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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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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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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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PFS XCHANGE

Essential guidance on current trends around the tax implications of divorce and death at our autumn series of PFS XCHANGE events.

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Membership is open to anyone working in the financial planning profession, and starts from as little as £7 per month.
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We cater for all levels of knowledge and experience, from new entrants to seasoned professionals.
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Latest articles

25 July 2024

PFS What's new bulletin - July II

UPDATE from 12 July 2024 to 25 July 2024

22 July 2024

Private school fees planning

Over recent years the cost of private education has significantly increased and now with the potential 20% VAT charges which could come in from September 2025, planning in this area could become even more important. Just last week, in an article in Accountancy Daily (accountancydaily.co of 10 July 2024) it was reported that in an attempt to bypass the VAT charges, parents and grandparents have paid at least £100m up front that could still be subject to VAT charges.

21 July 2024

Pension Scheme Bill Suggests no significant change in direction for the new Government

Chris Jones (Technical Connection)

15 July 2024

Accumulation Maintenance Trusts - where are we now

Accumulation Maintenance Trusts - where are we now

by Marcia Banner

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

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Personal Finance Society
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London
EC3M 3BY

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

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