Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again


Keith Richards to join FCA panel forum, Manchester 18th September »
As part of the FCA's new regional programme across the North West of England, Personal Finance Society CEO Keith Richards will be taking part in two Panel sessions taking place in Manchester on the 18th September 2015.
My PFS - Technical news - 15/09/2015 »
Personal Finance Society news update from 26 August 2015 - 8 September 2015 on taxation, retirement planning, and investments.
The reform of the tax treatment of dividends - part two »
In this second article we look at the likely impact of the proposed reform of the taxation of dividends, scheduled to take effect from 6 April 2016, on business owners and trustees. 
Q4 Regional Conferences Announced »
Our final regional conference of 2015 provides members an opportunity to bank up to 5.25 hours of CPD whilst gaining practical business relevant insight across a broad range of subjects. 
Backstage with Keith Richards »
Nearly time to have your say...   September brings to an end the holiday season for most of us and signals the arrival of Autumn. However, September is an important month for the Personal Finance Society's strategic planning as the Board and I review progress and focus on key areas of development and the ongoing evolution of our profession and the Society alike.
My PFS - Technical news - 01/09/2015 »
Personal Finance Society news update from 12 August 2015 - 25 August 2015 on taxation, retirement planning, and investments.
Protection market review - August 2015 »
Protection market news update for August 2015
Mortgage market review - August 2015 »
Mortgage market update for August 2015
Personal Finance Society 2015 Annual General Meeting (AGM) »
This year's Personal Finance Society annual general meeting will be held on Tuesday 15 September at 2.00pm in The Great Hall, 20 Aldermanbury, London EC2V 7H.
Backstage with Keith Richards »
Let's grab the opportunity to influence change in our profession.   Despite being in the middle of the summer holiday period, it has been a busy week, and included a meeting with City of London Police on consumer fraud and the work we are doing on scam awareness; lunch with the illuminating Justin Urquhart Stewart to discuss market events and our forthcoming Financial Planning Symposiums; video interviews with both Money Marketing and New Model Adviser; and numerous internal meetings, including brainstorming for our 2016 annual conference.
Chartered Connections Events Q3 2015: Lasting Powers of Attorney »
Chartered Connections events are educational events that are run exclusively for Chartered Financial Planners. These events offer an excellent opportunity to share best practice with fellow Chartered Financial Planners and other professionals.
Mortgage and Protection Roadshows Q3 2015 »
The Society of Mortgage Professionals is pleased to announce a series of half-day mortgage and protection CPD events.
Specialist Events »
The Personal Finance Society runs a series of specialist events every quarter. These full day events focus in on one key topic, with a range of subject matter experts running seminars and workshops. Additionally we also co-host a number of ad hoc events that take place all over the country.  As well as offering high quality, independent structured CPD, these events will arm you with business relevant insights that you can implement to the benefit of your business and clients alike.
My PFS - Technical news - 18/08/2015 »
Personal Finance Society news update from 29 July 2015 - 11 August 2015 on taxation, retirement planning, and investments.
Backstage with Keith Richards »
HM Treasury and FCA review welcomed.   I welcome the news that HM Treasury has instigated a review into the financial advice market as this follows a Personal Finance Society letter to the Chancellor on 1st July, requesting Treasury intervention.