View more on these topics

Steeples picked as first PFS president

Former Sofa chairman Brian Steeples has been appointed as the first president of the Personal Finance Society.

Steeples is managing director of Glasgow wealth management business The Turris Partnership. He was previously a divisional director of Inter-Alliance between 1997 and 2003 and has been joint managing director of Minet Consultancy Services.

He is an associate of the Chartered Insurance Institute and the Institute of Financial Planners. He has been a board member of the PFS since it was set up.
Steeples’ role will be to communicate with PFS members and to represent members’ interests in the development of policy and services.

The PFS became fully operational on January 1 2005. The society hopes to launch a website this month as well as a new member magazine called Financial Solutions. Members will also sign up to the PFS code of ethics and conduct.

The PFS will follow this in the second quarter with a member recruitment campaign and the launch of member benefits. Membership of the PFS is around 25,000.
Steeples says: “In creating this new body, we have a tremendous opportunity to develop our sector’s professional standing. I am honoured to be the first PFS president.”

PFS chairman Bob Bullivant says: “Brian is a creative and innovative thinker with long experience of this industry and a passion to drive it forward. I have known him personally for several years and believe he will make an invaluable contribution to our development.”


Self-cert spectre is stalking loan firms

The ghost of self-certification could be ready to haunt lend-ers, brokers and the regulator again as an outspoken MP raises concerns over possible fraudulent applications.

Benefits - thumbnail

Global benefits predictions for 2015 from Jelf International

According to Doug Rice, managing director of international services, in 2015, managing their international duty of care will become an increasing focus for UK-based overseas organisations in both managing their short- and longer-term challenges. As a result, strong independent advice and innovative technological solutions will become more important than ever in managing their global benefits.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm