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service message Important Notice: Essential System Upgrades – 04 June, 8:00 PM to 10:00 PM To support ongoing improvements, essential system upgrades will take place on the evening of 04 June between 8:00 PM and 10:00 PM. During this maintenance window, several services will be temporarily unavailable, including password resets, new member registrations, personal detail updates, and new course enrolments on RevisionMate. Orders placed during this time may experience processing delays. We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.

For the public

The Personal Finance Society (part of the Chartered Insurance Institute Group) are the leading UK professional body for financial planners and those in related roles. Both the Personal Finance Society and Chartered Insurance Industry are focused on engendering public confidence and trust in the personal finance profession by setting standards and increasing professionalism.