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PFS National Conference 2024

Registration is now open for our 2024 National Conference! Join us at Manchester Central on Tuesday 12 November

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Personal Finance Awards 2024/25

Be recognised for your excellence! Enter the 2024/25 Personal Finance Awards now. 


Spotlight Focus: SDRs and Anti-Greenwashing Rule

Get up to speed with the SDRs and the Anti-Greenwashing Rule with our new e-learning course.

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PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

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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.

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Latest articles

Registration opens for 2024 PFS National Conference: ‘Planning for a hybrid world’

The Personal Finance Society’s (PFS) 2024 National Conference is now open for registration. Taking place November 12 in Manchester, the conference will explore the impacts of the digital world on the financial planning profession.

PFS What's new bulletin - June I

UPDATE from 31 May 2024 to 13 June 2024

Powers of Attorney in Trust and Estate Planning

In my first article, I’ve decided to take a look at powers of attorney and in particular how these interact with estate and inheritance tax planning.

PFS What's new bulletin - May III

UPDATE from 17 May 2024 to 30 May 2024

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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