New PFS president Lord to focus on apprenticeships and the next generation of advisers

For 2020/21

Sophie King
clock • 1 min read

The Personal Finance Society (PFS) has elected Succession Wealth chief client officer Sarah Lord as its next president, taking over from Adam Owen.

Lord (pictured) has almost 20 years' experience in the sector, having previously worked at Mazars and Kilik & Co, and is one of the highest qualified female financial planners in the UK. In 2016, she was elected to the board of the PFS and will serve as president for 2020/21. She will take over from NextGen Planners learning and curriculum director Adam Owen, who has been president for the last year. Commenting on her election, Lord told Professional Adviser the sector must "gradually continue to do great work" in attracting the next generation into the profession. She said she wan...

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

Join

 

Already a Professional Adviser member?

Login

More on Your profession

PA Asks: How far would you travel to a client meeting?

PA Asks: How far would you travel to a client meeting?

Plus, targeted support worries and BDMs

Professional Adviser
clock 03 July 2025 • 1 min read
Aveni forms AI advisory board with wealth management leaders

Aveni forms AI advisory board with wealth management leaders

Senior execs from Aviva’s Succession Wealth, Schroders Personal Wealth, 7IM and Rathbones join forum

Sahar Nazir
clock 01 July 2025 • 2 min read
Majority of UK wealth management sector eyes acquisitions this year

Majority of UK wealth management sector eyes acquisitions this year

Continued appetite and momentum in M&A space

Isabel Baxter
clock 30 June 2025 • 3 min read