Personal Finance Society

Personal Finance Society The Personal Finance Society is the UK’s leading professional body for the financial planning community.

16/06/2026

In this short testimonial, Eamonn Prendergast, Retirement & Later Life Advice Specialist of the Year 2025/26, shares why taking the time to reflect and craft your submission properly is key to success.

If you’re considering entering this year, it’s worth hearing directly from a previous winner.

Watch the video to hear his advice 👇

Enter here: https://www.thepfs.org/events/personal-finance-awards/

From wrapper to wealth — master the power of ISAs. Individual Savings Account Administration (FA5) develops your underst...
16/06/2026

From wrapper to wealth — master the power of ISAs.

Individual Savings Account Administration (FA5) develops your understanding of investment issues, together with detailed guidance on the administration of individual savings accounts. Individual Savings Accounts (ISAs) often referred to as an investment wrapper, allows cash or other assets to be held in a tax-free environment.

Find out more: https://bit.ly/4ec4joq

See the sector. Understand the regulations. Act with integrity. The CF1 UK Financial Services, Regulation and Ethics uni...
16/06/2026

See the sector. Understand the regulations. Act with integrity.

The CF1 UK Financial Services, Regulation and Ethics unit develops your understanding of the financial services sector, including regulation and legislation, and focuses on the three interlinked topics of regulation, financial products and services, and ethics within financial services in the UK.

Find out more: https://bit.ly/4au0OXX

📌 Are you using FutureMe to support your career development?FutureMe offers personalised career guidance to help you exp...
15/06/2026

📌 Are you using FutureMe to support your career development?

FutureMe offers personalised career guidance to help you explore opportunities, set goals and make informed decisions about your future. Skills assessments allow you to identify strengths and development areas so you can focus your development where it matters most.

You can also access learning resources to build new knowledge, develop in-demand skills at your own pace, and use CV support tools to help present your experience effectively to employers.

Find out more here: https://futureme.careercentre.me/welcome/futureme

15/06/2026

Are you passionate about making an impact on the profession?

Whether you are working in insurance or financial planning, you could make a positive change to your profession by taking part in the New Generation Programme.

The year-long initiative brings some of the upcoming stars of the professions together to develop important skills and work on a project of their choosing.

Learn more and apply here: https://www.cii.co.uk/newgen

Building operational expertise in investments. The level 3 Certificate in Investment Operations provides essential knowl...
15/06/2026

Building operational expertise in investments.

The level 3 Certificate in Investment Operations provides essential knowledge and skills for investment operations roles.

Are you ready to prepare for the next stage of your career?

Find out more: https://bit.ly/4d2uk9q

15/06/2026

Develop the technical insight and professional confidence to navigate evolving investment and securities markets with CII qualifications.

Download the 2026 qualifications brochure today:https://media.umbraco.io/ciigroup-dxp/ppxgvide/cii-qualifications-brochure.pdf

Future Focus. Empowering you for what’s next.

12/06/2026

📍 The PFS Summer Roadshow 2026 is now underway!

With events taking place across locations throughout the UK, there’s still time to secure one of the remaining places.

This is a great opportunity to connect with fellow professionals across the sector, share ideas and build valuable new relationships.

Find your nearest location and register today: https://events.thepfs.org/

12/06/2026

Our digital or pocket-sized printed 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.

Keep learning, stay focused, and make every moment count.

Explore the range: https://bit.ly/4e91ynT

🚨 New Festival Speaker Announcement: Sir Charlie MayfieldWe’re delighted to welcome Sir Charlie Mayfield to this year’s ...
12/06/2026

🚨 New Festival Speaker Announcement: Sir Charlie Mayfield

We’re delighted to welcome Sir Charlie Mayfield to this year’s Festival. In his keynote session, 'Vanguard of Change: How Financial Planners Can Keep Britain Working', he will explore one of the UK’s most pressing challenges - economic inactivity driven by ill health and the barriers disabled people face in accessing work.

Building on the government-backed “Keep Britain Working” Mayfield Review, Sir Charlie will share insights into the shift towards better workplace health, inclusion and employer-led action, and what this means for organisations across the country.

This is a timely and thought-provoking session that promises valuable insight for anyone interested in the future of work, wellbeing and inclusion.

🎟️ Secure your Festival pass today: https://www.pfsfestival2026.org/

Address

30 Old Broad Street
London
EC2N1HT

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+442085300852

Website

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