Financial Planning Practitioner Panel – Elections

Can you help guide our PFS POWER of Financial Planning Initiative? Please apply.

Set up September 2017, the Panel of 12’s role is to assist with the development and communication of Financial Planning skills, techniques and good practice in synergy with the Personal Finance Society’s wider programme of continued professional development. PFS Panel Terms of Reference

The Panel is chaired by former PFS President and Chartered Financial Planner Sharon Sutton and facilitated by consultants Steve Gazzard and Carrie Bendall. Damien Rylett becomes Chair in September 2020.

The Panel meets, currently virtually, four times per year and members serve for an initial term of three years with the option to serve for a further three years.

Please complete this Application Form if you would like to volunteer. We would love to hear from you if you are passionate about moving the Financial Planning profession forward. The number and level of qualifications is not essential for the success of your application. You must be a practising or aspiring Financial Planning Practitioner.

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