Chartered Financial Planner Roger Jackson joined the board of the Personal Finance Society (PFS) on Monday while Debbie Mitchell left her role as a director of the board, ahead of becoming deputy president of the CII.

Mr Jackson is an engagement board member (Financial Planning) of the CII group board.

He said: “I am delighted to have joined the PFS board and am looking forward to driving our wonderful profession forward alongside so many other talented individuals. I will continue to sit on the CII Group Board, ensuring the views of PFS members resonate across the organisation."

Mr Jackson has been in the Financial Planning profession for the last 18 years, starting as a trainee straight from 6th form. He has worked in various roles, administration, paraplanning, management and currently on the board of a Financial Planning firm looking after a team of 12 financial planners.

He currently holds the designation of APFS, Chartered Financial Planner and also holds a Certified Financial Planner title with the CISI. In addition, Roger is a NED for a startup and has worked chairing a charity board previously.

Ms Mitchell will become deputy president of the Chartered Insurance Institute in 2026. She is a director of Aberdeen-based Financial Planning firm, Atholl Scott Financial Services, where she has had a 32 year career. 

She is a past chair of the North Scotland Region Personal Finance Society and has been involved with the Insurance Institute of Aberdeen since 2008 serving as its first female President from 2011 to 2013.

Debbie is a former engagement member of the CII Board and chairs the Board of Trustees of the Aberdeen and North East Scotland Music Festival.

The PFS has seen many changes to its board in the past few years.

Trevor Edwards, the CII’s group finance director, left the board of the PFS in August after less than a year in the role.

PFS vice-president Daniel Williams along with member director Ben Wright resigned from the board in May.

Mr Williams, who had been on the board less than two years, said he resigned over, “concerns about the culture and structure of the Personal Finance Society.” Mr Wright, who spent just over a year as a director, accused the PFS board of lacking, "independence and clarity of purpose."

In April former chair Christine Elliot and Matthew Mallet quit as board directors.

Ian Callaghan became a new director in March along with two more new board members, Kate Gannon and Craig Palfrey, who joined the board on 3 March. They effectively replaced Liz Bastin who stepped down in December from the PFS board and Anthony Ward who stepped down in October.

Earlier this year President Carla Brown took on the additional role of chair to replace Christine Elliott, who left after only eight months.

PFS interim chief executive Don MacIntyre stepped down from his role in November last year. His two years in charge saw him face a challenging time as head of the organisation. He has yet to be replaced and there is no word yet on a timetable to replace him or if his role will be replaced.

Carla Brown was recently reappointed as President of the PFS for a second year, after being re-elected in September. Kate Gannon was appointed vice president of the PFS at the same meeting on 11 September.