Tuesday 3rd November 2020 – Brexit & Covid: Advising in a Digital World
Presentation: 10.05 – 10.30
PERSONAL FINANCE SOCIETY
Keith Richards was appointed Chief Executive Officer of the Personal Finance Society (PFS) in May 2013 and has evolved the role and purpose of the professional body to become the largest in Europe with a growing international presence from its office in Hong Kong. Keith is also Chief Membership Officer for the Chartered Insurance Institute and is responsible for its group membership strategy as well as the development of CII-Hong Kong and strategic relationships across Asia Pacific.
With over 30 years’ experience operating at executive level, Keith is regularly called upon for comment and contribution both home and abroad by various organisations, including governments, regulators and media.
Keith established a strong media profile whilst representing one of the UK’s largest IFA Networks (Tenet Group) as Group Distribution and Development Director, prior to which he was Head of Retail for the largest mutual insurance company in the UK, Royal London Group. Actively engaged in the promotion of Insurance and financial services within the UK and internationally as a profession, he has contributed to the boards of AIFA, APFA and AMI.
He sits on the board of the European Financial Planning Association (EFPA), Chairs the Pension Advice Taskforce, is a member of various government and regulatory working groups and recognised as one of the Top 100 Influential figures Internationally, by International Adviser.
The Evolution of Professional Financial Advice
This keynote session will review the impact of COVID-19 on the sector, its clients and regulation, as well as the challenges and opportunities that are likely to force further evolution of financial planning in a post-COVID landscape.