PFS reveals focus on 'new generation of clients' in 2022

Evolving with a changing demographic

Ayesha Venkataraman
clock • 2 min read

The Personal Finance Society (PFS) has plans to focus on growing a new generation of clients in 2022, building towards a "strong, sustainable and profitable profession."

In order to better adapt to evolving client needs, the PFS will provide both human and tech-enabled services, as well as webinars, articles and good practice guidance to its members, according to Sarah Lord, president of the PFS. "Moving forward, it remains important to focus on new generations of clients, building a clear understanding of they want from their relationship with a financial planner," said Lord (pictured). "The intergenerational wealth transfer is upon us now, so we need to be on the front foot. We must ensure we can offer appropriate client experiences for the next genera...

To continue reading this article...

Join Professional Adviser

  • 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 Working Lunches: Last chance to reserve a spot with Baillie Gifford!

PA Working Lunches: Last chance to reserve a spot with Baillie Gifford!

Advisers invited to join an informative lunch session worth one hour of CPD

Professional Adviser
clock 05 December 2022 • 1 min read
Perspective acquires East Sussex-based advice firm

Perspective acquires East Sussex-based advice firm

Deal is the 11th acquisition of the year for the national advice firm

Ayesha Venkataraman
clock 05 December 2022 • 2 min read
Sivajoti: "It's been a long term goal of ours."

NextGen Planners valued at £5m as it opens crowdfunding

Comes after initial target of £150,000 was quickly exceeded

Hope William-Smith
clock 01 December 2022 • 1 min read