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Personal Finance Awards 2024/25

Be recognised for your excellence! Enter the 2024/25 Personal Finance Awards now. 


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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PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

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Real World Opportunities

Registration is now open for our second XCHANGE event series! Explore Real World Opportunities with us this summer at our new multi-streamed events.

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Career confident

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 What's new bulletin - May II

UPDATE from 3 May 2024 to 16 May 2024

CII and St James’s Place offer virtual reality training on supporting clients in vulnerable circumstances

The Chartered Insurance Institute (CII) has partnered with wealth manager, St James’s Place (SJP), to offer SJP’s financial adviser virtual reality (VR) empathy training to non-SJP trainees.

Entries open for the PFS Personal Finance Awards 2024/25

The Personal Finance Society (PFS) Personal Finance Awards 2024/25 are now open for entry. Recognising excellence across the personal finance profession, the Awards are an opportunity to showcase success, and celebrate those striving to deliver exceptional consumer outcomes.

Loan trusts simple or complicated

As promised last month, this month I will cover  the various ways of dealing with the so-called loan plans (or gift and loan plans) including ways to unscramble the plans, problems with joint plans and, the most common question: how to deal with the plan when the settlor has died.

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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