Why the way we think about money is all wrong

The Old Library, Lloyd's
Thursday, 19 April 2018
1:15 pm – 2:00 pm (UK time)
    • Sharon Sutton FPFS (President of the Personal Finance Society), MD, Thornton Chartered Financial Planners
  • Financial Planning

In this IIL financial services lecture Sharon Sutton FPFS talked about the last taboo: money and our relationship with it. Our relationship with money is at the base of every positive human activity, and yet we are only scraping the surface of this particular garden of knowledge.

Her lecture explored our history with money, from its beginnings to current day crypto currency, and looked at how we make decisions. She explained that human beings are irrational and how economists, policymakers, regulators and even ourselves can and do make flawed decisions. She demonstrated how today's modern universities lack a crucial building block in social studies and what we can do about it. Ultimately, she believed financial planning was the most important, most authentic profession of the 21st century.

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

  • Our relationships with money
  • The fearsome forces that money generates
  • The work and output of Personal Finance Society's Financial Planning practitioner panel, and so where to learn more

Speaker Bio:
Sharon Sutton was the Isle of Man's first Chartered Financial Planner in 2009 and with the PFS and Local Institute teams set up the IOM's region. She joined the PFS UK Board in 2012 and is President this year whilst also chairing the Financial Planning practitioner panel.

Chair:
Eddie Grant FPFS, Chartered Financial Planner / Divisional Director, Technical Connection.

Members' Choice Lecture

The Financial Services Committee of the Insurance Institute of London arranges a series of lunchtime lecture, we decide based upon our view and members feedback. We value your feedback and would like to introduce a Members' Choice lecture where you decide the subject.

Please follow this link and select which top you would like us to include in our 2018/19 programme.

Thank you in advance.
Edward Grant FPFS, Chair, IIL Financial Services Committee.

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.