The Personal Finance Society (PFS) said 250 people have so far expressed interest in its Pathway to the Profession initiative that will support students taking their first step towards gaining their Diploma in Regulated Financial Planning.
Operating losses tripled for the Personal Finance Society in 2024 to £1.45m, according to annual accounts filed with Companies House.
While more than a fifth, 21% of Financial Planning firms have embedded AI into their business, almost a quarter, 23%, have not yet started adopting the technology.
The Personal Finance Society has appointed London-based Guy Skinner and Wiltshire-based Rosa Nash to be the newest Financial Planner members of its PFS Power Financial Planning Practitioner Panel.
Trevor Edwards, the CII’s group finance director, has left the board of the Personal Finance Society after less than a year in the role.
I attended the launch in central London this week of the Personal Finance Society’s £1m drive to find new blood for the profession and tackle the worrying long-term decline in new entrants. It was a sobering morning.
The Personal Finance Society (PFS) is to pump £1m into new training initiatives to encourage new entrants to the Financial Planning profession and tackle a growing shortfall in new blood.
One of the leading Personal Finance Society rebel groups - OurPFS - has decided to “throw in the towel” after two years of campaigning.
The boards of the 120,000 member Chartered Insurance Institute (CII) and its subsidiary the Personal Finance Society (PFS) have held a joint meeting this week following the latest in a wave of resignations to hit the PFS.
Financial advisers who are not accredited in family law are missing out on the divorce and separation market, estimated to be worth £500m a year in England and Wales, according to a new report.
Personal Finance Society vice-president Daniel Williams along with member director Ben Wright have become the latest senior people to exit the troubled organisation.
In the latest senior role turnaround at The Personal Finance Society, President Carla Brown has taken on the additional role of chair to replace Christine Elliott, who has left after only eight months.
The Personal Finance Society (PFS), the professional body for Chartered Financial Planners, has appointed two experienced planners to its board.
The Personal Finance Society (PFS) has revealed details of the programme for its Purely Paraplanning 2025 conference which takes place in central London on 7 May.
The Personal Finance Society (PFS) has published a new good practice guide for advisers about economic abuse and life insurance.
Leading industry figure Ken Davy has warned the CII that it is in danger of bringing the Financial Planning profession into “disrepute” over its handling of its row with the Personal Finance Society.
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 Financial Planners and Paraplanners attended the annual Personal Finance Society’s Graduation Ceremony held in London recently.
Michael Colyer, principal of SJP practice Colyer Associates in Yorkshire, has won the prestigious Chartered Financial Planner of the Year Award.
More than 200 Financial Planners achieved Chartered status last year, taking the total number of Chartered Financial Planners to 8,159.
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