (andrea@aima.org.uk)
Membership Officer: David Gunning DipPFS Cert CII (Mp & ER) (davegunning@denton-woodhouse.co.uk)
New Professionals Officer: Amy Crulley DipPFS (amy@bruce-ifa.co.uk)
Professional Qualifications Officer: Omar Din DipPFS, Cert CII (omar.din@taitwalker.co.uk)
SMP Advocate: Peter Blacklock DipPFS (peter.blacklock09@googlemail.com)
SMP Advocate: Lyndsey Stephenson (lyndsey@co-navigate.co.uk)
Committee Support Officer: David Gunning DipPFS Cert CII (Mp & ER) (davegunning@denton-woodhouse.co.uk)
Committee Support Officer: Gemma Siddle FPFS (gemma.siddle@eldonfinancial.co.uk)
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- 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.
- Thursday 25 May – Summer Conference (Ramside Hall) – Book now!!
- Thursday 28 September – 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.
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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.
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- Tyne Tees Revision Days- Session 1 2023
The following revision day courses are now live and ready for those taking the relevant exams.
All courses are ran at a cost of £50 per day for Tyne Tees regional members, £75 for other members and £100 for non-members.
Timings: 09:30 – 16:30.
Location: Courses will be delivered online via Zoom.Date Subject Wednesday 11 January 2023 R06 – Financial Planning Practice Revision Day Wednesday 25 January 2023 AF1 Personal Tax and Trust Planning Revision Day Monday 6 February 2023 AF7 Pension Transfers Revision Day Wednesday 8 February 2023 AF4 Investment Planning Revision Day Friday 17 February 2023 AF5 – Financial Planning Process Revision Day Register your place now!!!
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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 Tyne Tees
Welcome to the Tyne Tees Personal Finance Society, our membership covers the whole of the Northeast. I am the current Chair for the Tyne Tees PFS, supported by an excellent committee.
We are here to support you in your personal development, through training and ongoing CPD. In addition to our Regional Conferences, in 2022 we will be providing additional Chartered Technical events, as well as other events to provide additional support.
In conjunction with the CII’s Newcastle Institute, Omar Din has and will continue to organise specialist exam training days. Please keep an eye out for emails from the Newcastle Institute as well as referring to this page for updates.
My best wishes go out to you all, and I look forward to seeing you all at our next regional event.
John Bruce DipPFS Cert CII (MP & ER) (IFA@bruce-ifa.co.uk)
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