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PFS National Conference 2024

The countdown is on! Checkout the programme and register today to join us in Manchester on Tuesday 12 November

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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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PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

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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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PFS XCHANGE

Missed our autumn series of events focusing on Divorce, Death and Tax? Catch-up on the key content by registering for the digital version of the event.

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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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Qualifications

We cater for all levels of knowledge and experience, from new entrants to seasoned professionals.
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My PFS

Manage your membership, including; renewals, membership card, learning statements and CPD.
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Latest articles

21 October 2024

PFS What's new bulletin - October II

UPDATE from 4 October 2024 to 17 October 2024

17 October 2024

PFS Board to begin member Director recruitment process as Anthony Ward announces departure

Anthony Ward has decided to leave the PFS Board as his term in post comes to an end. Anthony joined the PFS Board in September 2021, serving as President from March 2023 to September 2024. His departure comes ahead of the PFS AGM on 11 November, where his tenure was due to be extended.  

17 October 2024

2024/25 PFS Personal Finance Awards winners announced

The winners of the 2024/25 Personal Finance Society (PFS) Personal Finance Awards have today (17 October) been announced at the professional body’s annual ceremony. The awards celebrate excellence and achievement within the financial planning profession, recognising the outstanding contributions made by individuals and firms.

14 October 2024

3,800 young people take part in CII and PFS virtual work experience

The Chartered Insurance Institute (CII) and Personal Finance Society (PFS) have reported that more than 3,800 young people have benefitted from their insurance and personal finance virtual work experience programme during the first year of its operation.

View more articles

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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What we do

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

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Contact us

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

Telephone service Mon to Fri: 9am – 5pm (GMT)

 

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

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