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Award categories

Our member awards showcase excellence in financial planning. Recognising the invaluable services offered to individuals, families and firms, these awards celebrate the fantastic work delivered by advisers, paraplanners and their support teams, to provide clients with the confidence and clarity to help them meet their financial needs and long-term aspirations.

The media award reflects the work done by the media to raise awareness of how professionals can deliver greater financial resilience, security and confidence for consumers. 

See the "Key dates" section for all the important dates and deadlines you need to know, and the "Judging" section for further details of the judging process. Click the relevant category below to find out more about the award you're interested in, and to start your entry.

Chartered Financial Planner of the Year

Our flagship award for contributing to raising professional standards and engaging consumer trust.

Chartered Financial Planning Firm of the Year

This award celebrates firms' professionalism through the qualification and development of their people, ethical culture and a strong devotion to customer care.

Paraplanner of the Year

Commitment to high professional standards and recognising the importance of the role as part of a holistic professional financial planning process.

Investment Advice Specialist of the Year

You will be recognised for your superior ability and a wide range of knowledge and skills in the provision of investment advice.

Retirement & Later Life Advice Specialist of the Year

You will be recognised for your superior ability in the provision of retirement and later life advice.

Equality, Diversity & Inclusion Champion of the Year

You will be recognised for your commitment to promoting equity, diversity and inclusion in all areas of the personal finance profession.

Education Champion of the Year

You will be recognised for your efforts to improve financial education and inspire future talent in the profession.

Mortgage and Protection Advice Specialist of the Year

You will be recognised for your superior ability and commitment to high standards in the provision of mortgage and protection advice.

Media Award: Personal Finance News Outlet of the Year

This award reflects the work done by the media to raise awareness of how professionals can deliver greater financial resilience, security and confidence for our consumers.

"It is amazing to be recognised by a professional body whose purpose is ensuring that your standards are the highest that they can be. I found the whole process of entering really friendly and engaging, and ultimately very rewarding." - Emma Hall, Chartered Financial Planner of the Year for 2023/24

 

Explore further...

Judging

Explore the PFS Awards judging process and how we name the winners.

Key dates

Find all the important dates you need to know about this year's awards here.

Previous winners

See who has been named winners of the PFS Awards in previous years.

 

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Have any questions about the awards? Contact pfsevents@cii.co.uk