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PFS - Surrey Regional Conference Q2 2017 - Epsom Downs

Time and date: 18 April 2017 9.30 AM to 18 April 2017 3.50 PM
Location: Epsom Downs Racecourse
Organiser: Personal Finance Society
Website: Click here

A focus of your quarter two regional conference will be on understanding the practical implications and opportunities arising from the 2017 Budget. Other key themes of this quarters broad programme include risk and retirement planning.

Who is this event aimed at?Advisers

Rethinking risk and the psychology of value

A focus of your quarter two regional conference will be on understanding the practical implications and opportunities arising from the 2017 Budget. Other key themes of this quarters broad programme include risk and retirement planning.

"Another really good event - nice to see different topics each time I attend." Q1 delegate feedback

These events have become a staple source of CPD for many personal finance professionals as they deliver practical and business relevant content, good practice guidance, ideas and professional networking. Other highlights from a packed q2 programme include:

  • Pension transfers - Freedoms, permissions, risks & suitability
  • Targeted absolute returns - Their role in holistic, balanced portfolios
  • Pension freedoms - Behavioural insights that drive the advice process
  • Value investing - The psychology of value for an inflationary environment
  • Protection - Our duty of care and the modern advice process
  • Radically rethinking risk - Broadening definitions to achieve retirement goals