The Personal Finance Society will host its inaugural Conference, following its merger between Insurance Association (LIA) and the Society of Financial Advisers (SOFA) at the start of the year.
The conference takes place at the International Conference Centre, Birmingham on 21 – 22 November.
Pensions specialists Steve Bee and Adrian Boulding will headline the conference, with head of pension strategy at Scottish Life, Bee dealing with practicalities of advising people on pensions leading up to A-day and the post A-day environment.
Pensions strategy director at Legal and General, Boulding will provide a summary of the ‘Must do’s’ prior to pensions simplification.
Plenary sessions have been arranged with the confirmed attendance of Ivan Lewis (economic secretary to the Treasury), David Kenmir (managing director, regulatory services at the FSA), Lord Sebastian Coe OBE, Tom Baigrie (Lifesearch) and Paul McKenna.
A question-time session will feature Peter Hales (Norwich Union), Walter Merricks (chief financial ombudsman), Nic Cicutti (financial journalist) and Ruthven Gemmell, (chairman of the FSA Small Business Practitioner Panel).
Additional speakers include Tony Wickenden (director, Technical Connection), John Woolley (barrister and fellow of the Institute of Taxation), Hyman Wolanski, Dan Kemp, Danby Bloch, Carole Nicholls and Gill Cardy both from the PFS, Phil Calvert and Derek Stewart.
The above speakers will cover a range of topics including SIPPs, SSASs, the post A-Day regime, current tax planning issues, including tax wrapper choice, corporate investment and trust audit in the light of trust tax reform and sales and marketing strategies among many others.
Mark Ommanney, chief executive at the PFS, says: “The inaugural Personal Finance Society Conference offers a wealth of new information and practical tips for attendees. It will assist delegates in becoming better informed, more knowledgeable and armed with greater skills to enhance their business processes and help their clients with their financial futures.
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