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  • CII appoints two new executive directors

    The Chartered Insurance Institute (CII) has appointed two new executive directors who will take up their roles in early March.

  • PFS publishes economic abuse guide for advisers

    The Personal Finance Society (PFS) has published a new good practice guide for advisers about economic abuse and life insurance.

  • PFS adds 24 Financial Planning roadshows for 2025

    The Personal Finance Society (PFS) has launched a programme of roadshows to be held across 24 locations in 2025.

  • Cheshire adviser wins CII/PFS apprenticeship prize

    Joshua Anderson of Fidenti Wealth of Sandbach in Cheshire has been named Financial Adviser Apprentice of the Year in the CII/PFS latest annual Financial Planning apprenticeship awards.

  • PFS adds guide to consumer outcomes

    The Personal Finance Society (PFS) has added a new guide on how firms can focus on delivering consumer outcomes in Financial Planning to its PFS Power website.

  • PFS members reject 2 key motions at AGM

    PFS members have sensationally rejected two key motions at the AGM in Manchester in a serious blow for the board.

  • PFS to launch member consultation after AGM protest vote

    The PFS is to launch a major consultation exercise with members after they unexpectedly rejected two key motions at the AGM in Manchester yesterday.

  • PFS rebel welcomes 'clear message' from protest vote

    One of the leading PFS rebels, Alasdair Walker of the OurPFS campaign group, has welcomed the "clear message" the AGM protest vote yesterday has delivered to the PFS and parent body the CII and said the future for the PFS now looks "more positive."

  • Don MacIntyre steps down as interim PFS CEO

    Personal Finance Society interim chief executive Don MacIntyre has stepped down from his role after more than two years, during which time he faced a challenging time as head of the organisation.

  • More than 160 attend PFS Graduation Ceremony

     

    More than 160 Financial Planners and Paraplanners attended the annual Personal Finance Society’s Graduation Ceremony held in London recently.

  • Colyer wins Chartered Planner of the Year Award

    Michael Colyer, principal of SJP practice Colyer Associates in Yorkshire, has won the prestigious Chartered Financial Planner of the Year Award.

  • 3,800 benefit from CII and PFS virtual work experience

    More than 3,800 young people have benefited from insurance and Financial Planning virtual work experience programme during the first year of its operation.

  • 200 more Chartered Financial Planners

    More than 200 Financial Planners achieved Chartered status last year, taking the total number of Chartered Financial Planners to 8,159.

  • SJP partner firm founder appointed PFS President

    The Personal Finance Society (PFS) has appointed Carla Brown as the professional body’s new president.

  • PFS launches female-adviser focused podcast

    The Personal Finance Society is to launch a new podcast mini-series to open up the conversation about how to succeed as a female adviser.

  • PFS warns members it will act on online harassment

    PFS motto

     

    The Personal Finance Society and parent body, the Chartered Insurance Institute, have warned that they will take action if necessary after a number of "upsetting" incidents of online harassment.

  • PFS appoints independent chair

    Piers White

    The Personal Finance Society has appointed experienced financial services CEO Piers White as its first independent chair, a new role created by the organisation following its internal governance review completed last year.  

  • PFS refutes claims of ‘missing’ £10m

    PFS interim CEO Don MacIntyre

    The Personal Finance Society has refuted as “simply incorrect” claims that £10m is ‘missing’ from its funds.

  • Q&A: New PFS CEO Don MacIntyre on seeking stability

    Don MacIntyre, the new interim CEO of the Personal Finance Society

    In this exclusive Q&A with Financial Planning Today, Don MacIntyre, the new interim CEO of the Personal Finance Society (PFS), talks to editor Kevin O’Donnell about the recent Festival of Financial Planning, his plans to restore confidence in the body and the road ahead.

  • PFS appoints Don MacIntyre as interim CEO

    Don MacIntyre

    The Personal Financial Society (PFS) has appointed Don MacIntyre as interim CEO.

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