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Inside the PFS

New President Announced

Personal Finance Society appoints new president for 2016/17

The Personal Finance Society has named NFU Mutual's Nick Turner as its new president for 2016/17.

Mr Turner takes over from Brendan O'Ciobhain, who has stepped down from the board after completing a 12-month rotation as president of the professional body. The leadership change was formalised at the Society's Annual General Meeting today.

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Members get access to a range of benefits, including quality CPD and discounts on CII exams.

PFS Board

The PFS board of directors meet on a regular basis to discuss the ongoing strategy and direction of the Personal Finance Society.

PFS Staff

The Personal Finance Society has nine full time members of staff who work together to deliver the strategy set by the board, our regional events programme, member support services and many more benefits.

PFS Regions

The regional structure is a vital part of the Personal Finance Society. Our Regions are run by teams of dedicated volunteer committees across the UK.

Consumer Insight Panel

As part of the work the Personal Finance Society has been doing to improve consumer confidence, in 2014 it established a Consumer Insight Panel comprising key consumer bodies and Society Board members.

Backstage with Keith Richards

In this blog Personal Finance Society CEO Keith Richards will be keeping you up-to-date with all the Personal Finance Society news, projects and initiatives that we have in the works.


As a profession, we have a vested interest in contributing to the wider effort of helping protect consumers from pension and investment scams.

A low interest rate environment, coupled with far reaching pension reforms, have left consumers vulnerable to a raft of 'too good to be true' unregulated pension and investment scams. A growing number of people are losing thousands of pounds every week to increasingly sophisticated scams. We need to mobilise as a united profession to help the authorities by sniffing out and reporting suspicious investments and potential scams.

Forces MoneyPlan

Since 2007 Personal Finance Society members have worked alongside their local Citizens Advice Bureau to provide valuable pro bono financial guidance for consumers who wouldn't ordinarily be able to access professional advice. This successful partnership is known as 'MoneyPlan'.