2024 PFS Tyne Tees Conference

Join us for an exclusive professional development event designed specifically for members of the Personal Finance Society (PFS) and financial planning professionals. This comprehensive event will provide in-depth insights into several key areas crucial for enhancing your practice and staying current in the ever-evolving financial landscape.

Topics to be covered:

• Cashflow Planning: Master techniques and tools for effective cashflow planning, essential for helping clients achieve their financial goals and understand the assumptions that most cashflow modelling systems work from.
• Estate Planning and the Residence Nil Rate Band: Learn strategies to optimize estate planning with a focus on the Residence Nil Rate Band, ensuring your clients maximize their inheritance tax allowances, and what to do when the residence nil rate band is not applicable.
• Suitability Report Writing: Gain expertise in writing clear, compliant, and compelling suitability reports that meet regulatory requirements and best practices. Also look at common pitfalls that lead to suitability report being ignored by the client.
• New Pension Legislation – Lifetime Allowance (LTA): Understand the latest changes to pension legislation, particularly around the Lifetime Allowance, and how these impact retirement planning strategies.
• Underwriting and Mental Health Considerations: Explore the complexities of underwriting, with a special focus on how mental health considerations can affect insurance assessments.
• Economic Market Updates: Receive the latest updates on economic market conditions in a post election environment to better advise clients on investment opportunities and risks.

Don’t miss this opportunity to expand your knowledge, refine your skills, and network with peers. Join us to stay ahead in the financial planning profession!

Book now

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