Financial Planning Today caught up with Personal Finance Society CEO Keith Richards about his impending departure from the professional body, how he sees the Financial Planning profession’s state of health and his plans for the future.
Financial Planning Today: What made you decide to leave the PFS and what do you plan to do next?
Keith Richards: There is rarely a right time to leave when there is often more to be done but most of my early goals and aspirations for the evolution of the society, its membership and in supporting the CII’s change programme have largely been realised, so now feels like the right time and equally allows the CII to further implement changes.
Shortly after taking up the position of chief executive, the PFS board agreed to a strategic transformation to evolve the role and purpose of the Society to become a more modern, relevant and inclusive