My Basket0

Consumer Duty Hub

Find resources covering the new Consumer Duty rules, created to help you navigate the duty and its implementation.

Find out more

Be part of something BIGGER

Join the leading professional body for the financial planning sector, with close to 40,000 members.

Join us

Latest articles

Intergenerational financial planning – a solicitor’s perspective

In this Insurance Institute of London (IIL) financial planning webinar, Sarah Albury, Senior Associate, Mishcon de Reya LLP, outlined how clients might pass wealth down or across the generations in a tax-efficient manner whilst highlighting some of the obstacles to doing so.

How the language we use influences client behaviour

In this Insurance Institute of london (IIL) financial planning webinar, Carla Brown FPFS, Chartered Financial Planner, Oakmere Wealth Management, talked about how the language we use with our clients can create deeper, more meaningful relationships with them and connect on an emotional level. This in turn leads to more loyal clients who will become your sales team and ultimately generate more referrals.

PFS establishes expert panel to set standards around Sustainable Financial Advice

The Personal Finance Society has established a new panel of advisers, policy professionals and sustainable finance experts to enhance advice standards and consumer outcomes around climate change and other sustainability challenges.

PFS launches ESG spotlight course for personal finance professionals

The Personal Finance Society (PFS) and Chartered Insurance Institute (CII) have launched a new Environmental Social Governance (ESG) short course for financial advisers seeking to respond to greater scrutiny from regulators and increased interest from clients about sustainable investments.

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.

View Member Benefits

Join us