Having never been to a full conference before, it was great to experience the whole programme of events over the two days of the CISI Financial Planning Conference in Birmingham in early October 2018.
The presentations were varied and covered a good spectrum of topics, noting that I found the subjects on day two slightly more involving for the type of business we transact. The provider/networking area was well prepared, engaging and interesting and great to see a few familiar faces, and to meet some new contacts.
One striking presentation was that from Tom Murray of Charity Flow on Philanthropic giving and its interaction in the client advice process. I was able to ask the audience about their involvement in this so far, which was clearly significant for many.
I also thought that the panel debate on Tuesday morning with regards to British Steel Pensions and contingent charging was notable. The solicitor, Philippa Hann’s direct approach to what adviser companies should and should not be doing was a very welcome outside view of the advice process and I was not alone in thinking this with the rounds of applause she received.
It was also good to catch up on CISI news, especially was we have entered Financial Planning Week at the start of October and I know this will be a great success.
Overall, an interesting and thought-provoking conference. The audience engagement was good and great to see so many delegates there.
Keith Churchouse CFP Chartered FSCI
President, CISI Southern Committee