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Personal Finance Society
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Backstage with Keith Richards

2nd September 2015

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 alike.

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 profession.

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 community.

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. 

Best wishes,


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 »