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PFS National Conference 2024

The countdown is on! Checkout the programme and register today to join us in Manchester on Tuesday 12 November

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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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PFS Roadshows 2025

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Latest articles

Don MacIntyre steps down as interim CEO of the PFS

Don MacIntyre joined the PFS in August 2022 on a short-term contract with the mission of assisting the professional body in evolving its working practices and governance structures. During his tenure, Don played an instrumental role in helping the organisation through significant changes and in positioning the PFS for future growth and success. Reflecting on his achievements, Don shared that the time felt right to take his career in a new direction. 

PFS What's new bulletin - October II

UPDATE from 4 October 2024 to 17 October 2024

PFS Board to begin member Director recruitment process as Anthony Ward announces departure

Anthony Ward has decided to leave the PFS Board as his term in post comes to an end. Anthony joined the PFS Board in September 2021, serving as President from March 2023 to September 2024. His departure comes ahead of the PFS AGM on 11 November, where his tenure was due to be extended.  

2024/25 PFS Personal Finance Awards winners announced

The winners of the 2024/25 Personal Finance Society (PFS) Personal Finance Awards have today (17 October) been announced at the professional body’s annual ceremony. The awards celebrate excellence and achievement within the financial planning profession, recognising the outstanding contributions made by individuals and firms.

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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