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Join the Paraplanning Panel

Help shape the future of paraplanning and represent the voice of paraplanners across the profession.

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18-19 November 2026

NEC Birmingham

Tax Planning

Want to shield clients from a growing tax burden? Our Spring Roadshow 2026 is visiting ten towns and cities across the UK.

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Pathway to the Profession

Our mission is to invest, inspire, involve and inform to help create a route that anybody can find and follow.

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Future Focus

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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Latest articles

PFS welcomes Treasury Select Committee’s report on AI in financial services

Dr Matthew Connell, Director of Policy and Public Affairs at the PFS welcomes the Treasury Select Committee report, which highlights key risks associated with the use of AI in financial services.

Over 6,000 young people take part in CII and PFS virtual work experience

The Chartered Insurance Institute (CII) and Personal Finance Society (PFS) report that more 6,600 young people have participated in the insurance and personal finance virtual work experience programme since its launch in October 2023.

Introducing ten newly Chartered corporate firms

Ten insurance and financial planning firms achieved Chartered Insurance Institute (CII) corporate Chartered status in the second half of 2025. Chartered status is a symbol of technical competence and signifies a firm’s public commitment to professional standards.  

Beth Mead and Lucy Bronze discuss finding their ‘why’ with PFS President

England footballers Beth Mead MBE and Lucy Bronze MBE joined Personal Finance Society (PFS) President, Carla Brown, for the final keynote session at the PFS National Conference on Thursday 13 November.

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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