Over 100 expert speakers will take the stage at this year’s Personal Finance Society (PFS) Festival of Financial Planning, in a programme set to deliver impact with insight from across the profession. The largest professional body for the Financial Planning community expects to welcome over 3,000 delegates to the two-day event at the NEC in Birmingham in November, with many of the sessions led by PFS members.
The theme of this year’s Festival is ‘IMAGINE: The Future of Financial Planning’, reflecting a spirit of innovation and collaboration, with the programme exploring how tech, changing client expectations, and new ideas are shaping the future of advice.
Attendees can expect 75+ sessions over two days in four arenas, 70+ exhibitors, 15,000+ sqm of event space, with exciting entertainment and a unique immersive experience.
Keynote speakers include Libby Greiwe of the Efficient Advisor Podcast at the event. With experience scaling to a seven-figure single-adviser firm, Libby specialises in breaking down the functions of a financial planning practice into actionable step-by-step processes designed to deliver results. Steve Head, the powerhouse of energy, ideas, and inspiration, will also deliver a keynote session, drawing on over 40 years of experience as a top sports coach, and a career in business leadership, sales, and marketing.
Key PFS Festival of Financial Planning sessions include
- Libby Griewe The First 100 Days
- Steve Head Making the 1% Difference
- Terry Blackburn Modern marketing strategies that actually generate leads
- Sara Davidson The hidden client risk financial planners can’t afford to miss
- Andy McBride Performing under pressure (the human side of financial advice)
- Sir Charlie Mayfield Vanguard of Change: How financial planners can keep Britain working
- Ryan Stramrood PushPastImpossible™ – Reimagining your limits in a changing profession
- Panel Discussion Designing a Fairer Future: Assistive technology, digital accessibility and innovative advice design
Carla Brown, President of 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. 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.”
The PFS Festival of Financial Planning will be held at the NEC Birmingham on 18-19 November 2026. Registration and full details of the programme can be found here.