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Open-access content Tuesday 18th October 2022
PFP survey 2022 image.jpg

We are calling on all readers of Personal Finance Professional to give us your feedback through our 2022 readership survey.

Which sections of the magazine do you read the most? Are there any topics you would like to see more of? What do you think about the PFP website, or do you prefer to receive the printed version in the post?

The survey takes a few minutes and one lucky reader will be chosen at random to win a £100 John Lewis gift card!

Visit: www.surveymonkey.co.uk/r/PFPsurvey2022

A huge thank you to all readers who are happy to take part – we appreciate your feedback.

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PFS and CII reach an agreement

Following full, detailed, and constructive discussions, the PFS and the Chartered Insurance Institute (CII) announced on 20 September an agreement in principle has been reached on a range of matters.
Friday 7th October 2022
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PFS appoints interim CEO

Don MacIntyre has been appointed interim CEO of the Personal Finance Society.
Friday 7th October 2022
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Festival of Financial Planning full line-up revealed

After co-hosting an incredibly successful Commonwealth Games, Birmingham’s NEC is now turning its attention to welcoming the financial planning community to the hotly anticipated return of the PFS Festival of Financial Planning.
Friday 7th October 2022
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PFS teams up with Duke of Edinburgh awards

The PFS today unveils an expansion to its financial education programme, My Personal Finance Skills, with the inclusion of a financial education module as part of the Duke of Edinburgh Bronze Award.
Friday 7th October 2022
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New route to PFS fellowship status revealed

The PFS now recognises the Society of Later Life Advisers’ (SOLLA) Later Life Adviser Accreditation as counting towards Fellowship status.
Friday 7th October 2022
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CII supports launch of T Levels

The Chartered Insurance Institute (CII) has teamed up with Pearson to support the launch of T Levels, a new route into a rewarding career in the insurance and personal finance profession.
Friday 7th October 2022
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PFS Publishes Consumer duty good practice guide for financial advisers

In support of the Financial Conduct Authority’s (FCA) flagship regulatory reform, the Consumer Duty, the PFS has created a good practice guide for personal finance firms.
Friday 17th February 2023
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PFS responds to future disclosure framework discussion

The Financial Conduct Authority (FCA) has published its Discussion Paper on a Future Disclosure Framework.
Friday 17th February 2023
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PFS hosts first graduation ceremony since 2019

The PFS once again welcomed members to a graduation ceremony for those qualifying as Chartered financial planners, Associates or Fellows of the PFS in the period 1 July 2019 to 30 June 2022.
Friday 17th February 2023
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