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  • CII to overhaul Financial Planning exam assessment

    CII chair Helen Phillips

  • Planners help educate 23,000 students about money

    My Personal Finance Skills

  • SOLLA accreditation to count towards PFS Fellowship

    The Personal Finance Society website

  • PFS reveals Financial Planning Festival 2022 details 

    PFS Festival of Financial Planning logo

  • PFS and CII reach ‘agreement’ on disputes

    PFS website

  • CII launches Professional Map to aid career development

    Alan Vallance, CEO of the CII

  • PFS creates financial module for Duke of Edinburgh Awards

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

  • Caroline Stuart is first Paraplanner to be PFS president

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

  • Nearly 2,500 register for Festival of Financial Planning

    PFS Festival of Financial Planning

  • Soaring bills resulting in depression - PFS survey

    Caroline Stuart, president of the Personal Finance Society

  • CII and PFS hire digital and information chief

    CII logo

  • PFS Festival - Consumer Duty 'tougher' than TCF

    FCA's Therese Chambers

  • PFS Festival - Time to shout about profession

    Caroline Stuart

  • Nearly 2,400 attend PFS Festival of Financial Planning

    PFS Festival of Financial Planning. Courtesy: PFS

  • Only 1 in 4 Planners consider PFS performing well

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

  • PFS's Matthew Connell: Client compensation concerns

    Matthew Connell

  • PFS hosts first graduation ceremony since 2019

    Central Hall, Westminster - venue for the graduation ceremony

  • PFS publishes Consumer Duty guide for Planners

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

  • CII moves to take control of PFS board

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

  • PFS 'shocked' by CII board takeover move

    The response is the first official comment from the PFS following the CII moving to take over its board

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