Alasdair has been appointed to the Personal Finance Society’s (PFS) Financial Planning Practitioner Panel for 2018/19. Aiming to help shape best practice, opinion, and PFS’s lobbying strategy, Alasdair hopes he can help to improve public access to valuable financial planning.
The panel launched just last year with the aim of encouraging the “sharing of skills, techniques and good practices” among members. Alasdair is one of three new panel members to join the esteemed cohort, which appoints members on a rolling three-year basis.
Alasdair said: “I’m really pleased to have been appointed to the panel. Anything I can do to improve access to and the quality of financial planning across the country has got to be worthwhile.”
During its inaugural year, the Financial Planning Practitioner Panel developed and shared a range of continuing professional development with members of the professional body. Among the materials have been good practice guides, client testimonial videos, case studies, articles and a live event. Alasdair will now work with the other members of the panel to build on this success and take its aims into its second year, hosting a second conference as well as best-practice workshops across the country. This appointment is pro-bono and undertaken in Alasdair’s free time.
Sharon Sutton, President of PFS and panellist, said: “I am passionate about the power financial planning has to genuinely change people’s lives. I wanted our members to have access to the vast experience of their peers in applying a range of skills and techniques to help improve the outcomes for their clients.
“This year has gone by in a flash, but I am proud of what the team has achieved and how great the feedback has been from members. Since inviting new members to be part of the panel we have been overwhelmed by the response. Whilst it does allow us to build a balanced panel, it’s a shame we can’t involve everyone at the same time.”
Alasdair will be using his expertise to help benefit the profession of financial planning, and in turn, the service delivered to clients. Having joined us in 2011, Alasdair sits on both our Board of Directors and Investment Committee, as well working closely with clients. He has expertise in pension and investment planning, both for private clients and small businesses, and is authorised to deal with Defined Benefit pension transfers.