My Basket0

Be part of something BIGGER

Join the leading professional body for the financial planning sector, with close to 40,000 members.

Join us

Recognising excellence in our profession

Enter the PFS Awards 2023/24.

Enter now

POWER Planning

Our consumer duty-friendly approach which can take your advice to the next level.

Find out more

Latest articles

Five minutes with...Everlong Wealth

In our latest Five minutes with... feature, we catch up with Sylvia Cooper, Chartered Financial Planner at Everlong WealthLocated across the Midlands, Everlong helps businesses and private clients to grow and protect their wealth through evidence-based financial planning.

Grab a cuppa and read on to see how they have been living our Chartered ethos!

Zurich given five stars for Diversity, Equity and Inclusion policy

Last year, Insurance Business recognised Zurich (Chartered Insurers) as having a five star Diversity, Equity and Inclusion (DEI) policy. To determine the most effective programmes, Insurance Business conducted one-on-one interviews with DEI professionals to gain a keen understanding of the industry standards for and find out which companies have met or exceeded these expectations.


All CII Chartered firms are required to have a DEI policy in operation to demonstrate that the firm actively promotes equal opportunities. However, we are aware that many of our Chartered firms go above and beyond this requirement — whether it be supporting industry initiatives, setting stretching goals related to DEI, implementing forward-thinking and supportive policies or sharing insights and best practice more widely so that the Chartered community and profession as a whole can benefit.

Five minutes with…SG Wealth Management

In our latest Five minutes with... feature, we catch up with Helen Tavner at SG Wealth Management.

Five minutes with… Covéa Insurance

In our latest Five minutes with... feature, we catch up with Nick Dinsdale, Director of Commercial Underwriting at Covéa Insurance.

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