600 pass Financial Planner exams during pandemic

More than 600 financial advisers have passed their Personal Finance Society Chartered Financial Planner exams since lockdown measures were introduced to slow the spread of Coronavirus in March 2020.

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Hundreds of Planners backed Financial Planning Week

Preliminary figures from the CISI reveal that 130 Financial Planning offices offered free surgeries to the public during Financial Planning Week #FPWUK which took place last week.

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CISI and CII set to share HQ in London

The Chartered Institute for Securities & Investment and the Chartered Insurance Institute - the parent body of the Personal Finance Society - are to share HQ offices in the iconic ‘Walkie Talkie’ building in the City of London.

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One in ten Planners feel unsafe during pandemic

Some 10% of Financial Planners said they did not feel safe from Covid-19 while working in the current climate in a recent survey.

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