Following our recent success with our graduate scheme (blogs from the graduates to follow!) and our subsequent ability to reopen our doors to take on a few more clients, we made the decision to exhibit at the Personal Finance Society Symposiums.

Having never exhibited before, and only deciding to do so 10 days before the first Symposium in London, we had a mad panic trying to find exhibition stand designers to help design our exhibition space, ordering the equipment (including deckchairs and a parasol, naturally) and getting our materials printed.

We wanted our ‘freebie’ to be something a bit more useful than a branded pen, and instead designed some Toolkits for conference attendees. These included documents to help them fully design and implement their Platform Due Diligence and Centralised Investment Proposition (both items we are frequently asked about) along with some Suitability Report tips to implement in their office.

It was a brilliant day, and lovely to get out and speak to so many advisers for a change. There was also some really interesting content in the Symposium, one of the most interesting of which was Rory Percival’s take on the use of Critical Yields when analysing a transfer out of a Defined Benefits scheme. He took a very common sense approach of confirming that the FCA would not expect a decision to be based solely on the CY, but for all the soft facts and client circumstances to be given equal weighting in importance. The CY should just be the starting point for analysis; not the answer.

There are three more Symposiums around the country and we will also be attending the one in Birmingham on 30th November so hope to see you there!

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