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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

Four new members join PFS POWER Panel

The Personal Finance Society (PFS) has announced today (4 December) that four new personal finance professionals have joined the PFS POWER Financial Planning Practitioner Panel.

Discretionary trust taxation and the order of gifting

By Marcia Banner

PFS New Generation Programme announced for 2025

Chartered Insurance Institute (CII) President, Ian Callaghan, has announced his sponsorship of a Personal Finance Society (PFS) New Generation Programme, which is set to launch in September of next year.

PFS announces 2025 Roadshows

The Personal Finance Society (PFS) has announced a programme of Roadshows to be held across twenty-four locations throughout the UK in 2025. The three-part series will cover core financial planning themes, with a mix of technical and skills sessions throughout Spring, Summer and Autumn of next 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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