Tue 6 Jan. 2015

PFS 2015

My name is Michael Saunders and I am delighted to be serving for another year as your Chairman for the Norfolk region in 2015.

I would like to welcome back Simon Jones, Paul Myers and Stephen Derrick who have been elected as Vice Chairman, Education Officer and Membership Officer respectively for 2015. Simon Jones is a new volunteer onto the committee and we also have another committee member without portfolio called Mark Jenner.

I look forward to meeting as many of you as possible at our first Regional Conference for 2015 on 14th January. As your regional Chairman and committee, we want to hear your views to help us deliver a relevant support programme to meet your needs.

Michael Saunders DipPFS
Regional Chairman
michael.saunders@boswell-insurance.co.uk

Q1 Regional Conference
The Q1 Regional Conference programme will give you the opportunity to hear about the latest developments and key pension planning opportunities both pre and post April 2015. The FCA will be discussing the RDR and we will also be hearing about the following topics:

• A year of challenges? An economic overview focusing on the potential drivers of bond and equity returns in 2015
• Right money, right hands, right time – the latest inheritance tax planning tools and opportunities
• Freedom and choice... and advice! Practical considerations of the new pension proposals
• Exploring strategic bond funds
Book now for the Q1 Regional Conference on Wednesday 14th January and view the full agenda at http://www.thepfs.org/media/5704704/agenda_q1_norfolk_regional_conference_v2.pdf

2015 Regional Conference dates
The following dates and venues have been confirmed for:

Event

Date

Venue

Q1
Regional Conference

Wednesday 14th January 2015

De Vere Dunston Hall

Q2
Regional Conference

Wednesday 22nd April 2015

Mercure Norwich Hotel

Q3
Regional Conference

Wednesday 8th July 2015

De Vere Dunston Hall

Q4
Regional Conference

Wednesday 7th October 2015

De Vere Dunston Hall


The Personal Finance Society update
yourmoney is the new consumer website which will provide customers with the largest database of fully accredited financial advisers of its kind. Find out more information and create or enhance your profile at http://www.thepfs.org/my-pfs/yourmoney-faqs/