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Personal Finance Society
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Backstage with Keith Richards

16th September 2016

 

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 the board.

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 years.

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 leadership.

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 next blog.

Kind regards,

Keith

 

Personal Finance Society board changes:

Director resignations

Brendan O'Ciobhain

David Ingram

Director appointments

Sarah Lord (Member Director)

Adam Owen (Member Director)

Director reappointments

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 »