Building a vibrant profession

The Old Library, Lloyd's
Tuesday, 30 May 2017
1:15 pm – 2:00 pm (UK time)
    • Nick Turner APFS, President, Personal Finance Society and Sales & Agency Director, NFU Mutual
  • Financial Planning

In this IIL financial services lecture Nick Turner APFS talked about the key building blocks that make the Personal Finance Society (PFS) so vibrant.

The vision of the PFS is to be a professional body that has secured and justified public confidence and achieved parity of esteem with established professions.

Nick discussed the PFS's leadership of the work being done to obtaining those objectives, and looked at the challenges still facing the profession including: contingent charging; mass access to advice; low consumer engagement; charging disclosure and suitability; environmental complexity and value for money.

By the end of this lecture members would have gained an insight into:

  • The vision for the Personal Finance Society
  • The leadership the PFS is providing towards building public trust
  • Future challenges such as access, charging and value for money

Speaker Bio:
Nick joined NFU Mutual in 2013 and is responsible for the Group's Agency network, Distribution and Sales for Life, General Insurance and the subsidiaries. Nick is currently serving as President of the Personal Finance Society (PFS).

Chair:
Martin Wells, Head of Operations, The Personal Finance Society (PFS).

Venue
  • The Old Library, Lloyd's
  • One Lime Street
  • London
  • EC3M 7HA
View map

Registration & Security

CPD events are open to CII and PFS members
Registration closes at 12pm two working days before the event date
For events held in The Old Library, Lloyd's pass holders may also attend and do not need to register
Original Photo ID (Driving Licence, Passport, Work ID with company logo and full name) is required to gain entry to all venues

Conditions:

  • Email confirmations and original photo ID must be produced to security staff at the lecture venue
  • Attendance confirmations are non-transferable to any other person or lecture
  • All venues have limited capacity and registration and/or a Lloyd's pass does not guarantee admission

Please let us know what we can do to make our events fully accessible to you.

Contact:
Please contact Patricia Pedraza (07463 028327) with any queries regarding the CPD events programme.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.