About

Incredibly powerful forces are driving change in the way professional financial advice is delivered. Should you resist or let the forces guide you?
 

  • Demographics, longevity, shifting social values

  • Freedoms and a new retirement mentality

  • Fintech and the pace of innovation

  • Uncertainty, roadmaps and scenario planning


A superb line-up of speakers at this year’s Financial Planning Symposiums will harness a shared understanding of the power of these forces, helping to deliver practical insights for practitioners to help guide them in delivering the best outcomes for their clients.

20 Aldermanbury, London EC2V 7HY

Tel: +44 (0)20 8530 0852

2018 Financial Planning Symposiums

Bolton: 14/11
London: 22-23/11​

© 2018 The Personal Finance Society

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