Personal Finance Society

The Personal Finance Society (PFS) is the professional body for the financial advisory profession in the UK. We promote the highest standards of professionalism for technical knowledge, client service and ethical practice accross the entire financial advice community for the ultimate benefit of the profession and consumer alike, engendering confidence and trust in our profession.

Upcoming (0)

Sorry, there are no upcoming events

Past (95)

Stewardship and Responsible Investment – Challenges & Opportunities in 2024 primary image

Stewardship and Responsible Investment – Challenges & Opportunities in 2024

Thu, Jan 25, 8:00 AM

Free

Become a more effective and confident networker primary image

Become a more effective and confident networker

Thu, Dec 1, 9:30 AM GMT

Free

Financial Services for Vulnerable Clients - reviewing Consumer Duty primary image

Financial Services for Vulnerable Clients - reviewing Consumer Duty

Tue, Oct 25, 7:45 AM

Free

Chartered Connections Breakfast primary image

Chartered Connections Breakfast

Tue, Oct 11, 7:45 AM

Free

Inflation disruption: portfolio implications & impact on financial goals primary image

Inflation disruption: portfolio implications & impact on financial goals

Thu, Jul 14, 7:45 AM

Free

Exit Strategies and Succession Planning with Property Owners & Landlords primary image

Exit Strategies and Succession Planning with Property Owners & Landlords

Wed, Jul 13, 7:45 AM

Free

IFAs and Solicitors – when we need each other and when we can work together primary image

IFAs and Solicitors – when we need each other and when we can work together

Tue, Jul 12, 7:45 AM

Free

The Process of Selecting Appropriate Business Relief Solutions for clients primary image

The Process of Selecting Appropriate Business Relief Solutions for clients

Thu, Jun 30, 7:45 AM

Free

Chartered Connections  Breakfast - Trust Registration Service primary image

Chartered Connections Breakfast - Trust Registration Service

Wed, May 11, 7:45 AM

Free

Chartered Connections Breakfast - primary image

Chartered Connections Breakfast -

Tue, May 10, 7:45 AM

Free

MEmO – Maximising Every Minutiae Opportunity primary image

MEmO – Maximising Every Minutiae Opportunity

Thu, Mar 24, 7:30 AM

Free

SIPP and SSAS in a New World – Pension Funds & issues post COVID primary image

SIPP and SSAS in a New World – Pension Funds & issues post COVID

Wed, Mar 16, 7:45 AM

Free

Stewardship and Responsible Investment – Challenges & Opportunities in 2024 primary image

Stewardship and Responsible Investment – Challenges & Opportunities in 2024

Thu, Jan 25, 8:00 AM

Free

Become a more effective and confident networker primary image

Become a more effective and confident networker

Thu, Dec 1, 9:30 AM GMT

Free

Financial Services for Vulnerable Clients - reviewing Consumer Duty primary image

Financial Services for Vulnerable Clients - reviewing Consumer Duty

Tue, Oct 25, 7:45 AM

Free

Chartered Connections Breakfast primary image

Chartered Connections Breakfast

Tue, Oct 11, 7:45 AM

Free

Inflation disruption: portfolio implications & impact on financial goals primary image

Inflation disruption: portfolio implications & impact on financial goals

Thu, Jul 14, 7:45 AM

Free

Exit Strategies and Succession Planning with Property Owners & Landlords primary image

Exit Strategies and Succession Planning with Property Owners & Landlords

Wed, Jul 13, 7:45 AM

Free

IFAs and Solicitors – when we need each other and when we can work together primary image

IFAs and Solicitors – when we need each other and when we can work together

Tue, Jul 12, 7:45 AM

Free

The Process of Selecting Appropriate Business Relief Solutions for clients primary image

The Process of Selecting Appropriate Business Relief Solutions for clients

Thu, Jun 30, 7:45 AM

Free

Chartered Connections  Breakfast - Trust Registration Service primary image

Chartered Connections Breakfast - Trust Registration Service

Wed, May 11, 7:45 AM

Free

Chartered Connections Breakfast - primary image

Chartered Connections Breakfast -

Tue, May 10, 7:45 AM

Free

MEmO – Maximising Every Minutiae Opportunity primary image

MEmO – Maximising Every Minutiae Opportunity

Thu, Mar 24, 7:30 AM

Free

SIPP and SSAS in a New World – Pension Funds & issues post COVID primary image

SIPP and SSAS in a New World – Pension Funds & issues post COVID

Wed, Mar 16, 7:45 AM

Free

The Personal Finance Society (PFS) is the professional body for the financial advisory profession in the UK. We promote the highest standards of professionalism for technical knowledge, client service and ethical practice accross the entire financial advice community for the ultimate benefit of the profession and consumer alike, engendering confidence and trust in our profession.

Events

Sorry, there are no upcoming events
Stewardship and Responsible Investment – Challenges & Opportunities in 2024 primary image

Stewardship and Responsible Investment – Challenges & Opportunities in 2024

Thu, Jan 25, 8:00 AM

Free

Become a more effective and confident networker primary image

Become a more effective and confident networker

Thu, Dec 1, 9:30 AM GMT

Free

Financial Services for Vulnerable Clients - reviewing Consumer Duty primary image

Financial Services for Vulnerable Clients - reviewing Consumer Duty

Tue, Oct 25, 7:45 AM

Free

Chartered Connections Breakfast primary image

Chartered Connections Breakfast

Tue, Oct 11, 7:45 AM

Free

Inflation disruption: portfolio implications & impact on financial goals primary image

Inflation disruption: portfolio implications & impact on financial goals

Thu, Jul 14, 7:45 AM

Free

Exit Strategies and Succession Planning with Property Owners & Landlords primary image

Exit Strategies and Succession Planning with Property Owners & Landlords

Wed, Jul 13, 7:45 AM

Free

IFAs and Solicitors – when we need each other and when we can work together primary image

IFAs and Solicitors – when we need each other and when we can work together

Tue, Jul 12, 7:45 AM

Free

The Process of Selecting Appropriate Business Relief Solutions for clients primary image

The Process of Selecting Appropriate Business Relief Solutions for clients

Thu, Jun 30, 7:45 AM

Free

Chartered Connections  Breakfast - Trust Registration Service primary image

Chartered Connections Breakfast - Trust Registration Service

Wed, May 11, 7:45 AM

Free

Chartered Connections Breakfast - primary image

Chartered Connections Breakfast -

Tue, May 10, 7:45 AM

Free

MEmO – Maximising Every Minutiae Opportunity primary image

MEmO – Maximising Every Minutiae Opportunity

Thu, Mar 24, 7:30 AM

Free

SIPP and SSAS in a New World – Pension Funds & issues post COVID primary image

SIPP and SSAS in a New World – Pension Funds & issues post COVID

Wed, Mar 16, 7:45 AM

Free

Stewardship and Responsible Investment – Challenges & Opportunities in 2024 primary image

Stewardship and Responsible Investment – Challenges & Opportunities in 2024

Thu, Jan 25, 8:00 AM

Free

Become a more effective and confident networker primary image

Become a more effective and confident networker

Thu, Dec 1, 9:30 AM GMT

Free

Financial Services for Vulnerable Clients - reviewing Consumer Duty primary image

Financial Services for Vulnerable Clients - reviewing Consumer Duty

Tue, Oct 25, 7:45 AM

Free

Chartered Connections Breakfast primary image

Chartered Connections Breakfast

Tue, Oct 11, 7:45 AM

Free

Inflation disruption: portfolio implications & impact on financial goals primary image

Inflation disruption: portfolio implications & impact on financial goals

Thu, Jul 14, 7:45 AM

Free

Exit Strategies and Succession Planning with Property Owners & Landlords primary image

Exit Strategies and Succession Planning with Property Owners & Landlords

Wed, Jul 13, 7:45 AM

Free

IFAs and Solicitors – when we need each other and when we can work together primary image

IFAs and Solicitors – when we need each other and when we can work together

Tue, Jul 12, 7:45 AM

Free

The Process of Selecting Appropriate Business Relief Solutions for clients primary image

The Process of Selecting Appropriate Business Relief Solutions for clients

Thu, Jun 30, 7:45 AM

Free

Chartered Connections  Breakfast - Trust Registration Service primary image

Chartered Connections Breakfast - Trust Registration Service

Wed, May 11, 7:45 AM

Free

Chartered Connections Breakfast - primary image

Chartered Connections Breakfast -

Tue, May 10, 7:45 AM

Free

MEmO – Maximising Every Minutiae Opportunity primary image

MEmO – Maximising Every Minutiae Opportunity

Thu, Mar 24, 7:30 AM

Free

SIPP and SSAS in a New World – Pension Funds & issues post COVID primary image

SIPP and SSAS in a New World – Pension Funds & issues post COVID

Wed, Mar 16, 7:45 AM

Free