Tuesday 15 – Wednesday 16 October
Emirates Old Trafford Cricket Ground,
Talbot Rd, Manchester M16 0PX

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Conference only

Day passes for conference sessions on 15 & 16 October

Overnight accommodation is NOT provided with this package

CISI members
£359
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Non-members
£409
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Conference and awards dinner

Day passes for conference sessions on 15 & 16 October

Awards dinner on 15 October

Overnight accommodation is NOT provided with this package

CISI members
£499
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Non-members
£549
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Conference, awards dinner and accommodation

Day passes for conference sessions on 15 & 16 October

Awards dinner on 15 October

Overnight accommodation at the Hilton Garden Inn (on-site) on 15 October

CISI members
£639
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Non-members
£689
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Charity golf day

18 holes and lunch at Reddish Vale Golf Club on 14 October

Three-course dinner and wine on 14 October

Overnight accommodation is NOT provided but can be booked separately

Conference sessions and awards dinner not included

We offer bulk booking discounts (6 tickets for the price of 5), a double occupancy accommodation discount (£50pp), dinner-only tickets (£140pp) and the option to add accommodation for the night of 14 October (£155-165 per room). To enquire and book, please contact events@cisi.org.

Programme

Monday 14 October

Optional pre-conference activities

Charity golf day at Reddish Vale

Evening dinner and drinks

Tuesday 15 October

Up to 4 hours CPD

Integrity debate (ethics CPD)

Philanthropy in financial planning

Microsoft vs Mac tech stack and silent tech demos

Advanced will and IHT planning

Gala dinner presenting The Financial Planning Awards

Wednesday 16 October

Up to 4 hours CPD

Deep dive into discovery and annual planning meetings

Understanding client needs and working with clients through divorce

NHS pension planning

Framing and documenting verbal advice

Application and practicalities of AI

Nick Murray will be joining us via live video link to share his wisdom and answer your questions.Nick has been a financial services professional for more than 50 years and is among the industry’s most respected writers and speakers. He has written a number of books for financial advisors, the latest of which is ‘Nick Murray’s Scripts: What to Say and How to Say It’. His book for investors, ‘Simple Wealth, Inevitable Wealth’, has sold well over a quarter of a million copies.

We are pleased to announce that Professor Steve Peters, our highest rated speaker last year, has agreed to return to share more wisdom on managing your inner chimp. Steve has written four books including the bestselling self-help book of all time in the UK, 'The Chimp Paradox'. He is the CEO of Chimp Management and has been a consultant psychiatrist to over 20 Olympic and national sporting teams including Liverpool FC, British Cycling, GB Taekwondo, England Rugby and England Football.

Blair Anderson

Regional Director, Practice Management & Vice President
Dimensional

Rhiannon Baxter

Director & Principle Consultant,
We Are Brave

Oliver Bourke CFP™ MCSI

Managing Director,
Mercury Wealth Management

Tamsin Caine

Director of Financial Planning,
Smart Financial

Sara Hickman

Director & Principle Consultant,
We Are Brave

Fraser Jack

Founder,
The Cyber Collective

Harbi Jama

Head of Development
The London Community Foundation

Jason Lurie CFP™ Chartered FCSI (Financial Planning)

Chartered Wealth Manager,
Holland Hahn & Wills

Nick Moxon

Senior Partner,
Higgs & Sons

Lucy Obrey

Partner and Head of Private Client,
Higgs & Sons

Laura Perkins

Director of Development and Communication,
The London Community Foundation

Joanne Radcliff

Partner,
Hill Dickson

John Reynolds CFP™ Chartered FCSI (Financial Planning)

Director,
Expert Pensions Consulting

Dr Jo Salter MBE

Director,
Global Transformative Leadership for PWC

Mike Waldron

Consultant and Facilitator

More speakers will be announced shortly. As always, the programme is being designed by planners, for planners.

The Financial Planning Awards 2024 are now open for entries, and we are looking for the best and brightest in the profession.
Winners will be announced on 15 October

Apply now

Venue

Emirates Old Trafford is an award-winning and sustainable venue with free parking and great transport links overlooking the famous Lancashire cricket pitch. We highly recommend traveling via train. There is a tram directly from Manchester Piccadilly Station to the cricket ground. Consider lift sharing and the environment when planning your journey.

Both the conference and the dinner will take place at Emirates Old Trafford. We have also secured a number of rooms at the on-site 4* Hilton Garden Inn hotel, which will be allocated on a first come first served basis.

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