Practically 2,400 attend PFS Competition of Monetary Planning


Practically 2,400 monetary professionals attended this week’s Private Finance Society’s two-day Competition of Monetary Planning – the largest occasion of its type this 12 months.

The occasion on the NEC in Birmingham attracted 2,133 on its first day adopted by 1,924 on the second day, with many attendees going to each days.

The overall quantity of people that attended over the 2 days was 2,348.

The PFS, the skilled physique for Chartered Monetary Planners, has hailed the occasion as a “improbable expertise.”

The occasion included keynote audio system corresponding to paralympian Dame Tanni Gray-Thompson, a number of studying streams and dozens of skilled keynote audio system. There was additionally a big exhibition space that includes practically 80 exhibitors.

The occasion passed off in opposition to a vibrant competition backdrop which featured stay music from ‘Shopper Obligation’ – an enthusiastic and entertaining rock band together with main Monetary Planners and monetary professionals, and a Competition TV channel with Martin Bamford. The central space featured a large rainbow ‘tent’ with a man-made garden, stilt walkers and entertainers.

The purpose was to have a good time the perfect of Monetary Planning.

The competition was final held in 2017 and postponed in the course of the pandemic. There isn’t any phrase but from the PFS on when the occasion might be held once more.

Caroline Stuart, the newly-elected President of the Private Finance Society, mentioned: “It has been a improbable expertise to be again on the Competition of Monetary Planning after 5 years.

“Catching up with previous pals, fellow professionals and listening to tales of planners serving to their shoppers has made it two days to recollect. I’m positive that the greater than two thousand attendees have made connections and began conversations that may keep on for months and years to return.

“It has been a selected honour to be right here as President of the PFS and listen to about how we as Monetary Planning professionals can greatest make the case for our career and understanding members’ priorities going ahead.”

Don MacIntyre, interim CEO of the Private Finance Society, mentioned: “This was my first Competition of Monetary Planning, as I’m positive it was for a lot of others, and it has been nice to see so a lot of our members getting collectively, reconnecting and sharing experiences and greatest follow.

“I’ve met and spoken with members from all totally different areas of the career, which has been a useful studying expertise for me to raised perceive the companies they ship to shoppers, what their skilled priorities are and what they need from their PFS. I’ve many optimistic additions to my to do record due to the engagement and contributions of members on the competition. I stay up for persevering with that engagement at upcoming regional and different occasions.”

The occasion was held this 12 months on Tuesday 1 November and Wednesday 2 November.


Audio system included Therese Chambers of the FCA, Justin Urquhart Stewart, co-founder of 7IM, Nick Eatock of Intelliflo, Gretchen Betts of Magenta Monetary Planning, Chris Budd of the Institute of Monetary Wellbeing, main Monetary Planner Amyr Rocha Lima and enterprise advisor Brett Davidson.

Matters coated within the periods included fintech, later life planning, management, shopper obligation, productiveness, advertising, ESG, enterprise development, trusts, staff constructing and retirement planning periods.

The occasion is anticipated to offer 11 hours of CPD over the 2 days.

The occasion’s hashtag was: #PFSFestival 







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