The Personal Finance Society is the professional body for the UK financial planning profession. Its events and resources help planners to undertake quality CPD.
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🎤 "It came as a bit of a surprise, but I'm so pleased and honoured to receive this award."
Yesterday, we spoke with Katherine Parkes, Chartered Financial Planner of the year 2026/27, after she received her award, to get her feelings in the moment.
Congratulations Katherine! 👏
Turn every question into progress with our Knowledge Checker.
Comprehensive, flexible, and interactive self-testing across selected Insurance and Personal Finance units, helping you to track progress and strengthen your understanding of the study text.
> bit.ly/47DT2Jg
High professional standards are reflected in how a firm puts them into practice every day.
de Mellow & Co stood out for its investment in people, positive culture and commitment to its wider community. Congratulations to a very worthy Corporate Chartered Firm of the Year 👏🥳🙌
Behind every financial plan is someone's life. Today, we celebrate those who have shown a deep understanding of this.
Congrats to Katherine Parkes, Chartered Financial Planner of the Year! 👏👏This is what professionalism looks like.
Our President, Kate Gannon, surprised Martin Lewis on his own live ITV show to present him with the very special Consumer Trust Impact award. Great work Martin! 👏👏👏
Is AI the answer to suitability report writing?
Phil Greenwood thinks it can support the process but not replace paraplanners in the latest episode of Inside Paraplanning.
Alongside Sophie Brown, Alan Gow, and Hannah Wynick, they explore what makes a great suitability report.
Listen here: bit.ly/4BjuqDl
Or watch the episode on our YouTube channel: bit.ly/4jAjOtm
Here's a refreshing new take on AI: Rather than looking at how it can automate everything, can it actually be used to make us more human in our approach to financial planning?
We speak to Craig Palfrey on the challenges facing the profession and the benefits of using AI.
Listen to the latest episode of the PFP Podcast here: pfp.thepfs.org/sections/pers…
Watch the episode here: youtu.be/No1v9332XBs
⏰ One month to go!
From Tim Peake CMG and Sara Davies MBE to Libby Greiwe, Steve Head and more, the Festival of Financial Planning is almost here.
Have you secured your place yet?
Take a look at the full programme here: table programme.pfs2026.myeventapp…
With technology shaping our profession like never before, how are you keeping on top of the latest changes?
This year’s festival includes a dedicated Fintech & Innovation Space.
Reena Jakhu outlines why it’s a must stop area of the Festival.
Ready to see where two days of fresh thinking could take you?
Connect with the profession, discover new ideas and hear fresh perspectives at the Festival of Financial Planning.
📍 NEC Birmingham | 18–19 November
Book your place today: bit.ly/4i87DCN
Discover how CII Financial Planning qualifications can help you turn aspirations into outcomes.
Download our 2027 Qualifications Brochure.
Champion Change and shape what’s next.
Download your brochure today→ cii.co.uk/brochure
We are very pleased to welcome Professional Adviser as an official media partner for the PFS Festival of Financial Planning 2026.
Their coverage will help share the Festival’s big ideas with the wider financial planning community.
pfsfestival2026.org/ gbr01.safelinks.protection.o…
How do you build a stronger, more efficient advice business in an increasingly complex market?
Now is the time to secure your place at Business of Advice Online, taking place on 13 October.
Learn more and register: event.on24.com/wcc/r/5462567…
Our Key Facts Booklets summarise essential Certificate and Diploma-level content, focusing on high-level syllabus requirements in a clear and concise format.
Ideal for revision on the go.
Explore the range: bit.ly/4hMgo3X
At The Festival of Financial Planning you can visit the Talent Hub for speed mentoring and bite-sized learning, explore the human skills behind great financial planning at PFS POWER Live, and hear members share their experiences and ideas on the Member Voices stage.
Three Festival experiences. Even more opportunities to learn, connect and grow.
Explore the programme and secure your Festival pass: pfsfestival2026.org/
We are very pleased to welcome FT Adviser as an official media partner for the PFS Festival of Financial Planning 2026.
They will be covering the ideas, issues and perspectives taking centre stage at this year’s Festival.
pfsfestival2026.org/ gbr01.safelinks.protection.o…
Happy #WorldFinancialPlanningDay from PFS President, Kate Gannon, and Mole! 🐴