Keeping track of all that’s going on can sometimes feel like an impossible task. Luckily, staying ahead of the latest developments is amazingly simple with the use of our social media channels
- Follow the PFS on Twitter for the latest updates on everything that’s going on in the profession.
- Join our LinkedIn groups for more in-depth discussions on a range of technical topics posted by fellow members.
- Talk to us. Ask questions, give feedback and engage with our campaigns.
From the latest news to regulatory updates, consumer awareness campaigns to pro bono initiatives; everything is promoted via Twitter. Pick and choose what you want to find out more about at a time and place that works for you.
Do you know your region’s hashtag?
Find out about the latest events, conferences and revision sessions in your region via their hashtag. It’s a great way to get involved locally and connect with members in your area.
Available to members only, they are a forum for the sharing of ideas, posing questions to your professional peers and finding invaluable technical content. It is a space for members to debate topics, give their point of view and discuss anything that affects the finance profession.
PFS President’s Thinktank: Open to all members, the group provides an opportunity to give feedback on PFS activity in addition to posting questions and answers, articles and anything else of interest.
PFS Chartered Financial Planners: Exclusively for Chartered members, discuss issues relating to financial planning at the highest level and connect with other Chartered members.
PFS Paraplanning Professionals: Exclusively for paraplanners; a dedicated space for the sharing of queries, ideas and opinions relevant to the paraplanning professional.
CASE STUDY: MARTIN BAMFORD
I joined Twitter about nine years ago and have been an avid and regular user ever since. Twitter enables me to connect with professional peers, stakeholders and clients on a platform that encourages the sharing
of ideas, content and information. It is an incredibly useful resource and one that should not be dismissed easily by those wanting to expand their network and keep informed.
When the PFS began tweeting in 2010, I soon followed them and have since found their account to be a really useful source of information. There are so many events, campaigns and initiatives taking place, Twitter makes it easy to follow everything that’s going on and engage with all that the PFS is doing. It is a great source of financial news, informative articles and technical content that’s of value to members and the profession as a whole.
I also use it to get in touch with the PFS quickly when I’m looking for an answer to a question!
I tend to dip into Twitter most days and the presence of the PFS means I’m more likely to be aware of any new developments; it’s easy for emails to get lost among the hundreds that arrive in my inbox each day, but I’m quite selective about who I follow on Twitter. Because I follow other IFAs, I get to see conversations between them and the PFS, which can be insightful – helping me see things from a different perspective.
I’m also a member of two of the PFS Groups on LinkedIn. I’m trying to become more active in LinkedIn groups this year, and the PFS Chartered Financial Planners and PFS President’s Thinktank are two that I plan to visit more regularly. Available to members only, LinkedIn groups offer a ‘safe space’ for the discussion of issues and topics about our profession and are an invaluable source of help and advice for issues that may arise with clients or other aspects of your professional life.
One of my biggest challenges each year is finding CPD that meets my goals and fits in with the time I spend on the business, with my family and volunteering in the local community. Both Twitter and LinkedIn are valuable sources for identifying attractive CPD opportunities and allows me to schedule things quickly when space appears in my busy calendar.