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PFS National Conference 2025

This year's conference will be held at London's Excel on Thursday 13 November and will explore the theme of 'Mind the Gap'.

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PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

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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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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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Membership

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

23 July 2025

PFS announces £1million investment in talent initiatives for financial planning profession

At an event held in central London today (23 July 2025), Carla Brown, President of the Personal Finance Society (PFS), announced a £1million investment in initiatives designed to attract and nurture talent for the benefit of the financial planning profession.

27 June 2025

PFS What's new bulletin - June II

UPDATE from 13 June 2025 to 26 June 2025

12 June 2025

PFS What's new bulletin - June I

TAXATION AND TRUSTS

10 June 2025

Entries open for 2025 CII New Generation Programme

The Chartered Insurance Institute (CII) 2025 New Generation Programme is now open for entries, offering 50 up and coming professionals from across the UK the opportunity to join this flagship talent scheme. 

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

The Chartered Insurance Institute group, including The Personal Finance Society, is Cyber Essentials Plus certified.

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

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

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