Kate Gannon has been sworn in as the new President of the Personal Finance Society (PFS).

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.

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.

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 (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'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.

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.

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.

Personal Finance Society members have called for a national school competition engaging students in real world Financial Planning challenges.

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.