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  • CII Membership breakdown from 2019 Annual Report

    CII’s 2020 AGM to go virtual for the first time 

  • Corporate Chartered status

    CII to check Chartered firms' diversity from 2021

  • Keith Richards, chief executive of the Personal Finance Society

    Financial Planners want to bolster green finance skills

  • Keith Richards, chief executive of the Personal Finance Society

    One in ten Planners feel unsafe during pandemic

  • Walkie Talkie building, London

    CISI and CII set to share HQ in London

  • Video calling was widely used during Financial Planning Week (picture posed by model)

    Hundreds of Planners backed Financial Planning Week

  • The Personal Finance Society logo

    600 pass Financial Planner exams during pandemic

  • Barry Horner of Paradigm Norton

    Paradigm Norton wins Chartered Firm of Year in PFS Awards

  • The Personal Financial Society logo

    Advisers report drop in new clients

  • FCA HQ

    FCA expands scope of mini-bond ban

  • PFS CEO Keith Richards

    1 in 2 advisers worried about finding new clients in 2021

  • PFS website

    PFS urges 2nd Financial Advice Market Review

  • The Personal Finance Society website

    8 out of 10 planners recommend the profession

  • PFS website

    350 advisers sign up to client vulnerability charter 

  • PFS website

    Soaring PI cost fuels planner exit from DB transfers

  • Chancellor Sunak

    Budget 2021: PFS urges more help for savers  

  • PFS website

    Advisers struggle to discuss vulnerability with clients

  • PFS website image from 2016

    PFS to drop CEO role as Richards moves on

  • Keith Richards, chief executive of the PFS, said the effects of the Coronavirus pandemic have broken through cultural and technological barriers that prevented greater remote working in the past

    Half of Planners to continue remote working post pandemic

  • PFS website

    Campaigners fight to halt PFS deregistration

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