PFS unveils new Financial Planning Practitioner Panel

Written by Oliver Wade
13/09/2018

The Personal Finance Society (PFS) has recently announced it is unveiling its new Financial Planning Practitioner Panel for 2018/19.

The panel will continue to be chaired by the current PFS President Sharon Sutton, and was established last year to encourage the sharing of skills, techniques and good practice amongst its members.

In its first year, the panel of experts assisted the PFS executive team develop and share a variety of soft skills and business practice CPD content with its wider membership, including a good practice guide to financial planning, a series of client testimonial videos, and another series of CPD videos.

The new panellists joining are; Ruth Starkey, client director at Paradigm Norton; Alasdair Walker, director at Hunter Aitkenhead & Walker and Duncan Parkes, director at Old Mill Financial Planning.

Commenting on the appointments, PFS president Sharon Sutton said: “I am passionate about the power financial planning has to genuinely change people’s lives. I wanted our members to have access to the vast experience of their peers in applying a range of skills and techniques to help improve the outcomes for their clients.

“This year has gone by in a flash but I am proud of what the team has achieved and how great the feedback has been from members. Since inviting new members to be part of the panel we have been overwhelmed by the response. Whilst it does allow us to build a balanced panel it’s such a shame we can’t involve everyone at the same time.”

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