To all PFS Members!
It’s more important than ever that we vote in the PFS AGM which closes tomorrow (7th Nov). Please vote to keep the PFS independent of the CII. Details below:
Great catching up with so many of you at our recent #IlluminateLive. If you didn't get a chance to see us in person, join us online for our virtual events. Find out more and register now: https://t.co/IrfS3tcm7j
Brilliant sessions at today's Illuminate Live in London. Thank you Nick Elston, @melissakidd, @neilJHP and Ian Linden. Last of the week in Bristol tomorrow. #illuminatelive
Sign up here https://t.co/3rKprGJAjF
Illuminate Live is back with events in Southampton, Edinburgh & Birmingham in October. Check out our speakers and sign up today. https://t.co/Dl5WAbNoJU
Shifting from numbers to wellbeing: @janbowennielsen discusses how you can use apply concepts of wellbeing to review meetings, not just to the discovery phase, on today's illuminate. https://t.co/VgaNIIs11n
Join our expert Ian Linden at Illuminate Live. Ian's session cuts through the noise to provide ideas on how your clients can increase or restart their payment and how you can make use of these opportunities in this complex area of retirement planning. https://t.co/SbUoQlobmm
Today we're announcing our 2022 financial results. These strong results demonstrate progress towards our strategy of building scale, our growing profitability and our ongoing investment in products, service and price.
David Dixon of @Ebor_Financial began his career in 1960 and is passionate about getting more people to consider a career in planning. We chat to him about how to make this happen. https://t.co/cNF56wwO35
Head of Technical Support Neil MacGillivray summarises the key points from yesterday's announcement in his article: 'Another ‘George Osborne moment’ Budget' https://t.co/nmWttpKD4L
There’s a growing interest in the world of financial coaching, but what’s the difference between coaching and therapy? @simonnegnessen explains all in today’s illuminate. https://t.co/gCnW3wK3HL
How did we get here? Consumer Duty expert Christian Markwick @GroupVerve covers the context for the new Duty along with an explanation of what the regulator is really looking for at today’s #illuminatelive session @studiovenues Glasgow
The right questions can help clients to get incredibly clear about what they want from their financial future. @JohnDashfield chats to @FaithLiversedge about a ‘chunking down’ question. https://t.co/A9BgcoiXcs
Loss aversion principle can supersede reason – so how do you help clients through a bear market? Daniel Boyd offers some supportive data on today’s illuminate https://t.co/TJhT88RfiR
“We need to make sure that the new generation of investors are comfortable and in control of their money.” Catriona Carter discusses why Gen Z are being targeted by scammers on today’s illuminate. https://t.co/xMdIwRaHa3