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Personal Finance Society announce John White as President for 2018/19


Publication date:

18 September 2018

Last updated:

15 March 2019


Chartered Insurance Institute

The Personal Finance Society elected John White as its president for 2018/2019 at the professional body’s Annual General Meeting (AGM).


John has spent over 26 years in financial services, 17 of those connected to professional services firms. He is a Chartered Insurance Practitioner and has significant experience advising and consulting on private client financial planning, investment management, corporate pensions and employee benefits. John is Chief Executive Officer of Sanlam Wealth and prior to this he was Chief Operating Officer at Arthur J. Gallagher & CO. Previously he has held management positions at Baker Tilly, RSM Tenon, RSM Bentley Jennison and RSM Robson Rhodes. John was appointed to the Personal Finance Society board of directors in September 2015.

In the spirit of inclusion and to encourage participation, the PFS has introduced electronic voting for the AGM for the first time this year. This was in addition to members still being able to send hard copy votes or vote at the AGM. This embracing of new technology has resulted in thousands more votes being registered from across the membership.

Commenting on his election, John White said:

“This is an interesting time for the profession and I am really looking forward to my year as President of the PFS. My theme for the year will be the promotion of financial education and awareness whilst also raising the profile of professional advice and the role it plays in society. The launch of the Society’s new educational outreach programme, ‘discover fortunes’ will be at the heart of my presidential theme.”

John takes over from outgoing president, Sharon Sutton, who has stepped down from the board after completing a 12-month rotation as President of the professional body. Vanessa Barnes and Caroline Stuart were also appointed as Directors at the AGM.

Keith Richards, Chief Executive Officer of the Personal Finance Society, commented:

“We are delighted to welcome John as President of the PFS. His broad experience of both our profession and of working with us over the past couple of years as a board member, will be invaluable in supporting our ongoing commitment to evolve as a modern professional body. I look forward to working with him over the next twelve months. I would also like to thank past President Sharon Sutton for her contribution to the profession over the past year. Her theme of financial planning good practice including the use of new tools and techniques and practitioner experience has helped more members to adopt new processes and achieve better outcomes for clients’ life planning. We will continue to build on this.”


This document is believed to be accurate but is not intended as a basis of knowledge upon which advice can be given. Neither the author (personal or corporate), the CII group, local institute or Society, or any of the officers or employees of those organisations accept any responsibility for any loss occasioned to any person acting or refraining from action as a result of the data or opinions included in this material. Opinions expressed are those of the author or authors and not necessarily those of the CII group, local institutes, or Societies.