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Nearly 2,500 register for Festival of Financial Planning

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Nearly 2,500 financial professionals have so far signed up to attend the Personal Finance Society’s two-day Festival of Financial Planning which gets under way tomorrow.

The event at the NEC Birmingham is the largest in the Financial Planning calendar.

The festival was last held in 2017 with smaller, annual conferences, held in other years.

The PFS, the professional body for Chartered Financial Planners, has released final details of the event programme which will include keynote speakers, a large exhibition area with nearly 80 exhibitors, multiple streams and live entertainment.

The event, held this year on Tuesday 1 and Wednesday 2 November, last time attracted nearly 3,500 attendees when it was last held in 2017 but the PFS is expecting a smaller number this time post-pandemic.

Registration for the event remains open (as of Monday am) until all places are filled. For more information visit: www.pfsfestival2022.org.

This year, Paralympian Baroness Tanni Grey-Thompson will be the keynote speaker and will talk about her life and overcoming challenges.

The full programme is now live on www.pfsfestival2022.org and includes technical, skills and learning sessions from specialists and practitioners.

Sessions will include:

  • FCA’s priorities for the consumer investment sector – Therese Chambers of the FCA
  • An insightful market outlook – Justin Urquhart Stewart
  • Fast Track to becoming a champion with tech – Nick Eatock
  • Women Financial Planners – a rare thing and an untapped resource – Sam Secomb
  • How will your future business consciously embrace inclusion? – Gretchen Betts
  • The Happiness Paradox – Chris Budd
  • Vulnerability and the New Consumer Duty – Martin Lines
  • The changing nature of retirement income planning – Amyr Rocha Lima
  • Inter-generational wealth transfer – John Porteous
  • Building the perfect support team for growth, sale or succession – Brett Davidson
  • Overcoming the behavioural cost of being human – Greg Davies
  • Plus fintech, later life, leadership, consumer duty, productivity, marketing, ESG, business growth, trusts, team building and retirement planning sessions.

The event is expected to provide 11 hours of CPD over the two days.

Caroline Stuart, President of the Personal Finance Society, said: “The Festival of Financial Planning is the ultimate event for everyone within the Financial Planning community. It really has something for everybody – from Paraplanners to those in compliance through learning and development to investment, retirement and later life specialists.”

 The event’s hashtag is: #PFSFestival 

• Financial Planning Today will be bringing coverage from the event. Check back tomorrow for updates and follow us on Twitter @_FPToday




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