My Basket0

PFS National Conference 2024

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

View the programme and register now

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.

Find out more

PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

Find out more

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.

Find qualfications relevant to you

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.

Register Now

Latest articles

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.  

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.

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.

Personal Injury Trusts

By Marcia Banner

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.

View Member Benefits

Join us