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Personal Finance Awards 2024/25

Be recognised for your excellence! Enter the 2024/25 Personal Finance Awards now. 

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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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PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

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XCHANGE
Real World Opportunities

Registration is now open for our second XCHANGE event series! Explore Real World Opportunities with us this summer at our new multi-streamed events.

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Career confident

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

New Independent Chair of the PFS Board announced

The Personal Finance Society Board has announced the appointment of Piers White MBE as its first independent Chair, a new role created by the organisation following its internal governance review that was completed last year.

PFS launches Suitability Report Writing guide

The Personal Finance Society (PFS) Paraplanning Panel has published a new guide to support members in writing suitability reports.

Tax reliefs offered by Venture Capital Trusts

Investment in venture capital trusts (VCT) and enterprise investment schemes (EIS) was due to end in April 2025. However, this was extended to April 2035 in the 2023 Autumn Statement.

PFS What's new bulletin - May II

UPDATE from 3 May 2024 to 16 May 2024

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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