Registration opens for 2024 PFS National Conference: ‘Planning for a hybrid world’

As wealth transfers from the affluent baby-boomers of today to the millennials and Gen Xers of tomorrow, attendees are invited to consider how digital natives, finluencers, TikTok and an increasingly remote world may impact the profession. This year’s conference will explore how advisers can meet both traditional and digital client needs, and communicate across generations.

Keynote Speakers

This year’s keynote speakers include Jason Bates, tech entrepreneur and co-founder of both Monzo and Starling banks. Jason runs a fintech consultancy and the FinTech Insider podcast, covering topics ranging from digital banking and consumer behaviour, to the future of blockchain and cryptocurrencies. As well, Iona Bain, founder of the Young Money blog, financial journalist and broadcaster, and go-to voice for millennial money in the UK. Iona is also BBC Morning Live's resident financial expert, and an ambassador for both the National Numeracy and Young Scot and Future Asset charities. 

Anthony Ward, President of the PFS, said: “The National Conference is a highlight in the PFS calendar. We look forward to delivering content that supports attendees in developing their businesses and providing an excellent service to clients in an everchanging world. We welcome participation from both members and non-members alike.”

Offering high quality continued professional development (CPD), the event will provide a platform for live debate, promote good practice and the development of financial planning businesses, and aid collaboration between providers and financial planning firms.

The full programme will be announced in July.

Registration and further details can be found here.