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  • Sarah Lord, PFS President

    'Coaching clients is best part of the job' say Planners

  • The Personal Finance Society website

    SOLLA accreditation to count towards PFS Fellowship

  • PFS Festival of Financial Planning logo

    PFS reveals Financial Planning Festival 2022 details 

  • PFS website

    PFS and CII reach ‘agreement’ on disputes

  • Alan Vallance, CEO of the CII

    CII launches Professional Map to aid career development

  • Modules will be surpervised by the My Personal Finance Skills team.

    PFS creates financial module for Duke of Edinburgh Awards

  • Caroline Stuart takes over from Sarah Lord, who served as PFS president for two years.

    Caroline Stuart is first Paraplanner to be PFS president

  • PFS website

    PFS warns members after CII cyber attack

  • PFS Festival of Financial Planning

    Nearly 2,500 register for Festival of Financial Planning

  • Caroline Stuart, president of the Personal Finance Society

    Soaring bills resulting in depression - PFS survey

  • CII logo

    CII and PFS hire digital and information chief

  • FCA's Therese Chambers

    PFS Festival - Consumer Duty 'tougher' than TCF

  • Caroline Stuart

    PFS Festival - Time to shout about profession

  • The Private Office CEO Stuart Phillips

    PFS Festival - All the award winners

  • PFS Festival of Financial Planning. Courtesy: PFS

    Nearly 2,400 attend PFS Festival of Financial Planning

  • We asked readers who they felt the PFS is promoting the Financial Planning profession

    Only 1 in 4 Planners consider PFS performing well

  • Matthew Connell

    PFS's Matthew Connell: Client compensation concerns

  • Central Hall, Westminster - venue for the graduation ceremony

    PFS hosts first graduation ceremony since 2019

  • Dr Matthew Connell, director of policy and public affairs at the PFS

    PFS publishes Consumer Duty guide for Planners

  • Helen Phillips, chair of the CII, said the CII felt they had no choice but to take over

    CII moves to take control of PFS board

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