PA360 Conference North
October 2, 2025
LFBF CEO Shelley Doorey-Williams speaks on “Bridging the gap: Tackling financial literacy and inclusion” at PA360 North, a leading management conference designed for financial advisers seeking to grow business and drive better client outcomes.
- A significant challenge exists in the general public’s understanding and confidence regarding financial matters. This widespread lack of financial literacy has profound implications for individuals and the financial services sector.
- This opening panel will explore the critical role that financial advisers play in empowering individuals to make sound financial decisions, foster greater engagement with financial services, and highlight practical initiatives and innovative approaches to cultivate more informed consumers.
Joining Shelley to discuss these challenges are Fleur Iannazzo, money wellbeing expert, author and winner of one of LFBF’s Inaugural Awards for Financial Capability, along with Dan Russell, Founder of Funkled.
Over the conference as a whole, more than 25 industry experts will delve into the most pressing issues facing financial advisers today, with discussions and presentations on:
• Investor psychology and decision-making that will lead to better client outcomes.
• Exploring how AI has been embraced to make a difference to operations, client service, and regulatory compliance.
• Untangling estate planning and inheritance tax
• Understanding trends and sentiments in the active passive market
• Consider the changing face of retirement planning and how clients are thinking and feeling about retirement
PA360 Conference North carries up to five hours of accredited CPD.