Making the most of membership

Mark Hutchinson gives members a month-by-month guide to what’s coming up in 2022

We have a wide variety of activities planned for members in 2022, including the return of our regional continuing professional development (CPD) programme, face-to-face.

Our community missed essential networking opportunities during 2021, so we are delighted to welcome you back from February. With specialist events, good practice guidance and a packed Power of Financial Planning programme, there is a lot to look forward to this year, even the return of the Festival of Financial Planning.

Here are some of the highlights to make the most of during 2022:

January

• Power webinar – Five themes that will be critical in 2022, by Brett Davidson (25 January).
• Catch up on a wide variety of CPD recordings via your PFS digital library.
• Conversations with George Kinder and our 2021/2022 Chartered Award winners – catch up on a wide variety of financial planning insight recordings via your Power digital library channel at www.pfspower.org
• Start 2022 by finding or becoming a mentor through our e-mentoring platform Connect at www.thepfs.org/connect. Now with video-chat functionality.
• New year health kick? Check out your member Perks to see if you can benefit from discounted gym membership.

February

• Professional indemnity (PI) insurance – we will be continuing our work with government, regulators and insurers to create a new model for PI cover.
• Q1 Regional Conferences: Sussex, Surrey and Kent.
• Power webinar – How to politely screen clients, by Melissa Kidd (2 February).
• Power webinar – How to get a million in revenue, by Brett Davidson (15 February).
• Power webinar – The value of financial planning part one, by David Scarlett (23 February).
• Catch up on Power webinars: Commercials part one – what and how to charge for your financial planning service; and Commercials part two – pitching your financial planning service and fees, and overcoming objections at https://bit.ly/3qCmqe7

March

• The Financial Conduct Authority (FCA) and the Customer Duty – how dynamic is your compliance process? The PFS will be issuing a good practice guide for members.
• Q1 Regional Conferences: East Midlands; Birmingham; Staffordshire and Shropshire; Thames Valley; Herts, Middlesex and Bedfordshire; London; Yorkshire; Lancashire; Merseyside and Cumbria; Greater Manchester; Jersey; Bristol and Cheltenham; South Wales; North Scotland; Central Scotland; and Tyne Tees.
• Retirement and later-life specialist Roadshows: Exeter and North Devon, Sussex, Thames Valley and London.
• Power webinar – The value of financial planning part two, by David Scarlett (1 March).
• Power webinar – Finesse your first meetings, by Melissa Kidd (16 March).
• Power webinar – Practitioners explore the value of paraplanning (23 March).
• Pension transfer CPD – we will be launching a new series of webinars for members active in pension transfers.

April

• We will continue our series of consultations with the Financial Services All-Party Parliamentary Group, with a focus on the value of advice.
• Cybersecurity and technology – a good practice guide for advice firms.
• Q1 Regional Conferences: Norfolk, Stamford, Essex, Northern Ireland and Isle of Man.
• Q2 Power begins monthly webinar series with practitioners about the practicalities of constructing a financial plan and the use of cashflow modelling.
• Power on-demand – ‘Back of a napkin’ financial plan part one and part two.
• Power webinar – Planners and paraplanners sharing how they construct a financial plan (25 April).

May

• Q1 Regional Conferences: Plymouth and Cornwall; Exeter and North Devon; and Hants and Dorset.
• Retirement and later-life specialist Regional Roadshows: Birmingham, Yorkshire and Greater Manchester.
• Q2 Regional Conferences: East Midlands; Birmingham; Staffordshire and Shropshire; South Wales; and Bristol and Cheltenham.
• Power on-demand – How to blow your clients’ minds, by Brett Davidson.
• Power webinar – Practitioners show how they use cashflow live with clients (25 April).

June

• FCA retail investment policy work podcast.
• Q2 Regional Conferences: Thames Valley; Herts; Middlesex and Bedfordshire; London; Northern Ireland; Sussex; Bristol and Cheltenham; Kent; North Scotland; Central Scotland; and Tyne Tees.
• Purely Paraplanning Conferences: Central Scotland; Tyne Tees; Greater Manchester; East Midlands; Bristol and Cheltenham; Stamford; and London.

July

• Consumer vulnerability – what are the implications for professional advice?
• Q2 Regional Conferences: Norfolk; Stamford; Essex; Yorkshire; Lancashire; Merseyside and Cumbria; Greater Manchester; Plymouth and Cornwall; Exeter and North Devon; and Hants and Dorset.
• Q3 Power begins a webinar series about first contact and great conversations with clients.

August

• While the boss is away – Power live webinars exploring client engagement, writing processes and creating an easily referable client experience (3, 10, 16, 24 August).

September

• Q2 Regional Conferences: Sussex, Surrey and Kent.
• Accumulation and investment specialist Regional Roadshows: Central Scotland; Tyne Tees; Norfolk; Herts; Middlesex and Bedfordshire; and London.
• Q3 Regional Conferences: East Midlands; Birmingham; Staffordshire and Shropshire; Jersey; Thames Valley; Herts; Middlesex and Bedfordshire; London; Yorkshire; Lancashire; Merseyside and Cumbria; and Greater Manchester.
• Power webinar – The importance of knowing your client well (7 September).
• Power live webinars with FP Advance and Dimensional (14, 27 September).

October

• Q3 Regional Conferences: Bristol and Cheltenham; South Wales; North Scotland; Central Scotland; Tyne Tees; Norfolk; Stamford; Essex; Northern Ireland; and Isle of Man.
• Accumulation and investment specialist Regional Roadshows: Northern Ireland and East Midlands.
• Q4 Power webinar – Building robust processes and deepening client relationships.

November

• Q3 Regional Conferences: Exeter and North Devon, Plymouth and Cornwall, and Hants and Dorset.
• A Festival of Financial Planning – NEC Birmingham (1-2 November).
• 2022/2023 Personal Finance Awards winners announced.
• Power continues a series of webinars focused on building robust processes and deepening client relationships (9, 15, 23 November).

December

• Power webinars – Last words of 2022 from FP Advance & Dimensional (6, 14 December).
• Mark Hutchinson is membership director of the PFS

Mark Hutchinson is membership director of the PFS

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