Annual General Meeting
PFS Annual General Meeting 2025
The Personal Finance Society Board is delighted to announce that the 2025 Annual General Meeting (AGM) will take place at 4:00pm (BST) on Thursday 25 September 2025 at the The National Conference Centre, Hampton in Arden, Solihull, B92 0EJ
The AGM panel will include the President and Chair of the PFS Board, Carla Brown, alongside other PFS Directors.
To ensure accessibility for all members the AGM will be a hybrid event, with the option to attend either in person or virtually.
All members with a registered, active email address will receive a message from Civica (our secure voting and meeting platform provider) on 2 September. Please add takepart@cesvotes.com to your safe sender list and check your junk/spam folder if you cannot see the email.
This email will contain your unique login details and instructions on how to:
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register to attend
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vote online
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submit questions, and
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participate in the AGM virtually.
If you do not receive this email, please contact Civica at takepart@cesvotes.com.
Voting
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Online proxy voting will remain open until 4:00pm (BST) on Tuesday 23 September 2025. Proxy votes cannot be submitted after this deadline.
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Live voting will reopen at the start of the AGM and remain available for a short period during the meeting.
Voting eligibility
Only Full Members of the Society (as defined by Bye-law 3) are entitled to vote at the AGM. The full PFS Bye-Laws can be viewed here.
Bye-law 3 – Full Members
3. The Full Members of the Society shall be such persons who are:
3.1.1 holders of the Financial Planning Certificate or Certificate in Financial Planning qualification issued by the Institute (or other qualification as the Board may deem acceptable from time to time which shall be equivalent or higher); and
3.1.2 admitted in accordance with the provisions of these Bye-laws upon payment of such subscription fee as the Board may from time to time determine.
