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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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Connect e-mentoring platform

Connect is a digital mentoring platform which enables members to share their collective knowledge and experience with one another.

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Financial Planning has the power to change lives

PFS Power helps raise awareness of financial planning skills and techniques and shares good practice.

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Become an Associate Firm

Becoming an Associate Firm publicly aligns your firm with the Personal Finance Society.

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Membership

Membership is open to anyone working in the financial planning profession, and starts from as little as £6 per month.
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Qualifications

We cater for all levels of knowledge and experience, from new entrants to seasoned professionals.
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My PFS

Manage your membership, including; renewals, membership card, learning statements and CPD.
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Latest articles

21 January 2022

X things you should read

  • Cover for accidents, traumatic injuries and hospitalisation - 4 things you should know.
  • Insurance claims processes - 6 things you should know
15 December 2021

New pension transfer rules that aim to stop scams now in force

New pension transfer rules came into effect from 30 November 2021 aimed at reducing the risk of pension savers succumbing to pension scams. 

14 December 2021

2021 was certainly a year to remember for anyone working in the mortgage industry

As we look back on 2021 what does 2022 have in store for the mortgage industry and what are the opportunities for brokers as the emphasis switches from house purchase to remortgage activity?

13 December 2021

7 things you should read about business protection insurance

Small business Saturday – 7 things you should read about business protection insurance.

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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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What we do

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The Personal Finance Society is part of the Chartered Insurance Institute group.

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Contact us

Personal Finance Society
3rd Floor, 20 Fenchurch Street
London
EC3M 3BY

Online webchat service Mon to Fri: 8am - 12pm (BST).
Telephone service Mon to Fri: 9am – 5pm (GMT)

Tel: +44 (0)20 8530 0852
Email: customer.serv@thepfs.org

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