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PFS Financial Planning Panel Looks for Volunteers

The PFS Financial Planning Panel is asking for member volunteers who can help shape a dedicated Financial Planning stream within the PFS.

Please get in touch if you would like to put yourself forward for any of the following roles: 

  • A seat on the PFS Financial Planning Panel made up of 12 practitioner members, meeting up three times per year and picking up actions to drive tasks forward.
  • Regional PFS Financial Planning contact helping to communicate key messages and potentially chair new regional Financial Planning events.
  • Contributor to a new good practice Financial Planning Guide to be made available to all members.
  • Practitioner presenter at forthcoming Financial Planning training events

The Financial Planning Panel is chaired by PFS Vice President and Chartered Financial Planner Sharon Sutton and supported by consultants Steve Gazzard and Carrie Bendall.

Please email Carrie Bendall putting PFS Financial Planning Project in the subject box and indicate in your mail which role or roles you are interested in. The Financial Planning Panel would like to hear from you as soon as possible. We will then respond with further information on each of the above by mid July.

Not already a member?

Members get access to a range of benefits, including quality CPD and discounts on CII exams.


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Mr John Paul Duckworth , Paul Duckworth IFA
12 July 2017 10:30AM

Hi Sharon. Put me down as interested in roles 1,2 and 4! I am a past Chartered Champion for the Yorkshire region and a current CII accredited trainer who presents case studies at the regional conferences. P