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Personal Finance Society
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2016 Member Survey Launches

Members are now invited to tell us their views about Personal Finance Society membership. the 2016 survey launched on 13th October and closes on 4th November.

The Personal Finance Society strives to deliver outstanding membership value through everything that we do for our members. We listened to what you had to say last year and place great importance in your feedback. From the responses to last year's survey we have;

  • Worked hard to increase the profile of financial planning through greater media engagement;
  • Launched the 'Back Stage with Keith Richards' blog to help raise awareness of our policy and Government / Regulator engagement;
  • Launched a new events portal and app to help enhance the experience for members when attending PFS events;
  • Redeveloped our member magazine, Personal Finance Professional, improving design, format and content focus.
  • Survey findings are also shared with the Personal Finance Society Board to inform strategy.

This survey is undertaken by BoxClever on behalf of the Personal Finance Society to ensure responses are confidential and are only used for research purposes. It complies with the Market Research Society guidelines and with the Data Protection Act, which can be found here: If you have any queries regarding this research please email

To take the survey

Click here »

To say thank you for your time and feedback, if you complete the survey by the 4th November you can enter our prize draw for a chance to win one of two iPad Pro Tablet Computers.

We really appreciate the your time and value your opinions on how we can improve our services and add greater value by understanding what you like, what you don't and what you want to see more of. Your honest opinions about your experiences as a member will help us shape the future and ensure we remain a forward-looking professional body.