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

Adviser on crypto: 'I spend most of my time telling clients not to invest in it'

Adviser on crypto: 'I spend most of my time telling clients not to invest in it'

Panel unpacks next gen themes in advice

Isabel Baxter
clock 10 February 2026 • 3 min read
New Talent Alliance uncovers 'inconsistent' advice market data

New Talent Alliance uncovers 'inconsistent' advice market data

Identified ‘serious long‑term talent pipeline risk’

Jenna Brown
clock 10 February 2026 • 2 min read
Dynamic Planner CEO: Cost to serve remains advice's 'Achilles heel'

Dynamic Planner CEO: Cost to serve remains advice's 'Achilles heel'

Updates on technology’s firm AI developments

Isabel Baxter
clock 10 February 2026 • 2 min read