Keynote talk at The Personal Finance Society Officers’ Conference.

The Midland Hotel, Manchester, UK, Tuesday 30th January 2018.

This year has really has flown by and I’ve been revisiting some memorable events from 2018. Here is an article I wrote about a keynote talk I gave to The Personal Finance Society Officers’ Conference.

I was delighted to be invited back last January to give a keynote talk on Optimising Occupational Performance for Sustained Business Success at the Personal Finance Society Officers Conference.

The conference was held at the iconic Midland Hotel Manchester (what a gorgeous building) and was a great success.

Have you read our previous blog about breathing for sustained success?

In the keynote I highlighted how important it was for members to start thinking about their own occupational performance, and that of the people they lead. I also spoke about how they can all optimise their performance with some simple win-win strategies. And I flagged up the benefits of how to spot any warning signs that might suggest someone may be out of kilter and not performing at the optimum.

The key drivers behind what we do at KMA seemed to resonate very well with the audience.

  • Maintaining functional potential

  • Addressing all physical and mental health needs

  • Aiming to achieve truly sustainable results

We are dual trained – in both mental and physical health

The keynote talk and the discussion forum afterwards generated a lot of really interesting feedback and much food for thought.

One aspect about the world of occupational therapy professionals seemed to be quite an eye-opener to some of the delegates. As highly experienced, registered health professionals we are dual trained in both mental health and physical health. That means we are uniquely trained to look at our clients as a whole – physically and mentally.  We have a unique perspective on occupational performance and are experts in function and maintaining functional potential.  This means we can successfully address all aspects of people’s physical and mental health needs for achievable and sustainable results.

My thanks to The Personal Finance Society for being such great hosts.

A little about The Personal Finance Society:

The Personal Finance Society (PFS) is the professional body for the financial advisory profession in the UK. They promote the highest standards of professionalism for technical knowledge, client service and ethical practice across the entire financial advice community for the ultimate benefit of the profession and consumer alike, engendering confidence and trust in their profession.

Their mission is to lead the financial advice community towards higher levels of professionalism. This is exhibited through ethical and behavioural standards, interpersonal and business skills and technical knowledge. We support you, our members, with achieving this goal through a wide programme of activities, including advocacy, guidance, publications and related tools, training and educational events.

The Personal Finance Society is part of the CII Group. We therefore share the CII mission to encourage confidence on the part of the public and promote higher standards of integrity, technical competence and business capability.

With over 36,000 members of which over 5000 are Chartered, The Personal Finance Society represents the highest standards of professionalism within their profession.

If you have any questions or would like further information, please contact us:

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or you can telephone us on 01264 326308