My Basket0

PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

Find out more

XCHANGE Later Life Conundrums

Registration is now open for 2024 events! Explore PFS XCHANGE - our new multi-streamed events which offer a choice of content for a variety of job roles.

Browse events

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.

Find qualfications relevant to you

Spotlight: ESG and Sustainable Investment Advice

Introducing our new course to enhance your knowledge of ESG and sustainable finance, and show how you can use it to assist clients and your own business.

Find out more

Latest articles

PFS announces new Board member and Vice Presidents

The PFS Board has today (29 February) announced the appointment of Ben Wright as a new Director of the organisation. Mr Wright, a Chartered Financial Planner and Fellow of the PFS based in Sheffield, will serve for an initial four-year term, with his first Board meeting on 21 March.

Become a member volunteer

The Personal Finance Society's 26 regions are run by a dedicated group of member volunteers, providing access to career support and personal development opportunities close to home.

PFS launches new Proficiency+ Consumer Duty competency diagnostic tool

Today (19 February) the Personal Finance Society (PFS) has announced the launch of its Proficiency+ Consumer Duty
competency diagnostic tool; the latest addition to the organisation’s Consumer Duty Resource Hub.

Trusts business - Where is the evidence?

The one sure thing that the introduction of the trust registration via the HMRC’s Trust Registration Service (TRS) has thought us is that all kind of problems can (and will) arise where there are no or insufficient records of any trust arrangement. With the TRS in place it is no longer possible, with some exceptions, to declare a valid trust, even sign a declaration and put it away in a chest drawer (something that used to be possible in England although not in Scotland). There cannot be any financial adviser left who is not aware of the TRS requirements and no provider who can avoid the TRS checks when accepting new investment business. And so, many of those advising clients about the TRS requirements, have come across problems where the registration was difficult because the required details of the trust, its beneficiaries and trustees were missing.

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