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PFS Spring Roadshows 2025

We'll visit eight towns and cities across the UK. Find out where now.

PFS Spring Roadshows 2025

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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Latest articles

PFS Purely Paraplanning 2025: details announced

The Personal Finance Society (PFS) has announced details of its Purely Paraplanning 2025 event. The programme is designed to help attendees navigate the paraplanning landscape, with industry experts covering topics such as inheritance tax changes, sustainability, vulnerability, and personal development.

PFS exceeds 650 guidance sessions in support of Armed Forces personnel and veterans

The Personal Finance Society (PFS) has announced that its pro-bono initiative, ‘Forces MoneyPlan’, delivered 105 guidance sessions to support Armed Forces personnel and veterans in 2024, bringing the five-year total to 656.

Entries open for CII & PFS Apprenticeship Awards 2025

Entries are now open for the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) Apprenticeship Awards, the annual celebration of apprenticeships across insurance and financial services. The Awards also recognise the vital role played by employers to support rising stars in our professions.

High Income Child Benefit Charge – an update

The High-Income Child Benefit Charge (HICBC) came into force on 7th January 2013. The charge applies where an individual or their partner has an adjusted net income exceeding £60,000 per year.

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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