Sarah Lord: Building a strong, sustainable and profitable profession

Vision for profession

clock • 3 min read

Sarah Lord, president of the Personal Finance Society, sets out her vision for a thriving financial planning profession and urges members of the professional body to take part in the Chartered Insurance Institute’s ongoing consultation...

During our recent Personal Finance Society conference, I had the opportunity to remind our members of the key focus of my Presidency - building a strong, sustainable, and profitable profession. I know this is an issue close to the hearts of many of our members as we navigate the fast pace of change both in client needs and expectations, and the technology at everyone's fingertips. Financial planners have a key role to play in cutting through the noise and calmly explaining to clients how they can secure their financial future. If the profession is to assist more members of the public who...

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

Andrew Goodwin: It's time for advisers to think differently about innovation

Andrew Goodwin: It's time for advisers to think differently about innovation

'Ours is still a profession that rightly places enormous emphasis on the human touch, relationships and trust'

Andrew Goodwin
clock 04 July 2025 • 4 min read
Altus' Holford urges advisers to reframe concept of advice gap

Altus' Holford urges advisers to reframe concept of advice gap

Traditional models of value, service and delivery are being challenged

Sahar Nazir
clock 04 July 2025 • 2 min read
PA Asks: Do you keep in touch with clients when on holiday?

PA Asks: Do you keep in touch with clients when on holiday?

Plus, targeted support worries and BDMs

Professional Adviser
clock 04 July 2025 • 1 min read