Company intelligence
Personal Finance Society
Standards. Professionalism. Trust.
About Personal Finance Society
The Personal Finance Society (PFS) is the pre-eminent professional membership body for financial planners and those in related roles. With more than 40,000 members across the UK and internationally, the PFS encourages the highest standards of professionalism. The PFS is part of the Chartered Insurance Institute, a Royal Charter corporation founded in 1912, which comprises a group of companies that span the insurance and personal finance sectors
Verified activity
Signals from Personal Finance Society
10 published signals
Presence & Recognition
Personal Finance Society announced that George D. Kinder will be joining the POWER Live Stage at the Festival of Financial Planning 2026.
Reported by Personal Finance Society
Presence & Recognition
Personal Finance Society is hosting The Business of Advice 2026 on Thursday
Reported by Personal Finance Society
Presence & Recognition
Personal Finance Society announced that astronaut Tim Peake CMG will be performing at the PFSFestival on Thursday 18 November.
Reported by Personal Finance Society
Presence & Recognition
Personal Finance Society is hosting its Autumn Roadshow near the author's location
Reported by Personal Finance Society
Presence & Recognition
Personal Finance Society introduced Kathy Plaskitt Marshall, Operations Director at Deans Wealth Management, who became Chartered Financial Planners in January 2026.
Reported by Personal Finance Society
Presence & Recognition
Personal Finance Society is hosting the Disability Access Symposium 2026 featuring over 50 expert speakers, 16 webinars, 2 in-person events, and one mission.
Reported by Edward Grant FPFS, MSc, EFP, FRSA
Presence & Recognition
Personal Finance Society announced Tim Peake CMG as its closing keynote speaker for the Festival of Financial Planning.
Reported by Personal Finance Society
Presence & Recognition
Personal Finance Society and Chartered Insurance Institute are addressing the Great Wealth Transfer and how it works issue.
Reported by Kate Gannon FPFS MCSI
Presence & Recognition
Personal Finance Society announced that Sir Charlie Mayfield will give a Thursday keynote session at the PFS Festival on 18-19 November 2026 to share an update on the Keep Britain Working review he led.
Reported by Edward Grant FPFS, MSc, EFP, FRSA
Research & Knowledge
Personal Finance Society is conducting a survey with Chartered Insurance Institute members to understand workplace support for people with health conditions and disabilities.
Reported by Edward Grant FPFS, MSc, EFP, FRSA