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Annual General Meeting


The first fully virtual Annual General Meeting of the Personal Finance Society took place at 2pm on Wednesday 16 September 2020.

The Members resolved to reappoint Adam Owen, Vanessa Barnes and Caroline Stuart as Member Directors of the Personal Finance Society, and to reappoint Jonathan Rees as a Lay Director.

Keith Richards, Chief Executive Officer of the Personal Finance Society, reflected on the past year and thanked the members for their hard work and dedication.

Sarah Lord, a Fellow of the Personal Finance Society who has nearly 20 years’ experience in the profession, was appointed as President.

Sarah later commented that:

"2020 has been an unprecedented year for society and our profession, now more than ever, there is a need for professional financial advice. United as a profession, we have a role to play in ensuring that clients have confidence in their financial future. I am really looking forward to my year as President of The Personal Finance Society; my theme for the year will be to focus on building a strong and sustainable future for our profession. Aspire, the financial adviser development programme, being at the heart of this."

The full recording of the 2020 Annual General Meeting can be viewed at the link below.