We are back @UtilitaBowl for our committee led regional @pfsconf meetings. Many thanks to our fantastic speakers and sponsors today @parmenionuk Octopus Investments, Automwrite and Bernie De Souza. Also great work by our amazing committee for arranging the event #cpd#profession
Nice to finally meet Dean from @PortfolioMetrix as we welcome him to our @pfsconf event here in cloudy Hampshire. Looking forward to an informative session from an innovative solution. #cpd#investing
What’s this I hear? #annuities are back? Karl from @WeAreJustUK must be over the moon to be back here with us at our @pfsconf in #Hampshire with rates so high! Always great value #cpd and fantastic supporters of our profession.
Coffee ✅ so back in the room with a well known face and great friend of our region, local boy Phil Griffin from @Quilter_Adviser@Quilter on #pensions and those #lifetimeallowance issues that plague our minds on a daily basis (it seems). It’s going to be a great @pfsconf session
An old friend Andy Woollon returns with @ZurichAdviser @Zurich to talk about the very topical #IHT subject at our @pfsconf today. Maybe the occupants of number 11 Downing Street are looking in for some tips? 😜 #cpd#professional#financialadvice
Last @pfsconf session before lunch @Octopus_UK James Warburton talking about budgets and tax just as the @bankofengland raises interest rates yet again….
Old friend to our @pfsconf region returns in the shape of Nick Edwards @tecconn with his Trustee Support Services hat on this time. #IHT#CPD@afcb_events
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Great start to the day with Lindsay from @evelynpartners talking Consumer Duty and CIP
Welcome to our region and sunny bournemouth.
Thanks to @afcb_events and @AFCBusiness for hosting our summer @pfsconf conference.