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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 XCHANGE

Missed our autumn series of events focusing on Divorce, Death and Tax? Catch-up on the key content by registering for the digital version of the event.

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Latest articles

3,800 young people take part in CII and PFS virtual work experience

The Chartered Insurance Institute (CII) and Personal Finance Society (PFS) have reported that more than 3,800 young people have benefitted from their insurance and personal finance virtual work experience programme during the first year of its operation.

Personal Injury Trusts

By Marcia Banner

PFS What's new bulletin - October I

UPDATE from 20 September 2024 to 3 October 2024

PFS Board appointments

The CII Group Board has today made four new appointments to the PFS Board to ensure it has access to the most accurate and timely information when taking decisions on behalf of members. Matthew Hill, Group Chief Executive, and three other members of the organisation’s Executive leadership team – Trevor Edwards, Mathew Mallett and Gill White – have been added with immediate effect. They replace four existing Institute appointed Directors – Neil Buckley, Sarah Howe, Catharine Seddon and Neil Watts.

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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