Past President of the Personal Finance Society, Chartered Financial Planner, passionate innovator
London, United Kingdom
Joined May 2009
- Tweets2.7K
- Following2.1K
- Followers1.3K
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#SpringBudget2024 you can now register for our adviser webinar, zoom.us/webinar/register/WN_…
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Great to see @pfsconf launching the new Consumer Duty tool, key part of our strategy to focus on member benefits moneymarketing.co.uk/news/pf…
#TripLive it is my birthday today, if you had one wish to make a change in the uk what would it be? – at Kensington, London
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#inclusivity
Having attended so many all male speaker events I am really proud that our Techlink Live Conference had a balance of speakers, thank you to the experts who joined me on the day @Claire_L_Trott, Niki Patel, Simon Martin, Marcia Banner,…lnkd.in/eP2AeQ9v
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Great opportunity at the University of Gloucestershire including being part of the newly formed finance research institute lnkd.in/eTGtZj_r
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#techlink23
Our Techlink Live conference is up and running. A full house. Great to be back at the Insurance Hall for a full day of technical planning ideas - Advice Alpha
Technical Connection Limited lnkd.in/extEPnu9
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#empathy_training
A great collection of 360 immersive resources building #empathy and raising awareness of areas to support clients in vulnerable circumstances.
Hannah Frame
Carla Brown FPFS
Hannah Jo Coffey
Nicki Finnigan
Zil…lnkd.in/emWvRXTr lnkd.in/e2BYPw6w
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Great Personal Finance Society #consumerduty resources to support everyone across the profession. Well worth reviewing
Latest addition #PFSPower webinar with Andrew Walker and Jon Dunckley
Learning outcomes
• Understand th…lnkd.in/eB5RcEPj lnkd.in/e59smqdg
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900,000 people in the UK are living with #dementia.
1 in 14 people aged over 65 has #dementia
At our Techlink Live conference this Wednesday we will launch our new immersive virtual reality cognitive impairment awareness session building #empathy with c…lnkd.in/ei6tHZuC
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#techlink23
On Wednesday 5th July, Technical Connection will run Techlink Live, an all-day in person conference in which Technical Connection experts will guide you through study case scenarios, bringing to life topical planning o…lnkd.in/esjeR_Mk lnkd.in/eej-37Ex
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#reducingvulnerability
Will your next of kin be able to access your digital life if you were to die or lose capacity?
Many of us have complex digital lives. Leaving clear instructions to our next of kin or executors will make it easier for them to turn…lnkd.in/en3jRezT
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#techlinklive great opportunity to delve into our market leading knowledge management tool lnkd.in/eKxpFesk
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Looking forward to #techlinklive
Lucy McIntosh
@Claire_L_Trott
Tony Wickenden
Marcia Banner
Kerry Drysdale FPFS
Hannah-Jo Coffey
Simon Martin
Niki Patel lnkd.in/ekXBxgvX
Hannah-Jo Coffey is joined by @laurarettie, a personal finance broadcaster, to discuss how to boost your income.
#costofliving #sharingiscaring #personalfinance lnkd.in/eVdvGCjH
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Unpaid carers contribute 7.9 billion hours to the social care system, without them it would collapse. Equivalent to 4 million paid care workers.
The King's Fund is a brilliant read lnkd.in/eZEZfh5M
As we end #carersweek here are some great resour…lnkd.in/emRwmfBg
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Looking forward to Simon Martin session at #tcconf2023 lnkd.in/ezwPJSES
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Always a great read Insurance Institute of London journal gives a great perspective on the wider profession (Insurance and Financial Planning).
Tony Wickenden's insights to the future of financial planning are timely as we run up to the introduction of C…lnkd.in/emh7p3FK
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Immersive empathy training - a great new episode of Every Day's a school day with Nicki Finnigan and Hannah Frame who talk to Carla Brown FPFS and Zillah Watson.
This episode equips you with the knowledge and skills to help you g…lnkd.in/giq_qkuE lnkd.in/g37wHTgX
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