4th Jan 2023 – Keith Richards joins call for EGM

Keith Richards joins our call for an EGM
It was a busy news day today. Thanks for everybody’s continued efforts in trying to keep this issue alive. I contacted the CII Local Institutes and PFS Regional Chairs today. If you know your local council-members of PFS Regional committee, please engage with them and let them know how upset the membership is by this.

I understand that EGM emails were being sent at quite a rate yesterday – thanks to all that have! If you haven’t sent yours yet, or asked colleagues to do the same, find out how to here.

If you have any other thoughts about actions we can take, whether regulatory, or legal challenge based, to try and delay or stop this hostile takeover, please contact me by replying to this email, or directly at alasdair@ha-w.co.uk

Please continue to share these emails, and directing colleagues and friends to https://ourpfs.co.ukWith your help, we can drive real change.
-Alasdair
Writing in Money Marketing today, Keith concludes…
It is disappointing to most personal finance professionals that the CII continues to tread a very divisive and destructive path since mid 2021. The CII seems to ignore or misunderstand its core purpose as a qualification body and abide by the Code of Ethics it expects members to abide by.

For the longer term benefit of both professional bodies and their respective memberships, I hope the CII reconsiders its actions, takes stock of the negative market reaction and re-engages with the elected PFS board, its membership and supports the calls for an EGM to allow the professions voices to be fairly and respectfully heard.

Read the full article

Leave a comment

Your email address will not be published. Required fields are marked *