The ‘Shaping the future together’ consultation gave members and other key stakeholders the opportunity to feedback on the Chartered Insurance Institute’s (CII) proposed plans, as well as the services it delivers and how the professional body can best meet their… Read More »CII pilots new form of financial planning assessment
Don MacIntyre appointed to full-time executive role. In August the PFS appointed Don MacIntyre as PFS Interim CEO. Not only will he represent and advocate PFS members’ interests, he will also work closely with the Board to preserve PFS assets. Furthermore, he… Read More »PFS appoints Interim CEO
FINE TUNE YOUR FINANCIAL PLANNING SKILLS If you haven’t visited the pfspower.org website yet, now is the time. Explore the extensive digital hub for financial planning skills, where brand new content is added every week, including a weekly live webinar… Read More »POWER
Our Member Awards showcase excellence in professional financial planning. Recognising the invaluable services offered to individuals, families and firms, these awards celebrate the fantastic work delivered by advisers, paraplanners and their support teams, to provide clients with the confidence and… Read More »Personal Finance Awards 2021/22: The Winners
Browse our on-demand resources below to find the one that could make a difference to you. Find out more.
The Financial Vulnerability Taskforce is a newly created independent representative body covering the Personal Finance Sector whose ultimate purpose is to promote greater UNDERSTANDING, encourage appropriate BEHAVIOURS and establish GOOD PRACTICE in respect of consumer vulnerability. It will act as… Read More »Financial Vulnerability Taskforce
Connect is a digital mentoring platform which allows members to connect with one another based on specific skills and criteria. It also provides practical support to financial planning professionals at all levels of their career, with a focus on soft… Read More »Connect e-mentoring
Introduction In just 3 months, this initiative has delivered over 250 workshops reaching an estimated 7,500 students with a goal of 500 by the end of the academic year. Feedback from all has been excellent with teacher and students commenting… Read More »My Personal Finance Skills
Almost 3,000 members have downloaded the template document with advice on how to engage their MP regarding PI premium hikes and increases to the FSCS levy.