Lee Travis to head up professional development at PFS
10 November 2015
The Personal Finance Society have confirmed the appointment Lee Travis, as the professional body’s new head of professional development.
Travis joins the PFS from New Model Business Academy, which he has headed-up for the past five years. He will be responsible for the society’s professional development programme, which delivers business-relevant CPD through a national schedule of conferences and events, to meet the evolving needs of its 36,000 members.
In excess of 10,000 advisers attended PFS events in the first six months of 2015 – more than double compared to the same period last year. By the end of the year, it is anticipated that the schedule will have attracted more than 20,000 delegates. Demand is expected to increase further in 2016, making it the biggest professional development programme for the advice profession within the UK.
Chief executive, Keith Richards, said: “Despite such positive growth in member attendance, our support programme must continue to develop in line with the changing needs of our members and their clients. The need for professional advice was on the increase even before the government’s introduction of pension freedoms, which have seen the trend accelerate further.
“Lee brings extensive, relevant experience to the executive team at a crucial point of further evolution for all of us. We have some exciting plans for the future and need the right people in place to deliver against our strategic objectives.”
Commenting on his appointment, Travis added: “I admire the way that the Personal Finance Society has increased both its presence within the market and enhanced its engagement and support for members over the past couple of years. I feel privileged to join at such a key time and to have an opportunity to play a part in influencing future progress.
“I have very much enjoyed the last five years with the New Model Business Academy and leave in the knowledge that it is an organisation in great shape for the next phase of its own development.
“The last 11 years have enabled me to work closely with many advisers around the UK, actively supporting them in their own personal and business development. I now hope to put my knowledge, experience and enthusiasm to good effect in the on-going implementation of the Personal Finance Society’s comprehensive professional development programme.”
