PFS POWER Panel Open For New Members

Passionate about the future of Financial Planning?

Your profession needs you! Please join the Personal Finance Society’s POWER Financial Planning Practitioner Panel.

This year we have a number of spaces available for Financial Planner volunteers. Deadline for entries is 18:00, Wednesday 10th August 2022. With the next live PFS Festival of Financial Planning coming up this 1st – 2nd November 2022, things are very exciting.

The PFS POWER Panel meets four times per year, twice face to face and twice virtually. We aim to help promote the wider use of financial planning skills and techniques amongst all personal finance professionals in the UK by curating and sharing content in partnership with the Personal Finance Society’s POWER of Financial Planning Initiative and Chartered Financial Planner qualifications.

We work in three ways with the Personal Finance Society: to shape the development of the Financial Planning profession in the UK; to curate and guide content for the PFS POWER initiative and website – pfspower.org; and, to build a community of likeminded professionals keen to share experiences and success. Our ultimate goal is to improve the outcomes for consumers seeking financial advice.

Our request is that you join our meetings every quarter and play an active role in all the areas mentioned above, allowing us to positively impact the financial planning profession.

Entries

  • You must be a Financial Planner, an employee or playing a leading role in a Financial Planning firm.
  • You could be a financial adviser longing to shift from transactional advice to providing a financial planning service – your knowledge would be useful to us
  • You must share a philosophy of
    • wanting to fully understand a client’s ambition (having a personal objective to work towards
    • knowing that clarification of all a client’s financial resources is important
    • believing in modelling and scenario planning
    • the delivery of the best regulated financial advice depends on the three above
    • knowing that a financial plan needs a regular review and refresh.
  • You must be committed to join us, as a dedicated panel member for a 3-year term.

The application process:

  • Please apply through the online form below before Wednesday 10th August 2022 at 6pm
  • Decisions will be made by Friday 2nd September 2022
  • Shortlisted candidates will be invited to a short virtual interview on 17 or 18th August
  • Attendance at the first Panel meeting is requested on Tuesday 13th September 2022
  • Attendance at the Festival of Financial Planning is requested at the NEC, Birmingham is requested 1st -2nd November 2022.

To apply, please fill in this form: