Welcome to the PFS Jersey Local Event - Autumn!
Join us on Thursday 11 September at The Royal Yacht Hotel & Spa for an exciting in-person event - the third of the quarterly events this year. Get ready to network, learn, and have a great time with fellow professionals in the finance profession.
The event registration begins at 12.30pm. Then:
- Networking Buffet Lunch 12.30pm
- 1st presentation start 1pm
- 2nd presentation start 1.40pm
- Wrap up 2.30pm
The event is complimentary for all PFS members.
Don't miss out on this opportunity to connect with like-minded individuals and gain valuable insights.
Our Guest Speakers:
Adrian Bates - Corporate and Estate Planning Protection Specialist, from Royal London
Adrian has worked in the insurance industry since 1977. In that time he has mainly worked in life assurance sales, as a BDM for a number of life offices, an adviser and Head of Protection with a large national advice firm and life assurance specialist with Old Mutual Wealth. His role as Corporate and Estate Planning Protection Specialist with Royal London affords him the opportunity to share all the knowledge with advisers he has acquired in the area of business protection planning including ideas on positioning the need with clients and how to structure solutions.
Learning objectives:
- Be able to explain the vital need for shareholder protection.
- Understand the potential impact of not having a business will.
- Understand how to write these protection plans and associated documentation.
There will be Q&A after each speaker.
Jersey Local Institute
Please click here to find out what events the Insurance Institute of Jersey are hosting that you may find of interest.
I look forward to seeing you on Thursday 11 September 2025
Best regards,
Trevor Griggs Dip PFSJersey Regional Chairmantrevor.griggs@advisa.je Follow us on...www.twitter.com/PFSConf
Future PFS Event Dates for your diary
Winter - Thursday 04 December
