Sarah Lord: Building a strong, sustainable and profitable profession

Vision for profession

clock • 3 min read

Sarah Lord, president of the Personal Finance Society, sets out her vision for a thriving financial planning profession and urges members of the professional body to take part in the Chartered Insurance Institute’s ongoing consultation...

During our recent Personal Finance Society conference, I had the opportunity to remind our members of the key focus of my Presidency - building a strong, sustainable, and profitable profession. I know this is an issue close to the hearts of many of our members as we navigate the fast pace of change both in client needs and expectations, and the technology at everyone's fingertips. Financial planners have a key role to play in cutting through the noise and calmly explaining to clients how they can secure their financial future. If the profession is to assist more members of the public who...

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