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Personal Finance Society
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Backstage with Keith Richards

5th April 2016


A letter from George Osborne and Harriett Baldwin to Personal Finance Society members.

I am pleased to share with you all a letter which I received on 7 April from Chancellor George Osborne and Harriett Baldwin regarding a new initiative they have launched. Following the recent review by Jayne-Anne Gadhia into the representation of women in senior managerial roles in financial services, the Government has launched the Women in Financial Services Charter. The Chancellor has written directly to the Personal Finance Society and requested that we pass on the details of this key national initiative. You can view the original letter here:

Women in Finance Charter Letter
View the full letter to Keith »

The Personal Finance Society has registered and I would like to encourage all members to register where appropriate. Along with the CII, we are additionally developing other initiatives to support women in financial services from both a sector and consumer perspective.

Celebrating success, hard work and professionalism

I am often talking about the progress that's been made over recent years in evolving financial planning into a well respected profession, and it's quite easy to talk about the high standards you, our members, adhere to and the level of knowledge you have in terms of a broad but complimentary group of individuals and firms.

In reality, the success of our profession is based on every individual's commitment and hard work in attaining their qualifications and even progressing past what has been set as the minimum standard. All the hours of revising, attending study groups and practicing past papers in your spare time has resulted in this impressive, professional community.  It comes down to each and every member's commitment and dedication, as creating a profession doesn't just magically happen overnight.

On 8 April we had the opportunity to celebrate the wonderful achievements of some of our recently qualified members at one of our graduation ceremonies. It's always a pleasure to see our members being rewarded and congratulated on what is often years of hard work and sacrifice. It's also a lovely opportunity for family and friends to celebrate the achievements of their loved ones and to see them take the next step in their career.

Personally, I find attending our graduation ceremonies very fulfilling and encouraging as it brings back down to earth the true purpose of the Personal Finance Society and is a direct demonstration of the bright future of our profession.

Once again I'd like to congratulate all our recently qualified members, Chartered Financial Planners and Fellows.

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 »