The Personal Finance Society (PFS) has appointed Chartered Financial Planners Kamahl Best and Lucia Rippa to its PFS POWER Panel, strengthening the panel’s expertise across client-centred financial planning, vulnerable customer support, and professional development.

The Chartered Insurance Institute (CII) has awarded Corporate Chartered status to 11 insurance and financial planning firms in the first half of 2026, recognising their public commitment to high professional standards, ethical conduct and better outcomes for clients and customers.

Over the past quarter, the CII has been working with regulators, firms and industry partners to tackle some of the most important issues facing the insurance and personal finance professions.

From vulnerability and responsible AI to non-financial misconduct and fraud prevention, this work is helping to shape practical solutions that support better outcomes for members and consumers.

The PFS Board met on 14 July, with a focus on longer-term strategic thinking. Our discussion covered the future membership proposition, the opportunities and challenges presented by artificial intelligence, the role of our regional committees, and the priorities that should shape the Society's next strategic planning cycle. Whilst no formal decisions were taken on these matters, there was strong support for continuing to strengthen professional standards, improve member experience, support the future workforce and enhance the profession's influence and public impact.