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...

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