Futureproof: Safeguarding your clients and your business 2019 | Personal Finance Society | 28 November 2019 | The International Convention Centre, Broad St, Birmingham B1 2EA, UK

With the constant changes in legislation within the personal finance sector it can often feel like we are running just to stand still. But as our profession evolves as a more respected and trusted professional service there are steps we all need to be taking that require longer-term thought and planning.

Futureproofing is the focus for the Personal Finance Society’s 2019 Annual Conference, providing insights and guidance to individuals and firms to help you thrive in an unpredictable and ever changing world.

Futureproof will be a full day, multi-stream event, focusing on the key areas of:
an be, whether it’s boosting your emotional intelligence, becoming Chartered or understanding the benefits to your business of a more inclusive and diverse workforce.
• Knowledge – Pension freedoms coupled with a rapidly ageing population have placed renewed emphasis on planning for later life. Make sure your core knowledge is up to date on long term care, trusts, retirement and inheritance planning.
• Skills – Our Power of financial planning stream will be delivered by leading practitioners, and include sessions on goal-based value-added planning, cashflow modelling, coaching and loving your clients to death.
• Business growth – Join us for a marketing masterclass and learn how you can create a brand that is worth more than the sum of its parts. Understand how to grow through acquisition or even look ahead by starting to plan your exit strategy.
• Technology – Embracing new technologies is fundamental to growing business efficiencies, improving client service and driving profitability. Make sure technology is taking the strain for your business so you can focus your time doing what you’re best at.
• Regulation – Whether it’s life under the senior managers regime or surviving the next thematic review we’ll consider the future for financial conduct regulation and the steps firms can take to help futureproof their compliance.