It's all happening behind the scenes.
We all know that negative or speculative stories attract the
most attention and tend to therefore dominate the press headlines
making it difficult for some to remain positive about the future of
our profession. For me however, I have the privileged opportunity
to attend a number of key working groups which provide balance and
perspective to keep me highly motivated.
What often doesn't get reported is the amount of progress and
work going on behind the scenes to improve our largely proud
profession which continues to evolve for the benefit of its
clients, the general public more broadly and the world of financial
On 25 February, I was pleased to host our United Profession
Working Group to continue our focus on working collaboratively.
These sessions are a unique opportunity where senior
representatives from the leading organisations in the financial
services industry, including APFA, CISI, IFS, AMI and ABI, meet to
discuss opportunities and issues facing the financial services and
be more united in tackling them. By working together we have a much
better chance to really make a difference and to ensure that we are
united on what the real issues are that members are facing.
The whole United Profession group want to further support the
principals of the Consumer Confidence Campaign which so many of our
members have already signed up to - for further information please
click on the following link: Consumer
The following day I also had the chance to attend the Department
for Work and Pensions / The Pensions Regulator's Intermediary Forum
which looked at the current issues around auto-enrolment. Again,
this was an opportunity to discuss the important role of
professional advice and feedback directly to DWP and TPR.
We are constantly championing the importance of professional
advice and the role of financial planning, making our voice heard
in discussions with government departments, regulators and our
fellow professional organisations.
The issues important to our members are important to us, and I
would encourage you to forward your views via our regional
committees or directly to firstname.lastname@example.org
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 »