Keith Richards | CEO, Personal Finance Society, & Managing Director of Engagement
Chartered Insurance Institute

Keith Richards, CEO, Personal Finance Society, & Managing Director of Engagement, Chartered Insurance Institute

A recognised leader within the financial services sector’s, Keith has over 30 years experience operating at executive level across both manufacturing and distribution. He has an established media profile and is a visible figurehead, regularly called upon for comment both home and abroad by various organisations, including Trade and National press.
Keith established a strong media profile whilst representing one of the UK’s largest Independent Financial Advice 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, he has contributed to the boards of both AIFA (now PIMFA) and AMI.  He sits on the board of the European Financial Planning Association (EFPA), a member of various government and regulatory working groups and is Chairman of TISA Exco for Adviser Protocol having also represented the profession over many years on several panels and strategic leadership forums. 
Keith was appointed Chief Executive of the Personal Finance Society (PFS) in May 2013 and additionally appointed as Managing Director of Engagement for the Chartered Insurance Institute (CII) on 1st August 2016. In addition to guiding the operational and strategic evolution of the PFS he has developed greater government and regulatory engagement for the FS and Insurance profession’s, brought about enhancements to membership benefits and its national CPD programmes. Keith has also introduced a number of key consumer and Professional Standards initiatives which include a consumer website, the largest accredited adviser directory in the UK, a pro-bono programme in partnership with Citizens Advice as well as a national anti-scam, consumer confidence and United Profession Campaigns.


Wealth 2.0 Day 2 - 29th November 2018 @ 13:50

Building client trust in financial services

  • Understanding conflicts of interest when observing levels of trust
  • Missing regulatory sign-posts for winning confidence in our services
  • Formulaic Robo risk
  • Cases of success in the industry and where there is scope for improvement
last published: 27/Nov/18 11:35 GMT

back to speakers