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Driving confidence in professional standards

We are the professional body for the financial planning profession in the UK.

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Latest articles

What's new bulletin June 2022

Update from 17 June 2022 to 30 June 2022.

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.

What's new bulletin May - June 2022

Update from 22 May to 2 June 2022.

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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