Carla Brown will continue as President of the Personal Finance Society (PFS) for a second year, following her reappointment at the most recent PFS Board meeting. Kate (Kathryn) Gannon was appointed Vice President of the PFS at the same meeting, which took place on 11 September. The appointments became effective following ratification by PFS members of their election as PFS Board Directors at the PFS AGM held in Birmingham on 25 September. The appointments are subject to the continued service of Carla and Kate as Directors of the PFS. 

Personal Finance Society (PFS) members believe a national school competition engaging students in real world financial planning challenges could be a beneficial addition to the organisation’s Pathway to the Profession initiative.

The Personal Finance Society (PFS) has announced that 250 individuals have so far expressed interest in the PFS Pathway to the Profession initiative, that will support students taking their first step towards gaining their Diploma in Regulated Financial Planning.

We held our latest PFS Board meeting on Thursday 11 September. We began the meeting by ratifying some of the decisions that the Board had taken in correspondence over the summer, including to sign-off the various reports and communications associated with the PFS AGM and the planning for our National Conference. I hope that all PFS members will consider joining us for both events. As a reminder, the PFS AGM takes place on Thursday 25 September, and members will now have received several emails from our support provider, CES, inviting voting and participation. Please do take the opportunity to engage with us and help shape our future work. Our flagship National Conference is on Thursday 13 November. We’re delighted that over 1000 members have already said that they are excited to join us. If you’ve not committed so far, please do take a look at what’s on offer and register to attend.