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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

PFS Board seeks information in relation to AGM votes

The PFS Board will be writing today [15 November] to those PFS members who voted against two items of ‘ordinary business’ taken at the PFS AGM 2024 on 11 November:

PFS POWER publish guidance on how to adopt a consumer outcome approach

PFS POWER used the PFS National Conference in Manchester this week as a platform to publish new guidance on how firms can focus on delivering consumer outcomes in financial planning. The guidance identifies ‘clarity, connection, choice, control and confidence’ as five key consumer outcomes that advisers should work to achieve, and outlines the ‘human skills’ required to help clients to implement sensible decisions about their life and money.

PFS AGM 2024 - voting outcomes

PFS Board thanks members for AGM attendance

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. 

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