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Backstage with Keith Richards

9th March 2016

Publication date:

09 March 2016

Last updated:

22 September 2017

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 planning.

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 Confidence Campaign 

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

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 »