Member Forum

If you’d like to make your voice heard and influence the decision makers at Principality, join our Member Forum; we'd be delighted to hear from you.

What exactly is Principality Building Society Member Forum?

The Forum is a chance for members to comment on key issues and share their thoughts on Principality with us. Members of the Forum are able to tell us what they think of our products, Society initiatives and help us make the right decisions for all of our members. This is the ninth year of running the Forum and its feedback and suggestions have already helped us improve and develop our services, accounts and customer experience.

How does it work?

Principality Member Forum group pictureThe Forum is a sounding board for new initiatives, and an opportunity for you to voice your opinions and suggest improvements to our products and services. However, it does not make business or policy decisions.

  • The Forum is made up of our members
  • There are four Forum meetings a year
  • The meetings are hosted and guided by a non-executive director. However, each meeting is chaired by a member. The Forum Chairman’s agreement is reviewed annually
  • At each meeting we will discuss standing agenda items plus new items proposed by the Society and Member Forum representatives
  • The meetings are attended by executive directors, non-executive directors and senior managers of the Society
  • Members who take part are asked to commit for a minimum of three years, subject to an annual review

Would it cost me much time or money?

We will ask you to commit to attending four meetings each year. The meetings last for three hours and we’ll provide lunch and refreshments. We will also reimburse your travel expenses, so it won’t cost you anything to attend.

Current members:

The Member Forum currently has six members. You can learn about who they are by clicking on the sections below.

Philip Crozier

Philip CrozierI am a Fellow of the Chartered Institute of Management Accountants (CIMA ) and was actively involved in the institute for over 20 years. I served as the President of CIMA in South Wales from 1993 to 1995. I have held senior financial positions in both the public and private sectors for over 25 years. I took early retirement from the Welsh Assembly Government in 2005, after spending 20 years there. In 2008 I was elected as the first Chairman of Tai Calon Community Housing and served in this position until 2013.

I have taken a keen interest in the Building Society Sector for many years. In 2000 I was nominated and stood as a main board director of the former Bradford & Bingley Building Society.

With my experience in senior financial and management positions, I hope I can play a part in helping the Member Forum provide valuable feedback and suggestions to Principality, which should contribute to the continuing growth and success of the Society.

I am most proud of being a single parent to my daughter for many years. She is now grown up and I have 3 grandsons that I am very proud of and enjoy spending time with. I enjoy most sports, travelling and current affairs. I have been a member of Principality for 18 years.

Poppy Evans

Poppy EvansI have been both a saver and a borrower with Principality for many years, so I understand what it's like to be on both sides of this industry; I would like to use this experience to aid the Member Forum and give my honest views as an ordinary customer.

After university, I worked for many years as an industrial buyer so I have a strong business background which I hope to put to good use during the Forum meetings. I have two children who both left university with large student loans, so I hope I can give advice on matters such as these.

I have lived near Pontyclun for 34 years and in my spare time, I ride my horses about eight hours a week in the beautiful Welsh countryside; horses are my passion and they keep me fit and happy.

Both of my children now work in London and I'm immensely proud of them. My advice to them is to always be brave and never give up.

David Fildes

I feel that historically North Wales has not received the proper representation in Welsh affairs that it should have so I joined the Member Forum to ensure that Principality doesn’t follow others and become ‘South Wales centric’.

The Forum has turned out to be even better than I expected because I can feedback to Head Office and the Chief Executive issues that customers express that could be making branch staff’s jobs harder therefore impeding the service they receive. I have experience of running a letting agency, building businesses and would consider myself to be a small investor.

I have previously been actively involved with Mountain Rescue in North Wales for over 40 years.

Janem Jones

Janem JonesI grew up in the Swansea Valley and on the borders of Carmarthenshire. My early education was spent at a local grammar school and from there, I attended the University College of Wales in Aberystwyth where I graduated with a BA Honours in Welsh. I then went on to teach in two grammar schools, before spending 11 years as a university lecturer and administrator.

I have always had an interest in Law and after teaching I got the necessary qualifications and became a Solicitor. Later, I became a partner and subsequently senior partner in my own firm. Upon retirement from full time work, I now find myself busier than ever as a practising consultant solicitor for two firms in West Wales. My main area of practise is criminal law. In my spare time (which is almost negligible), I enjoy reading, walking and gardening. I also enjoy swimming, particularly in the sea when it is warm enough.

I have always been involved in and have a keen interest in financial matters. I have been a member of the Principality Building Society for a very long time. I am enthusiastic about being able to share my views on what I, as a lay person feel are important issues to different generations of savers and borrowers. It is refreshing that a building society with its roots in Wales takes the views of its members seriously.

Alan Pierce

As the Head Office of Principality and the majority of the branches are in South Wales, I want to try and make sure that customers in North Wales have a voice to represent them. I am a fluent Welsh speaker with a keen interest in bilingual service provision and want to ensure that the Society can conduct its business in the Welsh language with Welsh speaking customers.

I have 35 years’ experience working for the North Wales Police and for the last twenty five of these I worked as both a Fraud Squad Officer and an Accredited Financial Investigator. The Forum has exceeded my expectations as I have had the opportunity to express my views and be listened to by the Chief Executive and other senior members of staff.

I have lived in Conwy since 1986; have three wonderful children and a granddaughter I spend a lot of time with. I walk a lot especially in Anglesey and love to travel.

Robert Sanger

I am Welsh, a native of Cardiff and have recently retired and moved to North West Wales after working in Brussels for the past 27 years. I have held accounts for many years in Principality and now that I have more time I would like to become involved in the growth of the Society and have the opportunity to share my past experiences.

I have a comprehensive knowledge of different banking and general financial practices having lived in continental Europe for many years. Coming from a family of accountants and bookkeepers I have sound numeracy skills. I also have language skills having lived in both French and Flemish speaking communities in Belgium. In addition, I have a wide experience of different committees and forums and their procedures and have organised and been a member of various workshops and seminars dealing with educational and financial topics over many years.

I am an avid reader and also enjoy films and theatre in my spare time. I am most proud of my family. I have been married for 43 years and have 3 children who have done well academically and now lead their own lives.

How do I apply?

First of all, you need to:

  • Be a main Principality account holder
  • Have held an account for at least five years
  • Have a minimum balance of £100 in your account
  • Be able to attend four Forum meetings each year

If you meet these requirements and would like the chance to join the Forum, just click on the link below:

Principality. Where home matters.