We held our latest PFS Board meeting on Thursday 11 September. We began the meeting by ratifying some of the decisions that the Board had taken in correspondence over the summer, including to sign-off the various reports and communications associated with the PFS AGM and the planning for our National Conference. I hope that all PFS members will consider joining us for both events. As a reminder, the PFS AGM takes place on Thursday 25 September, and members will now have received several emails from our support provider, CES, inviting voting and participation. Please do take the opportunity to engage with us and help shape our future work. Our flagship National Conference is on Thursday 13 November. We’re delighted that over 1000 members have already said that they are excited to join us. If you’ve not committed so far, please do take a look at what’s on offer and register to attend.   

The Personal Finance Society (PFS) 2025 Autumn Roadshow began with its first event in Surrey on Thursday, the first of a series of events designed to support professionals with wealth and cashflow planning, and explore the topics intrinsically linked to helping clients plan for their future.

UPDATE from 22 August 2025 to 4 September 2025

UPDATE from 8 August 2025 to 21 August 2025