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The Festival of Financial Planning is back!

Bringing together the very best line-up in the profession in one huge four arena event at the NEC on 1-2 November 2022. 


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100s of bite-sized courses

Financial Assess is the online training and competency solution for the personal finance profession. 

Financial Assess

Ukraine support

As the current situation in Ukraine develops, the PFS and CII will continue providing support to members about areas that may impact their business and customers.

Visit the Ukraine support hub

Latest articles

What were the major product updates and developments from the last 2 months?

With 2022 seemingly flying by, we’ve continued to see lots of new product updates and changes announced by insurers.

What's new bulletin April - May 2022

Update from 22 April to 5 May 2022.

Domiciled, non-domiciled and the remittance basis of taxation

We have recently seen numerous press articles regarding Akshata Murty’s non-UK domiciled status. The tax planning opportunities for these individuals can be vast. However, advice in this area will always be essential.

Thinking differently about… US equity markets in 2022

Every six months or so, the Investment Management Team puts a presentation together called ‘Thinking Differently’. Our aim is to outline a view of the world, usually by contrast with the prevailing investment wisdom.

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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