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
The following revision day courses are now live and ready for those taking the relevant exams. All courses are ran at a cost of £50 per day for Tyne Tees regional members, £75 for other members and £100 for non-members.… Read More »Tyne Tees Revision Days- Session 1 2023
After a very successful return to face-to-face conference in 2022, we are excited to be back on the road in 2023 with our Spring, Summer and Autumn regional conference as well as a range of Specialist events and regional events… Read More »2023 Regional Conferences and Events
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
Welcome to the Tyne Tees Personal Finance Society, our membership covers the whole of the Northeast. I am the current Chair for the Tyne Tees PFS, supported by an excellent committee. We are here to support you in your personal… Read More »Welcome from Tyne Tees
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
We been busy organising the following soft skills and communications days being ran by Adam Owen, Past PFS President. Practical Soft Skills & Communication WorkshopWednesday 22nd June – 10:30am-3:30pm This one-day course focuses on building great client relationships. You will… Read More »Soft skills training