CHARTERED 2015 LOOKING BACK LOOKING FORWARD

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2 CHARTERED 2015 LOOKING BACK LOOKING FORWARD

3 Agenda Welcome, introductions, review and objectives of the day Task 1 your role What are the 3 most important things in your role? What would you like to achieve this year? How can we help you? Feedback Task 2 - Chartered Connections What topics should the Personal Finance Society cover in May/June and September/October? What off the shelf presentations could we build centrally to support you locally? Feedback Task 3 - Objectives for 2015 Time to set your objectives... And how would you like to be measured...?! Feedback Wrap up and closing remarks

4 Review of 2014 Over 55 Chartered events including connections (25) and dinners (9) 4 Graduation Ceremonies 4506 Chartered Financial Planners 7442 en route 652 Chartered Firms Supporting your route to Chartered

5 Chartered Connections 2014 In 2014 we worked with many different professional firms: Heights Legal, Laytons Solicitors LLP, CLB Coopers Chartered Accountants, Ward Hadaway, Clarke Willmott, Michelmores, DWF LLP, DAC Beachcroft, MacRoberts, Irwin Mitchell, Lester Aldridge, Mills & Reeve, Barnett Waddingham, Crombie Wilkinson and more... What a great list! Bring them on...

6 Regional spread of Chartered members LONDON 716 YORKSHIRE 376 BRISTOL 345 MANCHESTER 327 BIRMINGHAM 309 C. SCOTLAND 293 EAST MIDLANDS 183 HANTS & DORSET 181 THAMES VALLEY 180 SURREY 135 HAYDOCK 131 STAMFORD 130 TYNE-TEES 125 EXETER & N. DEVON 123 HERTS & MIDDX 117 KENT 107 SUSSEX 107 NORFOLK 89 N. IRELAND 89 S. WALES 81 ESSEX 68 N. SCOTLAND 56 PLYMOUTH & TRURO 50 STAFFS & SHROPS 44 ISLE OF MAN 11 JERSEY 2

7 Chartered Growth 1,960 2,324 2,824 3,412 3,945 4,

8 Chartered Firms Growth

9 Task 1 your role (10 mins) What are the 3 most important things in your role? What would you like to achieve this year? How can we help you? (What barriers do you see to fulfilling the role?)

10 Task 1 your role Feedback

11 Task 2 Chartered Connections What topics should the Personal Finance Society cover in May/June and September/October for the Chartered Connections events with lawyers/accountants? And so what topics could you cover in the in between times? What off the shelf presentations could we build centrally to support you locally?

12 Task 2 Chartered Connections Feedback

13 Task 3 Objectives for 2015 Time to set your objectives... And how would you like to be measured?

14 Task 3 Objectives for 2015 Feedback

15 Chartered Champions Goals for 2015 Ours To communicate with you better To run a minimum of 18 Chartered events (other than dinners) in the regions To build links with three legal or accountancy firms (at a national level) with a regional presence To deliver a bi-monthly report to Financial Solutions on regional Chartered activity (You can help us with this!)

16 Chartered Champions Goals for 2015 Yours To build links with three legal or accountancy firms in your region to establish Chartered Connections events To hold a minimum of two Chartered Connections events To establish a link with one local professional group with a view to holding a joint meeting eg ICAEW/STEP etc To provide feedback to the Personal Finance Society after each event including material for Financial Solutions magazine

17 Wrap up and closing remarks Focus on: multi professional events centrally organised Chartered Connections locally organised Chartered Connections Mindstretcher dinners /breakfasts

18 Chartered Connections Focus on multi professional events Great opportunity: to develop links with solicitors and accountants to promote Chartered Financial Planning to allied professions to work alongside related professional bodies Law Society, STEP, ICAEW, ATT etc Centrally organised through the SRRs Locally organised through YOU!

19 Chartered Connections Do s and Don ts! We do want you to... Work with solicitors and accountants We don t want you to... Set up Chartered Connections events with financial services suppliers/providers

20 Chartered Connections event management 12 weeks notice We need: a snappy title a brief synopsis maximum 50 words up to six bullet points as learning objectives speaker s name, job title and firm company logo We will manage via Eventbrite Please liaise with Rachel Allen

21 Chartered Mindstretcher dinners/ breakfasts We organise centrally Sponsorship dependent Budget: dinners - 50 a head ( 60 in London); breakfasts - 30 a head If you know of a firm that is interested in running a Mindstretcher event please let us know Event managed via TFI plus VAT fee

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