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Thursday, February 1, 2024

Nearly 2,400 attend PFS Festival of Financial Planning

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Practically 2,400 monetary professionals attended this week’s Private Finance Society’s two-day Pageant of Monetary Planning – the most important occasion of its variety this yr.

The occasion on the NEC in Birmingham attracted 2,133 on its first day adopted by 1,924 on the second day, with many attendees going to each days.

The overall quantity of people that attended over the 2 days was 2,348.

The PFS, the skilled physique for Chartered Monetary Planners, has hailed the occasion as a “incredible expertise.”

The occasion included keynote audio system similar to paralympian Dame Tanni Gray-Thompson, a number of studying streams and dozens of knowledgeable keynote audio system. There was additionally a big exhibition space that includes almost 80 exhibitors.

The occasion passed off in opposition to a vibrant pageant backdrop which featured stay music from ‘Client Responsibility’ – an enthusiastic and entertaining rock band together with main Monetary Planners and monetary professionals, and a Pageant TV channel with Martin Bamford. The central space featured an enormous rainbow ‘tent’ with a man-made garden, stilt walkers and entertainers.

The intention was to have fun the most effective of Monetary Planning.

The pageant was final held in 2017 and postponed in the course of the pandemic. There is no such thing as a phrase but from the PFS on when the occasion might be held once more.

Caroline Stuart, the newly-elected President of the Private Finance Society, mentioned: “It has been a incredible expertise to be again on the Pageant of Monetary Planning after 5 years.

“Catching up with outdated associates, fellow professionals and listening to tales of planners serving to their shoppers has made it two days to recollect. I’m certain that the greater than two thousand attendees have made connections and began conversations that can keep it up for months and years to return.

“It has been a selected honour to be right here as President of the PFS and listen to about how we as Monetary Planning professionals can finest make the case for our occupation and understanding members’ priorities going ahead.”

Don MacIntyre, interim CEO of the Private Finance Society, mentioned: “This was my first Pageant of Monetary Planning, as I’m certain it was for a lot of others, and it has been nice to see so lots of our members getting collectively, reconnecting and sharing experiences and finest observe.

“I’ve met and spoken with members from all completely different areas of the occupation, which has been a useful studying expertise for me to raised perceive the companies they ship to shoppers, what their skilled priorities are and what they need from their PFS. I’ve many constructive additions to my to do record because of the engagement and contributions of members on the pageant. I look ahead to persevering with that engagement at upcoming regional and different occasions.”

The occasion was held this yr on Tuesday 1 November and Wednesday 2 November.


Audio system included Therese Chambers of the FCA, Justin Urquhart Stewart, co-founder of 7IM, Nick Eatock of Intelliflo, Gretchen Betts of Magenta Monetary Planning, Chris Budd of the Institute of Monetary Wellbeing, main Monetary Planner Amyr Rocha Lima and enterprise marketing consultant Brett Davidson.

Subjects coated within the periods included fintech, later life planning, management, shopper responsibility, productiveness, advertising, ESG, enterprise development, trusts, crew constructing and retirement planning periods.

The occasion is predicted to offer 11 hours of CPD over the 2 days.

The occasion’s hashtag was: #PFSFestival 


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