The Personal Finance Society has expanded and extended its Pathway to the Profession new talent initiative into a second year with details of the next phase of its £1 million investment in finding and training the next generation of Financial Planners.

The Personal Finance Society, the professional body for Chartered Financial Planners, has revealed speaker and programme details for its Festival of Financial Planning later this year which is expected to attract more than 3,000 delegates.

The Chartered Insurance Institute Group, parent of the Personal Finance Society, has warned that the Financial Planning profession is “underprepared” for the biggest intergenerational wealth transfer in UK history, estimated to be as much as £5.5trillion by 2050.

The Personal Finance Society's popular Festival of Financial Planning is set to return later this year and is expected to attract more than 3,000 delegates, making it the UK's largest Financial Planning event.

This week I attended the Personal Finance Society’s 2025 National Conference in the cutting edge, and somewhat cavernous, new Maritime Halls at London’s Excel Centre in Docklands. I was impressed. It was a good conference demonstrating a great deal of confidence in the future.

The Personal Financial Society, and sister professional body the Chartered Insurance Institute, honoured 350 new graduates at an awards ceremony in London.

Carla Brown will continue as President of the Personal Finance Society (PFS) for a second year, having been reappointed at the September PFS board meeting.

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.

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.

Personal Finance Society President Carla Brown explains why the PFS is investing £1m into a series of major new training initiatives to attract new blood to the profession and tackle the long-term decline in new entrants.

The Personal Finance Society (PFS), the professional body for Chartered Financial Planners, has appointed two experienced planners to its board.