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Pathway to the Profession

Our mission is to invest, inspire, involve and inform to help create a route that anybody can find and follow.

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PFS National Conference 2025

This year's conference will be held at London's Excel on Thursday 13 November and will explore the theme of 'Mind the Gap'.

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PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

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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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Future Focus

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

PFS Personal Finance Awards 2025/26 winners revealed

Winners of the Personal Finance Society (PFS) Personal Finance Awards 2025/26 were announced this afternoon at a prestigious ceremony in London. The awards showcase excellence in financial planning, recognising the fantastic work delivered by advisers, paraplanners and their teams.

CII and PFS recognise excellence with Apprenticeship Awards and Qualification Prizes

As part of its commitment to upholding professionalism, and developing the next generation of talent, the Chartered Insurance Institute (CII) and Personal Finance Society (PFS) held their third annual Apprenticeship Awards and Qualification Prize giving ceremony on Friday evening (17 Oct 2025), recognising excellence across the insurance and financial planning professions.

PFS What's new bulletin - October II

UPDATE from 3 October 2025 to 16 October 2025

Lionesses set to inspire PFS National Conference

England football superstars Beth Mead MBE and Lucy Bronze MBE have been announced to speak at the Personal Finance Society (PFS) National Conference next month. The flagship annual event will bring together financial planning professionals from across the UK to enjoy a carefully curated programme designed to close knowledge ‘gaps’ and deliver great outcomes for clients. 

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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