Nearly time to have your say...
September brings to an end the holiday season for most of us and
signals the arrival of Autumn. However, September is an important
month for the Personal Finance Society's strategic planning as the
Board and I review progress and focus on key areas of development
and the ongoing evolution of our profession and the Society
Recent membership growth has pushed us beyond 36,000 for the
first time, but rather than rest on our laurels, this significant
milestone only serves to reinforce the importance of us needing to
satisfy the individual needs of our members and to play a more
significant role in guiding and being a voice for the
As many of you will be aware, our regional conference programme
has seen huge growth in attendance this year, with some great
feedback from members. We are currently planning, refining and
further improving the programme for 2016 which will include more
soft skills content.
This week sees the first of our Purely Paraplanning events which
took place in Bristol and we are excited to have almost 350
paraplanners registered for this series of three dedicated events.
Hopefully these events, together with a range of other initiatives
can deliver more relevant content for our growing paraplanning
In a couple of weeks Boxclever, an independent research agency,
will begin our 2015 member research, so I'd urge members to spare
the ten to fifteen minutes it will take to let us have your
feedback. As ever, the findings of this important research study
feed directly into the strategic planning process and have a direct
influence on our medium term plans.
This week also sees the first stage judging for our 2015
Chartered Awards. It's always an honour to be involved and I am
always heartened by the high quality of the entries across all
categories. Whilst the judging day is long, and competition
tight, it gives us a real sense of pride that we are able to
recognise the outstanding achievements of some of our members. The
final winners will be announced by Alistair McGowan at this year's
Gala Award dinner at the Royal Lancaster Hotel in London on 2nd
November. There is no charge for members, and unlike the daytime
Symposium, there are places still available. Do register and
join us for a superb evening of professional celebration.
About the Blog
In this blog Personal Finance Society CEO Keith Richards will be
keeping you up-to-date with all the Personal Finance Society news,
projects and initiatives that we have in the works.
Read past editions of the blog »