We are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice. We are part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires we secure and justify the confidence of the public.
Learn about the services we offer to our members, corporates, future professionals and the public, and how we can help you.
Learn more about our structure, constitution and governance, including current Board members and our AGM.
We work to raise the profile of the professionalism of our members and ensure our own governance procedures conform to current best practice.
Find out about our current initiatives or ones we support, including PFS Power, Financial Vulnerability Taskforce and the Pension Transfer Gold Standard.
Important Notice: Essential System Upgrades – 19 September – 20 September.
To support ongoing improvements, essential system upgrades will take place from 08:00 on 19 September until the afternoon of 20 September.
PSI exams scheduled during this maintenance window will not be visible in your MyPFS dashboard until the work has been completed. Product orders submitted during this period will be subject to processing delays. If you have an coursework/mixed assessment enrolment deadline on 19 September and require an additional resubmission attempt, please plan ahead accordingly.
We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.