The Personal Finance Society, the professional body for Chartered Financial Planners and other industry professionals, today named Katherine Parkes of Cazenove Capital as Chartered Financial Planner of the Year.

The Personal Finance Society and parent body the Chartered Insurance Institute celebrated the graduation of 110 new Chartered Financial Planners at their annual graduation ceremony in Westminster last week.

The Personal Finance Society (PFS) has recognised six Financial Planners at its inaugural Local Volunteer Awards.

The Chartered Insurance Institute (CII) and Personal Finance Society (PFS) New Generation Programme 2025/26 cohort has  presented five projects showcasing year-long work designed to address challenges facing the financial services sector.

The Chartered Insurance Institute (CII) has committed to developing guidance to support firms with using Consumer Duty reporting as a governance tool for continuous improvement rather than as a compliance exercise.

Membership at the Personal Finance Society has slumped by more than 10% in the last six years, falling from a height of around 40,000 in 2020 to just below 37,000 now.

In this column for Financial Planning Today, Dr Matthew Connell, director of policy at the Personal Finance Society, looks at what a new Prime Minister might mean for Financial Planners and how they can meet the challenges of a changing political landscape.

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 Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) are inviting applications for the next cohort of their flagship New Generation Programme.

The Personal Finance Society (PFS) has achieved its target of attracting 500 new joiners to its Pathway to the Profession initiative, its campaign to support students taking their first steps towards their Diploma in Regulated Financial Planning.

Members of the Personal Finance Society (PFS) have been offered the use of a new lounge in the offices of parent body the Chartered Insurance Institute (CII) on Old Broad Street in the City of London.

The Personal Finance Society (PFS) has today appointed Chartered Financial Planner Alan Whittle as a new director of the organisation.

The Chartered Insurance Institute (CII) and Personal Finance Society (PFS) have opened entries for the 2026 Apprenticeship Awards, the fourth annual celebration of apprentices and supporting employers.

More than 6,600 young people have benefitted from the CII’s and PFS’ insurance and Financial Planning virtual work experience programme since it launched in October 2023.

The Chartered Insurance Institute (CII) is to move its headquarters and London base from the Walkie Talkie building to 30 Old Broad Street from 2 March.

Eight Financial Planning firms achieved Chartered Insurance Institute (CII) Corporate Chartered status in the second half of 2025.

The Personal Finance Society (PFS) has revealed that 400 individuals have so far expressed interest in its Pathway to the Profession initiative, its campaign to support students taking their first steps towards their Diploma in Regulated Financial Planning.

The Personal Finance Society (PFS) is looking for a member director to join its board and has asked for applications by mid-January.

Chartered Financial Planner Roger Jackson joined the board of the Personal Finance Society (PFS) on Monday while Debbie Mitchell left her role as a director of the board, ahead of becoming deputy president of the CII.

Dominic McLoughney of Becketts FS has triumphed in the Personal Finance Society’s Annual Awards for 2025/26 - winning the body’s flagship Chartered Financial Planner of the Year Award.