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Tuesday 12 November 2024
Manchester Central


WELCOME


To the PFS National Conference 2024

NATIONAL CONFERENCE 2024


REWIRED - PLANNING FOR A HYBRID WORLD

Today, we live in an increasingly hybrid world: greater blending between
physical and digital is a virtual reality. 


Financial planning is no different and the profession is under pressure to
innovate. In parallel we are on the cusp of the great wealth transfer from the
affluent baby-boomers of today to the millennials and Gen Xers of tomorrow.



But to continue to influence this wealth we will have to meet the needs of both
traditional clients and digital natives. This will require a little proposition
re-wiring, building real infrastructure efficiencies, and new ways of
communicating across generations.








WHY ATTEND?

The PFS National Conference is renowned for bringing the profession together to
share insight and inspiration. Expect:
 * Insights and ideas relevent to your business and clients
 * High quality continuing professional development on a broad range of current
   topics
 * A platform for live debate on key issues 
 * To share and promote good practice 
 * Opportunities for professional networking and collaboration
 * Career development insights
   
   
   
    




SPEAKERS

tech entrepreneur, and co-founder of Monzo and Starling banks


JASON BATES



Jason is a tech entrepreneur who co-founded Monzo and Starling banks. He runs a
fintech consultancy and the FinTech insider podcast which covers everything from
digital banking and consumer behaviour to the future of blockchain and
cryptocurrencies.

Monzo established a new way of interacting with clients and getting younger
people more interested in their finances. Today, Jason guides financial services
on driving digital transformation and how to process and implement change
successfully.

founder of Young Money Blog


IONA BAIN



Iona is a financial journalist and broadcaster who founded the pioneering Young
Money Blog in 2011 and is the go-to voice for millennial money in the UK. She is
also BBC Morning Live’s resident financial expert.

Iona is an experienced and knowledgeable speaker, an ambassador of National
Numeracy and a charity that encourages women to consider careers in finance.
Iona is well-placed to help advisers understand how to communication with the
next generation of clients and to tailor their proposition accordingly.

book now



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