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 Festival of Financial Planning full line-up revealed

Friday 7th October 2022
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.
Open-access content
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 PFS teams up with Duke of Edinburgh awards

Friday 7th October 2022
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.
Open-access content
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 New route to PFS fellowship status revealed

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

Friday 7th October 2022
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.
Open-access content
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 Record numbers of pupils receive financial education

Friday 7th October 2022
The PFS’s financial education programme has held a record number of sessions since returning to schools last September.
Open-access content
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 Financial planners prepare for 'great resignation'

Friday 7th October 2022
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.
Open-access content
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 Financial planners reveal love of coaching clients

Friday 30th September 2022
Financial planners have revealed that coaching clients is the most enjoyable part of being a professional in 2022.
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 Personal Finance Society Festival is back

Monday 13th June 2022
The PFS is delighted announce the long-awaited return of The Festival of Financial Planning, taking place at Birmingham’s NEC on 1-2 November.
Open-access content
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 PFS President reflects on purpose

Monday 13th June 2022
Sarah Lord, president of the PFS, kicked off the first ever Ambassadors in Action conference alongside Peter Blanc, president of the CII, by highlighting how both the personal finance and insurance profession recognise the importance of attracting and retaining talent to ensure there are more qualified individuals able to raise public trust in protection and the power of financial planning.
Open-access content
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 Volunteers who help develop careers applauded

Monday 13th June 2022
Financial planners and insurance professionals who have excelled in helping peers develop their careers were applauded at the Volunteer Awards ceremony in May.
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