What's new

  • Evolving the Partnership - November Update
    19 Nov 2025
    The regional membership team continue to work on projects, process and protocol to further move forward the Evolving the Partnership initiative which focuses on the three overarching themes of Volunteer Engagement, LI Visibility and LI Proposition Development. These themes will further inform the team's work into 2026.
  • Beth Mead and Lucy Bronze discuss finding their ‘why’ with PFS President
    19 Nov 2025
    England footballers Beth Mead MBE and Lucy Bronze MBE joined Personal Finance Society (PFS) President, Carla Brown, for the final keynote session at the PFS National Conference on Thursday 13 November.
  • 2,000 set to attend PFS National Conference 2025
    11 Nov 2025
    Over 2,000 financial planning professionals, exhibitors, speakers and members of the media are registered to attend the Personal Finance Society’s (PFS) National Conference on Thursday, making it the largest financial planning event of the year.
  • CII New Generation group aims to boost understanding of risk in cryptocurrency
    3 Nov 2025
    The Chartered Insurance Institute (CII) New Generation Programme 2024/25 London Market cohort hosted an event in October to examine how the London Market can demystify cryptocurrency insurance. The session brought together experts from across the sector to discuss how insurers can engage with the rapidly evolving asset class.
  • PFS Personal Finance Awards 2025/26 winners revealed
    23 Oct 2025
    Winners of the Personal Finance Society (PFS) Personal Finance Awards 2025/26 were announced this afternoon at a prestigious ceremony in London. The awards showcase excellence in financial planning, recognising the fantastic work delivered by advisers, paraplanners and their teams.
  • CII and PFS recognise excellence with Apprenticeship Awards and Qualification Prizes
    21 Oct 2025
    As part of its commitment to upholding professionalism, and developing the next generation of talent, the Chartered Insurance Institute (CII) and Personal Finance Society (PFS) held their third annual Apprenticeship Awards and Qualification Prize giving ceremony on Friday evening (17 Oct 2025), recognising excellence across the insurance and financial planning professions.