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Personal Finance Society
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Personal Finance Professional

Membership magazine

Members receive a complimentary copy of Personal Finance Professional every quarter, containing everything from regulatory developments to market activity in the UK.

Example of recent issue providing insight into the key issues affecting the industry, included;

  • GDPR - expert recommendations in preparation for the new law.
  • Detailed comparison of collectives and investment bonds.
  • New FCA handbook and what it means for your firm.
  • Pensions freedoms - examining the work of the newly formed Practitioner Panel on Financial Planning.
  • Ethical investing - highlighting the benefits of ethical investing and what it can do for performance.

Recent issues


Michelle Worvell (Editor)
020 7417 4763

Benefits of membership

Not already a member?

Members get access to a range of benefits, including quality CPD and discounts on CII exams.