Retired members' scheme

All members who have or are planning to retire from active business life in the financial services industry may apply to join the retired members’ scheme.

The Personal Finance Society recognises that upon retirement members of our organisation often resign or allow their membership to lapse which means the PFS loses the benefit and experience of having people who are retired as members.

The scheme aims to encourage long term continued involvement of our retired members by offering membership for a reduced annual fee of just £40. And in recognition of long service, for those with 20 years or more continuous membership*, an annual fee of just £20. Under the scheme you retain all the benefits of full PFS membership. This fee is payable at your normal renewal date.

Members that wish to join the retired members’ scheme, should print, complete and return the application form below.

* Continuous membership also accrues within the retired members’ scheme

Continued membership scheme

If you have left the industry you can now continue your PFS membership at a reduced subscription rate through the Continued Membership Scheme.

This scheme, which is available only to current and ex-members provides a continued long term relationship with the PFS by offering membership for the reduced annual fee of just £40. And in recognition of long service, for those members with 20 years or more continuous membership*, an annual fee of just £20.

Under the scheme, members retain access to all the benefits of full PFS membership including entitlement to keep your designatory letters.

Summary of the key benefits:

• Reduced annual subscription for all membership levels
• Retain access to all benefits of full PFS membership
• Retain designatory letters

If you wish to join the scheme, please complete and return the attached application form.

* Continuous membership also accrues within the Continued membership scheme.