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PFS Summer Roadshow 2025

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Personal Finance Awards 2025/26

Recognising excellence in our profession

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PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

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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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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

New report reveals untapped £500m annual divorce and separation market for financial professionals

A new report has revealed a huge opportunity for financial professionals, with the divorce and separation market estimated to be worth around £500m a year in England and Wales. 

Board Digest - May 2025

Dr Helen Phillips, Chair, CII Group and Carla Brown, President, PFS

 

 

“It was wonderful to hold a joint Board meeting of CII Group and PFS Board members on Tuesday 20 May, bringing together all who serve our professions with such dedication and passion. It provided an opportunity to get to know each other better and to discuss how we will work ever more closely to inspire and support our 120,000 members across the insurance, financial planning and mortgage advice professions around the world.

 

We are committed to writing a new future for the PFS as it continues to be part of the CII Group, equipping, educating and unifying professionals in ways that give our combined voice greater resonance to inform and influence policymakers, regulators and other stakeholders, and ultimately achieve our overarching mission and benefit societies globally. We will be holding many more of these meetings in future, as we discuss and set our plans for 2026 and beyond, taking input from our members along the way. In the meantime, we have some terrific events coming up for CII and PFS members over coming weeks, where we and other Board colleagues look forward to meeting and speaking with as many members as possible.”

Statements on changes to the PFS Board

Daniel Williams and Ben Wright announced their resignations from the PFS Board on Monday 19 May 2025.

PFS What's new bulletin - April II

TAXATION AND TRUSTS

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