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PFS Summer Roadshow 2025

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PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

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Spotlight Focus: SDRs and Anti-Greenwashing Rule

Get up to speed with the SDRs and the Anti-Greenwashing Rule with our new e-learning course.

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Setting standards

We provide access to Chartered Insurance Institute qualifications and learning-based content for your CPD needs, to help you stay up to date in your career.

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Membership is open to anyone working in the financial planning profession, and starts from as little as £7 per month.
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We cater for all levels of knowledge and experience, from new entrants to seasoned professionals.
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Manage your membership, including; renewals, membership card, learning statements and CPD.
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Latest articles

21 March 2025

PFS What's new bulletin - March I

UPDATE from 7 March 2025 to 20 March 2025

11 March 2025

New PFS guidance consolidates resources for Consumer Duty compliance

The Personal Finance Society (PFS) has published new guidance that consolidates Consumer Duty resources to support firms and personal finance professionals with evidencing compliance.  

10 March 2025

PFS podcast: Diversity of voices is good for business

Aligned with International Women’s Day 2025 (IWD), the Personal Finance Society (PFS) has launched the second series of its Wealth and Women podcast, with episode one exploring the theme of this year’s IWD; ‘Accelerate Action’.

05 March 2025

Planning for tax year end – top ten tips

Tax year end is a perfect opportunity to engage with clients to ensure they have maximised use of their available allowances and exemptions, as some of these will be lost if they are not used.

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Personal Finance Society

As the leading professional body for the financial planning sector, our members are respected and recognised for their knowledge and expertise. Membership supports your professional development, enhances your career potential and integrates you into a community of like-minded professionals.

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The Personal Finance Society is part of the Chartered Insurance Institute group.

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Personal Finance Society
3rd Floor, 20 Fenchurch Street
London
EC3M 3BY

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Tel: +44 (0)20 8530 0852
Email: customer.serv@thepfs.org

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