Skip to main content
Personal Finance Professional – setting standards and guiding the profession - return to the homepage Personal Finance Professional logo
  • Search
  • Visit Personal Finance Professional on Instagram
  • Personal Finance Professional on Twitter
  • Visit @PersonalFinanceSociety on Facebook
Visit the website of the Chartered Insurance Institute Logo of the Chartered Insurance Institute

Main navigation

  • Home
  • News
  • News analysis
  • Features
  • Study room
  • Opinion
  • PFS Radio
  • Digital magazine
Quick links:
  • Home
  • Personal Finance Professional Issues
  • WINTER 2022
News

New Financial Planning talent is essential says PFS President

Share on
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print
Open-access content Friday 2nd December 2022
rd

The new president of the PFS, Caroline Stuart, has called for more people to join the financial planning profession, saying it is an essential priority for the future.

Stuart, who was officially announced as president of the pre-eminent body for the financial planning profession at the PFS’s AGM, re-emphasised the need to attract more people to the profession as vital for its future, given the number of those expected to retire in the coming years.

Stuart takes over from Sarah Lord, who served for two years as PFS president. Lord will remain as an observer and adviser to the PFS board, given her six years of experience as a member director.

Speaking on her appointment, Stuart said: “I would like to thank Sarah for the incredibly important role she has played during her term both as a board member and our president.

“I am looking forward to continuing her good work as we seek to build on recent principles of agreement with the Chartered Insurance Institute, engage with PFS members about their priorities for the wider profession and help policymakers and regulators recognise the important role our members can play during the UK’s cost-of-living crisis.

“One of those priorities must be around attracting more people of all backgrounds, ethnicities and ages, with the goal of creating a profession as diverse as the public we serve. It is the job of myself, the board, the leadership and our members to show that a career in financial planning is worthwhile, fulfilling and can deliver progression for anyone.”

Stuart becomes the first paraplanner in the organisation’s history to become president.

Image credit | Matthew-Brazier

Linked PFP_Winter2022 v2.jpg
This article appeared in our WINTER 2022 issue of Personal Finance Professional .
Click here to view this issue

You may also be interested in...

rt

Winners of Personal Finance Media Awards Revealed

The winners of the PFS Media Awards 2022 were announced during a ceremony at the Festival of Financial Planning held at the Birmingham NEC in November.
Friday 2nd December 2022
Open-access content
yuf

Cost-of-living crisis changing consumers' claims expectations

The cost-of-living crisis is causing consumers to want claims paid faster and to feel more in control during the claims process, according to the findings of the latest Chartered Insurance Institute (CII) Public Trust Index.
Friday 2nd December 2022
Open-access content
yt

Personal Finance Awards winners named

Leeds-based The Private Office has been named the PFS’s Chartered Financial Planning Firm of the Year.
Friday 2nd December 2022
Open-access content
g

IT Transformation next phase

The Chartered Insurance Institute (CII) is transitioning to a new customer and member relationship management system early next year, as part of its commitment to improving the way it delivers value for members and learners.
Friday 2nd December 2022
Open-access content
yg

FCA launches discussion on competition impact of big tech

In response to the Financial Conduct Authority’s (FCA) launch of its discussion on the impacts of big tech on financial services, Dr Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute, noted:
Friday 2nd December 2022
Open-access content
ok

New PFS poll exposes how Britain is struggling to mentally cope with rising bills

More than one in four Brits have experienced feelings of depression as a result of rising bills, a PFS-commissioned poll has found.
Friday 2nd December 2022
Open-access content
Also filed in
News
Share
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print

BECOME A MEMBER

BECOME A MEMBER

SUBSCRIBE TO PRINT

SUBSCRIBE TO PRINT
PFP
​
FOLLOW US
Twitter
LinkedIn
Youtube
CONTACT US
Tel: +44 (0) 20 7880 6200
Email
Advertise with us
​

About the PFS

About us
Membership
Qualifications
Events

PFP magazine

Digital magazine
Podcasts
Blog
News

General Information

Privacy Policy
Terms & Conditions
Cookie Policy
Think Green

Get in touch

Contact us
Advertise with us
Write for PFP Magazine
Want to receive PFP Magazine
Not a member but interested in knowing more? Click here.

© 2023 • PFP Magazine is published by Redactive Media Group. All rights reserved. Reproduction of any part is not allowed without written permission.

Redactive Media Group Ltd, 71-75 Shelton Street, London WC2H 9JQ