The PFS’s 26 regions are run by a dedicated group of member volunteers, providing access to career support and personal development opportunities close to home ..read more

The Chartered Insurance Institute (CII) recently announced His Majesty King Charles III as its new patron ..read more

TIn a recent webinar on ‘Crafting EDI strategies in an evolving regulatory landscape’, conducted in collaboration with the Association of British Insurers, Dr Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute (CII), addressed criticism faced by the Financial Conduct Authority (FCA) on the topic of regulation within the equality, diversity and inclusion (EDI) space ..read more

The PFS has launched ‘Wealth and Women’, a new podcast mini-series. The new five-episode podcast series – created in collaboration with Sam Oakes and Financial Planner Life – invites some of the best female talent in financial planning to share their experiences of getting to the top, tips for breaking into and excelling in the profession, as well as advice for employers and bosses looking to make the most of female talent ..read more

The PFS has announced that the national Purely Paraplanning 2024 event is now available on-demand, curated exclusively by and for the paraplanning community ..read more

The PFS 2024 National Conference is open for registration. Taking place on 12 November in Manchester, the conference will explore the impact of the digital world on the financial planning profession, with 20+ sessions across five theatres ..read more

As part of the PFS and Chartered Insurance Institute (CII) Consumer Duty initiatives, the first vulnerability virtual reality (VR) session was hosted in late June. This innovative learning was facilitated by Technical Connection, powered by St James’s Place (SJP) Learning and Development ..read more

The PFS has announced that this year’s Annual General Meeting will take place at 4:30pm (GMT) on Monday 11 November ..read more

The PFS has published a new guide to support members in writing a suitability report ..read more

The PFS’s 26 regions are run by a dedicated group of member volunteers, providing access to career support and personal development opportunities close to home ..read more