The PFS Board met on 14 July, with a focus on longer-term strategic thinking. Our discussion covered the future membership proposition, the opportunities and challenges presented by artificial intelligence, the role of our regional committees, and the priorities that should shape the Society's next strategic planning cycle. Whilst no formal decisions were taken on these matters, there was strong support for continuing to strengthen professional standards, improve member experience, support the future workforce and enhance the profession's influence and public impact. 

The PFS (Personal Finance Society) marked the first anniversary of its Pathway to the Profession yesterday, announcing of the next phase of the £1 million investment in attracting, supporting and developing talent.

Personal Finance Society (PFS) President Carla Brown says the professional body is seeing renewed momentum, with rising member engagement,  growing membership, and major work under way to support the next generation of financial planners.

PIMFA, the trade association representing wealth managers and financial advisers across the UK, today publishes new guidance to help member firms navigate the FCA’s updated Handbook rules on non-financial misconduct.