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Membership benefits

Enjoy access to technical and market knowledge along with practical support for your continuing professional development. Take a look at some of the benefits your membership offers you.

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Statement of Professional Standing

Individuals qualified to Level 4 and above can obtain their mandatory Statement of Professional Standing (SPS) for free if they are a member of the 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. We ensure you remain competitive and relevant not just today but every day.

Core benefits

Promote your expertise using internationally recognised designations, or use one of our free resources to share with clients. Qualified members can obtain their free SPS and display a Qualified member logo. Our affinity benefits scheme provides access to a range of money-saving deals and discounts, and we even offer a legal helpline service.

Improve technical competence

Membership provides access to a range of content and services to meet your development needs, including; good practice guides, technical papers, and online publications, as well as CPD relevant events. Our Personal Finance Professional magazine is available to members in quarterly print format or digital.

Lead and influence

We offer a number of volunteering and pro-bono initiatives covering areas such as financial vulnerability, school outreach programmes and guidance for armed forces. Our e-mentoring platform enables members to connect and share their collective knowledge and experiences.

“The PFS provides a great member magazine, with up-to-date technical articles and literature on advice and legislation.”

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Connect e-mentoring platform

Connect is a digital mentoring platform which enables members to share their collective knowledge and experience with one another.




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