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External link for The Insurance Institute for Shropshire & Mid-Wales
Shrewsbury , Shropshire , GB
It's important that all Personal Finance Society members attend this year's AGM and make sure their concerns are properly voiced.
The Personal Finance Society’s 2024 Annual General Meeting will be taking place on Monday 11 November at 4:30pm. PFS Members can attend in person or virtually.
The Insurance Institute for Shropshire & Mid-Wales reposted this
President of The PFS, PFS Chartered Financial Planner of the Year 2021/22, Managing Director and Chartered Financial Planner at Oakmere Wealth Management, NED at The PFS
IMPORTANT! The PFS AGM is taking place on the 11th November 2024 at 16:30 at the Midland Hotel in Manchester - details below 👇 If you are planning on attending in person then please do let the PFS know by emailing PFSAGM@thepfs.org to make sure you are registered. We really want to hear from members so if you can't attend in person then please do make sure you vote and submit your questions online by the 7th November (THIS THURSDAY!). You should have received an email with your voting instructions (check your spam folder) but if you haven't please contact us on PFSAGM@thepfs.org The PFS is your society, let us hear your voices 📢 https://lnkd.in/eGBwieS5
The Insurance Institute for Shropshire & Mid-Wales reposted this
Two of our directors on duty (no pun intended!) at the offices of Legal & General for Advisers in London, contributing to a video podcast on the topic of retirement. Both Robin Melley, TEP, Chartered MCSI and Vanessa Barnes are highly qualified and experienced financial planners, giving their insights and support for our members across the personal finance sector. The guide produced by our Retirement Income Taskforce, which distils the Financial Conduct Authority Thematic Review on Retirement, down to a simple checklist for firms and advisers to use, is highly valuable and ‘flying off the shelves!’ Sign up to the Consumer Duty Alliance (which is free to do) and download a free copy: https://lnkd.in/ey93b9eJ #FinancialPlanning #Retirment #ConsumerDuty The Chartered Institute for Securities & Investment (The CISI) LIBF Society of Later Life Advisers Personal Finance Society
A reminder to all members of the Personal Finance Society to attend this year’s AGM, which you can do either in person or online.
The Personal Finance Society’s 2024 Annual General Meeting will be taking place on Monday 11 November at 4:30pm. PFS Members can attend in person or virtually.
Some reflections from our Vice-President, Robin Melley, TEP, Chartered MCSI, who attended the Consumer Duty Alliance Conference - “Consumer Duty and the Evolution of Financial Planning.” It was a unique opportunity to have a direct dialogue with Nick Hulme and his team at the Financial Conduct Authority and to listen to some valuable content from experienced financial planners and high profile thought leaders across the sector. Huge thanks to Keith Richards and the rest of the team at the Consumer Duty Alliance for the pro bono work they do in the background to augment the efforts of all stakeholders and for the work they do with the FCA to help us all improve consumer outcomes. #FinancialPlanning #FinancialAdvice #ConsumerDuty Personal Finance Society Chartered Insurance Institute
I’m reflecting on the Consumer Duty Alliance’s first in-person conference on Friday, which was an outstanding success. I left with a feeling that there was a new refreshing attitude of working together as community and in partnership with the Financial Conduct Authority, to evolve the financial planning and advice profession into one that is recognised as a safe pair of hands in society. It was refreshing to be in a break out session with the FCA team members and being able to give direct feedback and to be able to openly discuss some of the frustrations and ways to improve. It was gratifying to see the event being supported by so many sponsoring providers and The Chartered Institute for Securities & Investment (The CISI) and LIBF. As a practicing financial planner and the owner of a financial planning business, I found it really valuable to hear directly from others in my position and to learn from their experiences. Thank you to Ruth Sturkey for being such a brilliant host for the day. For any financial planners or businesses who are not yet either members or affiliates of the Consumer Duty Alliance, just sign up (which is free to do) and join us in evolving the wonderful profession we all belong to. #FinancialPlanning #FinancialAdvice
The Insurance Institute for Shropshire & Mid-Wales reposted this
The Chartered Insurance Institute’s 2024 Annual General Meeting will be taking place on Thursday 24 October at 3pm. CII Members can attend in person or virtually. To find out more, and to review our Annual Report and financial statements, visit: https://ow.ly/IzPV50TJsIl
The Insurance Institute for Shropshire & Mid-Wales reposted this
Essential skills and networking for financial planners and general insurance professionals. Wednesday 16 October from 9.30am-3.30pm at the Mercure Hotel in Telford. Complimentary Lunch included. Please reserve your complimentary place by clicking on the link: https://lnkd.in/e32ZMEYK An overview of the day’s agenda: Ian Wilkinson - CEO of the Perspective Financial Group - company journey and growth in business Nick Thomas – Building confidence and the power of questions Branko Bjelobaba FCII – Threats facing the industry Peter Komolafe DipFA, CII MP - Conversations of Money – using social media to reach potential clients There is a networking area available throughout the conference for members to engage with each other. Break out sessions will also be held throughout the day to discuss matters relevant to each profession. Personal Finance Society Chartered Insurance Institute
An interesting article in Citywire on financial abuse, making the point that none of us should be professional bystanders when faced with suspicions of theft and fraud within families. Chartered Insurance Institute Personal Finance Society
Theft and fraud within families can take many forms. Financial abuse of any type, causes detriment to victims and can ruin lives. This article by Robin Melley, TEP, Chartered MCSI, who is a practicing financial planner and a founding director of the Consumer Duty Alliance, provides valuable insight into the types of abuse he has encountered during his career of 30 plus years. #FinancialPlanning #FinancialAbuse Citywire Society of Later Life Advisers LIBF The Chartered Institute for Securities & Investment (The CISI) Personal Finance Society
The Insurance Institute for Shropshire & Mid-Wales reposted this
during this week, just over 800 years ago - the Treaty of Kingston. You can't be too precise with dates prior to the change in Calendars during the 18th century. #weekendread #OTD #DTW #KingstonUponThames #History https://lnkd.in/e275EdUi
The Insurance Institute for Shropshire & Mid-Wales reposted this
Tonight... 23 years ago, 246 people went to sleep in preparation for their morning flights. 2,606 people went to sleep in preparation for work in the morning. 343 firefighters went to sleep in preparation for their morning shift. 60 police officers went to sleep in preparation for morning patrol. 8 paramedics went to sleep in preparation for the morning shift. None of them saw past 10:00am Sept 11, 2001. Not one. The day the world changed forever 💔