The Personal Finance Society is the professional body for the UK financial planning profession. Its events and resources help planners to undertake quality CPD.
UK
Joined July 2010
- Tweets6.8K
- Following1K
- Followers10.4K
- Likes4.5K
🎤 "Financial planning has got the ability to change lives, both from an advice to client point of view, but also as a career".
Tim Brienza, PFS Champion of Change 2026/27 winner, shares his highlights and the positive impact of winning this award.
Congratulations Tim!
🎤 "I'm super proud to win".
We caught up with Guy Skinner, PFS Protection Advice Specialist of the Year 2026/27, after receiving his award and what the achievement has meant to him.
Terrific work, Guy!
Still need to be convinced about attending the #pfsfestival?
Festival Insider Jonny Nelson has all the answers as he provides a whistle-stop tour of what to expect at NEC Birmingham on 18-19 November.
Ready to book your free place? Head over now!
➡️ ciigroupevents.eventsair.com…
Introducing...
In our next instalment of Introducing our new Corporate Chartered firms, we catch up with Andrew Cook, Chief Executive Officer at ADNFC Financial Consultants who became Chartered Financial Planners in August 2026.
Read more here: bit.ly/4iogEXg
🎤 "You get great opportunities to work with people, and really make a big difference".
Zoe Taylor, PFS Retirement and Later Life Specialist of the Year 2026/27, tells us why she entered and what she values most about the work she does.
Great stuff, Zoe!
Elevate performance.
Learning powered by professional expertise.
Find out how Assess e-learning supports learning, compliance and continuous professional development for insurance and personal finance organisations worldwide.
Find out more: cii.co.uk/assess
Hours after the 2026 Budget was announced, Dr Matt Connell spoke with PFS Chair, Carla Brown, and PFS President, Kate Gannon, both Chartered Financial Planners, to discuss their initial thoughts on what was announced, and the potential impact on clients.
Listen to the PFP Podcast here: pfp.thepfs.org/personal-fina… or wherever you normally get your podcasts
"I'm just over the moon, so happy".
Katie Tang, PFS Paraplanner of the Year 2026/27, gives us her reaction to receiving the award and why everyone should consider applying.
Well done Katie!
“Opportunity will go to those who are willing and able to adapt.”
That’s a lesson Paralympic world champion Stef Reid has put into practice throughout her life. Now she’s bringing those lessons to the Festival of Financial Planning.
🎟️ Book your pass: bit.ly/4i87DCN
🎤 "It felt like a really good opportunity...to deep dive into how we're embedding the Chartered ethos day to day".
We spoke with directors of the PFS Chartered Financial Planning Firm of the Year 2026/27, De Mellow & Co, about how what the award means to them.
🎤 "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