The Vale Resort
The Vale Resort, Hensol Park, Hensol CF72 8JY, United

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Event Date Thu Sep 6 BST (about 3 years ago)
In your timezone (EST): Thu Sep 6 12:00am - Thu Sep 6 12:00am
Location The Vale Resort
Hensol Park, Hensol CF72 8JY, United
Region EMEA

Social purpose, financial resilience and your digital journey.

At the Personal Finance Society’s Q3 Regional Conferences delegates can expect a thought provoking mixture of high quality, business relevant CPD. Programme highlights include:

Going digital – Understand the massive potential benefits to your business and how you can overcome the key challenges associated with putting client data online.
Social impact investing – Learn how to satisfy client demand for investments that combine profit with a measurable and positive contribution to society.
Risk, volatility & income – In building low risk portfolios and understanding drivers in fixed income markets we seek to answer the question: Can we sacrifice volatility without sacrificing returns?
Workplace evolution – A look at how you can identify the new opportunities for advisers in supporting employers in delivering workplace pension solutions.
Financial resilience – Recognising the specific needs of evolving customer segments when it comes to protection.


2018 Speakers:

Francis Chua
Legal & General Investment Management

Andrew Holmes
M&G Investments

Ian McIver
MCS Ltd Education Officer

Martin Green

Peter Harris
Jacobs & Harris Ltd Membership Officer

Debra Hale
Zurich Financial Services

Marie Fanning
RM Financial Advice Chartered Champion

Susan Rohe

Tessa Lee
Financial Services, Moneyinfo

Sponsors & Partners

2018 Sponsors:

• moneyinfo
• Schroders