The Chartered Insurance Institute and its subsidiary, the Personal Finance Society - the professional body for Chartered Financial Planners - have issued a joint statement today stating they have reached “an agreement in principle” on a range of disputes between the two bodies.

The Personal Finance Society, the professional body for Chartered Financial Planners, has revealed more details of the programme for its upcoming PFS Festival of Financial Planning, one of the UK's biggest Financial Planning events.

The Personal Finance Society has added accreditation from the Society of Later Life Advisers (SOLLA) as counting towards achieving PFS Fellowship status.

Financial Planners taking part in a recent Personal Finance Society poll say that coaching their clients to be more savvy about money is the most enjoyable part of being a professional in 2022.