Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again


Watch sessions from the 2015 National Financial Planning Symposiums »
If you missed the chance to attend the Personal Finance Society National Financial Planning Symposiums, or you wish to go back over what you heard on the day, then please use the links below to watch the recordings of the sessions. Download the slides (pdf) »
Backstage with Keith Richards »
A year in review.   At our recent National Financial Planning Symposiums it was great to talk to so many members attending for the first time and it was especially good to hear how well they're doing, both from a personal and business perspective. The events seem to have really inspired delegates to think about evolving their businesses to satisfy the needs of tomorrow's digitally immersed consumer.
Q1 2016 Regional Conferences Announced »
Running an investment committee, pension dashboards and 15 magic words   Your first quarterly events of 2016 will not only be packed with the usual high quality and business relevant CPD (5.25 hours), but members can also expect a greater focus on some of the soft skills that could enhance effectiveness.
Backstage with Keith Richards »
Change your future!   Since my last blog, it has literally been non-stop; between our National Financial Planning Symposium in Newport, to calls with consumer journalists, various meetings with members, the FCA and government - including Pensions Minister Ros Altmann - there has literally been  no gaps...but I wouldn't want it any other way!
My PFS - Technical news - 24/11/2015 »
Personal Finance Society news update from 4 November 2015 - 17 November 2015 on taxation, retirement planning, and investments.
Mortgage market review - November 2015 »
Mortgage market update for November 2015
Protection market review - November 2015 »
Protection market news update for November 2015
Robo-advice: friend or foe? »
Robo-advice has dominated the headlines this year but in fact is only one element of the emerging range of digital services designed to help consumers take better control of their finances. Whilst some firms are already incorporating a greater digital focus into their client propositions, many advisers are perturbed. 
2015 Chartered Award Winners Announced »
On Monday 2nd November the Royal Lancaster Hotel played host to the 2015 Chartered Awards. Celebrity guest host Alistair McGowan was hilarious as he entertained guests before unveiling the much anticipated awards. 
Key messages from the Pensions Regulator November 2015 »
November key fact: Employers who have staff who must be  put into a pension scheme will be able to do this in five steps using our interactive online step by step guide: your clients will find the guide via The Pensions Regulator's personalised Duties Checker, which will help them work out what action they need to take.         
Backstage with Keith Richards »
Proactively progressing our public profile.   The last fortnight has involved back to back meetings, with the main highlight being our first National Financial Planning Symposium in London last Monday (2 November). It was a fantastic day and a real pleasure to see so many of our members in attendance - 650 in total! Whenever you hold a live event for a large number of delegates, there's always something that will go wrong, and on this occasion I can safely say that we can give that award to the inconvenient fire alarm that went off during our President, Brendan O'Ciobhain's, opening speech. Credit goes to the delegates, and to our wonderful event staff who managed to make this early morning hiccup a non-issue. 
Lee Travis to head up professional development at PFS »
The Personal Finance Society have confirmed the appointment Lee Travis, as the professional body's new head of professional development. Travis joins the PFS from New Model Business Academy, which he has headed-up for the past five years. He will be responsible for the society's professional development programme, which delivers business-relevant CPD through a national schedule of conferences and events, to meet the evolving needs of its 36,000 members.
My PFS - Technical news - 10/11/2015 »
Personal Finance Society news update from 21 October 2015 - 03 November 2015 on taxation, retirement planning, and investments.
My PFS - Technical news - 10/11/2015 »
Personal Finance Society news update from 21 October 2015 - 03 November 2015 on taxation, retirement planning, and investments.
Twitter 101 – A Special Guide »
On the 6th November 2014 our national conference trended in the top 10 twitter conversations in the UK. This growing community is showing no signs of slowing down, with the Person Finance Society account seeing a 25% growth in followers in the past 12 months since the event. With the National Financial Planning Symposiums just around the corner, now is a great time to learn more about twitter - and to see just how easy it is to get started. Read the following guide for more information on what it's all about.