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PFS confirms Festival of Financial Planning return

The two-day event will welcome more than 3,000 delegates.

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The Personal Finance Society (PFS) has confirmed that the Festival of Financial Planning will return this November at the NEC in Birmingham. 

The two-day event will welcome more than 3,000 delegates and feature more than 100 speakers, including sessions led by PFS members. 

Attendees can expect 75 sessions across four arenas, 70 exhibitors and an immersive experience spread over 15,000 square metres.

The theme is ‘IMAGINE: The Future of Financial Planning’. 

Topics include technology, client expectations and new ideas shaping advice. 

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Keynote speakers include Libby Greiwe from the Efficient Advisor Podcast and Steve Head, drawing on his background in sports coaching and business leadership.

Session highlights include Libby Greiwe on The First 100 Days, Steve Head on Making the 1% Difference, Terry Blackburn on modern marketing strategies, Sara Davidson on hidden client risks, Andy McBride on performing under pressure, and Sir Charlie Mayfield on how financial planners can keep Britain working. 

Ryan Stramrood will talk about reimagining limits in the profession, and a panel will discuss assistive technology and digital accessibility in advice design.

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Carla Brown, president at the PFS, said: “The Festival of Financial Planning is a standout moment for our profession to come together, share ideas and focus on the future of advice. 

“This year’s programme has been built to give finance professionals practical insight, fresh thinking and meaningful connections they can take back into their businesses, and use to make a real difference for clients. 

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“With innovation, accessibility, and changing client needs high on the agenda, the programme reflects the ambition and energy of professionals that are ready to shape what comes next.”

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