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Recognising excellence

The Personal Finance Awards recognise and celebrate outstanding individuals and firms who strive to deliver exceptional consumer outcomes within the financial planning profession.

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The Festival of Financial Planning is back.

Bringing together the very best line-up in the profession in one huge four arena event at the NEC on 1-2 November 2022. 

 

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Latest articles

Why income protection insurance is essential – 5 things you should read

Income protection should arguably be the cornerstone of any financial planning. However, the recent Swiss Re Term and Health Watch 2022 highlighted that whilst there had been an 8.9% growth in income protection sales in 2021, the income protection market is still down from the record high of sales in 2019.

What's new bulletin June 2022

Update from 3 to 16 June 2022.

Inflation… in context

It’s inflation day today. So, you’ll see many broadcasters publishing ‘breaking news’ with headlines such as “prices rise at fastest rate for 30 years”.

Highlighting the everyday value of protection policies – 5 things you should read

With many individuals and households facing rising living costs and a squeeze on their income, there is a risk that valuable protection insurance products are seen by clients as a non-essential cost and therefore they may either forgo the cover entirely or cancel existing products.

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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