Following last week's Annual General Meeting, I am thrilled to
introduce you to the Personal Finance
Society's new president and board for 2016/2017.
NFU Mutual's Nick Turner has taken over as president from
Chartered Financial Planner Brendan O'Ciobhain, who steps down from
the board after a 12-month rotation as president and six years on
Nick has more than 30 years' experience working in
financial services, having held a number of strategy, sales and
marketing-related roles at AXA Wealth. In 2013, he joined as
sales and agency director at NFU Mutual, where he oversees more
than 100 qualified financial advisers,
20 paraplanners and more than 600 general insurance
agents across the NFU Mutual network.
Nick joined the board in 2011 and brings tremendous
experience and enthusiasm to the role. I'm looking
forward to working closely with him over the next 12 months, during
a time of significant and exciting change for both the advice
profession and the PFS.
Along with Brendan, David Ingram has stepped down from the
board after six years of service, with both providing outstanding
leadership and strategic contribution. Together they have been
integral to the evolution of the profession in recent
Brendan and David will be replaced on the board
by Killik & Co partner Sarah Lord and Sense Network
head of learning and development Adam Owen.
Sarah has more than 15 years' experience in the sector and
has been responsible for Killik Chartered Financial
Planners since 2010. She is a Fellow of the Personal Finance
Society, and is passionate about raising the level of
professionalism within financial planning.
Adam's career in financial services spans two decades, and he is
currently head of learning and development at Sense Network, where
he designs and delivers an award winning annual professional
development programme for thousands of IFAs each year. He is a
Personal Finance Society accredited trainer, and is
passionate about developing talent in our sector.
As the profession continues to progress
on Brendan's presidential theme of raising the
profile and value of professional financial advice, Nick will
soon announce his own presidential theme to underpin his
We look forward to sharing this with you
and continuing the momentum that has been building in
improving consumer outcomes through the ongoing evolution
of the financial advice marketplace.
In other news, I attended a key think tank over the weekend,
which included government ministers, senior regulators, consumer
journalists and senior industry figures. The core objective was to
progress discussion on increasing consumer access to advice and
developing solutions to plug the savings gap... more on this in my
Personal Finance Society board changes:
Sarah Lord (Member Director)
Adam Owen (Member Director)
Cathi Harrison (Member Director)
Jonathan Rees (Lay Director)
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 »