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: Should the FCA intervene to tackle pension delays?

PA Asks: Should the FCA intervene to tackle pension delays?

Plus, did the FCA's consolidation review go far enough?

Professional Adviser
clock 07 November 2025 • 1 min read
FE Fundinfo expands adviser platform with acquisition of Contengo

FE Fundinfo expands adviser platform with acquisition of Contengo

Deal intended to strengthen Nexus platform

Sahar Nazir
clock 07 November 2025 • 2 min read
Advisers warned against 'tick-box' cashflow modelling

Advisers warned against 'tick-box' cashflow modelling

Cashflow modelling ‘only as good as the information you put in’

Sahar Nazir
clock 06 November 2025 • 5 min read