The Society of Financial Advisers has also published a revised "mission statement, vision and values for the future", following the LIA's EGM this morning on its own trade body reforms.
SOFA managing director Bob Bullivant has revised the core aims and values following feedback from members and member directors, and a revised business plan for the professional body is also being proposed for SOFA’s May meeting. Mission Statement for SOFA To be recognised as the professional body of choice by: Those who pursue a career in financial services; Consumers who seek advice from financial firms; Commentators on financial matters; Policy makers, and The financial services regulator. SOFA will achieve this by: Encouraging and supporting those who are following a career ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes