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Annual General Meeting 2022

Q&A Response

On the 3 November, the Board provided a response to questions submitted by members that it wasn't possible to answer during the AGM itself on 20 September. View the full Q&A here, or within the document links on the right hand side. 


The Personal Finance Society’s 2022 Annual General Meeting is scheduled to be held in person at Reading Football Club, Select Car Leasing Stadium, Reading, RG2 0FL and virtually at 2.00pm (BST) on Tuesday, 20th September.

We encourage all members to attend in person if they are able. We appreciate that this may not be possible for many, so the meeting will also be held virtually. The meeting will also see the introduction of the new PFS Interim CEO, Don MacIntyre, who will be in attendance.

All members with a registered active email address will receive an email on 24th August from Lumi Global, our secure voting and virtual meeting platform provider, with instructions on how to participate in the meeting using the virtual platform, available here: access the platform.

These instructions include login details that are unique to each member. If you do not receive this email, please contact Lumi directly at to request your login details.

The meeting will include a brief moderated Q&A session. Members can submit comments and questions to the Board in advance, using the Lumi platform or by emailing

Further details concerning the meeting, including resolutions for members to consider, are provided in the Notice of AGM. We also encourage you to read the accompanying cover letter from Sarah Lord (PFS President), Vanessa Barnes (PFS Vice President), and Caroline Stuart (PFS Vice President).

We look forward to welcoming you to the meeting.


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