Caroline Stuart is first Paraplanner to be PFS president

The Private Finance Society (PFS) has appointed Caroline Stewart because the skilled physique’s new President.

She is the primary Paraplanner to fill the position within the organisation’s historical past.

Ms Stuart takes over from Monetary Planner Sarah Lord, who served as PFS President for 2 years.

Ms Lord will stay as an adviser to the PFS board.

Ms Stuart has been on the PFS board for 4 years and has served two years as vice-president.

She was formally appointed to the position on the latest PFS annual common assembly.

Immediately she known as for extra folks to hitch the Monetary Planning career.

Ms Stuart stated: “I wish to thank Sarah for the extremely necessary position she has performed throughout her time period each as a Board member and our President.

“I’m wanting ahead to persevering with her good work as we search to construct on latest ideas of settlement with the Chartered Insurance coverage Institute, interact with PFS members about their priorities for the broader career and assist policymakers and regulators recognise the necessary position our members can play in the course of the UK’s price of dwelling disaster.

“A type of priorities should be round attracting extra folks of all backgrounds, ethnicities and ages with the aim of making a career as various as the general public we serve. It’s the job of myself, the Board, the management and our members to point out {that a} profession in monetary planning is worth it, fulfilling and might ship development for anybody.”


Ms Stuart is the second key management for the skilled physique over the previous couple of months.

In August the PFS appointed Don MacIntyre as interim CEO, with a everlasting CEO anticipated to take over the position within the new yr.

Final week Ms Stuart and Mr MacIntyre introduced on the skilled physique’s AGM that PFS member charges might be frozen for the subsequent two years, to assist members in the course of the cost-of-living disaster.