Personal Finance Society (PFS) President Carla Brown says the professional body is seeing renewed momentum, with rising member engagement,  growing membership, and major work under way to support the next generation of financial planners.

PIMFA, the trade association representing wealth managers and financial advisers across the UK, today publishes new guidance to help member firms navigate the FCA’s updated Handbook rules on non-financial misconduct.

Over 100 expert speakers will take the stage at this year’s Personal Finance Society (PFS) Festival of Financial Planning, in a programme set to deliver impact with insight from across the profession. The largest professional body for the Financial Planning community expects to welcome over 3,000 delegates to the two-day event at the NEC in Birmingham in November, with many of the sessions led by PFS members.

The CII Group and PFS Boards met jointly in May. It was immensely pleasing to have such a wide-ranging discussion that reflected both the scale of our organisational ambition and some of the practical challenges of delivery. There was a strong sense of forward momentum, with both Boards and our Executive team engaging in conversation about how we might evolve our strategic ambitions in ways that are both meaningful for members and grounded in the realities of the markets we serve.