Case Study: The PIMS UK Forum

Mark Rogers (Managing Director of Clay Rogers & Partners Ltd) explains his experience of being involved with the PIMS UK Forum:

“Financial planning has changed significantly over the last three years and it is vital to keep up to date with everything that is going on. The best way of achieving this is to liaise with peers at the upper echelons of business in terms of fellow financial planners and also with the decision makers within product provider companies.

This is where PIMS has been absolutely invaluable.  PIMS is the only forum in the UK where you are able to meet senior members of the financial planning community within a concentrated environment over the space of three days.  I consider it to be an integral part of the financial year and a very important element of ongoing continuing professional development.

PIMS is also very innovative and will invite people with very different ideas and provoke a very serious debate.  It absolutely challenges the way you think.

The meeting selection system is vital to the success of PIMS and preparatory work is essential. The PIMS forum means that you can actually talk to the right people at the right time about the right areas of financial planning.

Without the PIMS forum this can be a very lengthy process.  As these senior financial community members are all at the same place, at the same time, it is a very cost effective way of researching where the financial services industry is heading.

The forum has also proved very successful as a recruitment tool in that we have forged partnerships with other UK wide companies in order to take our business forward.

The PIMS forum has an atmosphere that is conducive to learning and professionalism and has helped Clay Rogers & Partners Limited maintain itself at the forefront of financial planning.”