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Pathway to the Profession

Our mission is to invest, inspire, involve and inform to help create a route that anybody can find and follow.

Find your path

PFS National Conference 2025

This year's conference will be held at London's Excel on Thursday 13 November and will explore the theme of 'Mind the Gap'.

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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

PFS Board Digest - July 2025

Our latest PFS Strategy Day came just a week after the launch of our transformative ‘Pathway to the Profession’ initiative and provided an opportunity to reflect on the huge amount of positivity that had been generated among members and more broadly in the days that followed.

PFS What's new bulletin - August

UPDATE from 25 July 2025 to 7 August 2025

PFS What's new bulletin - July

TAXATION AND TRUSTS

Introducing five newly Chartered corporate firms

Five insurance and financial planning firms have achieved Chartered Insurance Institute (CII) Chartered status in the second quarter of 2025. Chartered status is a symbol of technical competence and signifies a firm’s public commitment to professional standards.

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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