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.

Don MacIntyre has been appointed interim CEO of the Personal Finance Society.

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.

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.

The PFS now recognises the Society of Later Life Advisers’ (SOLLA) Later Life Adviser Accreditation as counting towards Fellowship status.

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.

The PFS’s financial education programme has held a record number of sessions since returning to schools last September.

Amid the cost-of-living crisis and the post-pandemic ‘great resignation’ trend, financial planners have revealed what they are doing to attract and retain talent.