We help you pursue your dreams at every stage of your career. Membership supports your professional development, enhances your potential and gives you a home in our community of over 40,000 personal finance professionals. Its relevant and insightful benefits contribute to a rewarding career in personal finance. Together we are creating a united profession which builds public trust.
In this together
#PFSMembershipCounts for these reasons:
Membership puts me at the centre of a professional community that shares good practice
As a member I adhere to a code of ethics that puts my clients’ interests first
My membership designations emphasise my professionalism and expertise
Membership helps me keep my knowledge up-to-date, with an eye on the future
Our members tell us
In our regular member satisfaction surveys, many members have told us why they believe #PFSMembershipCounts
The seminars the PFS provides are valuable to a small company such as ours, helping ensure we do not feel alone.
The PFS provides a great member magazine, with up-to-date technical articles and literature
on advice and legislation.
The Society represents our collective interests effectively and proactively
- by lobbying Parliament and responding to the Regulator's consultations.
My Society is a really important and valuable network. Advising
can be a lonely business.
88% of members believe the Society promotes standards and professionalism
Together we are influencing the future direction of our profession
85% of members say membership provides value for money
Membership gives you a career advantage
86% of members say the Society creates opportunities to connect
Peer support - wherever you are in the country
90% of members feels the Society provides high quality, relevant CPD
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How is membership
We are delivering a comprehensive programme of digital CPD
The Next Normal
Here are nine ways we are helping you through the pandemic:
Membership gives me frequent industry insights, keeping my finger on the pulse
Being able to access PFS webinars and articles while working from home has helped me keep my career moving forward during lockdown.
Proud to be a member of the Personal Finance Society and to use my designatory letters.
Proud to be a member of the Society of Mortgage Professionals and to use my designatory letters
Your chance to share
and tag us on
pfspower.org is home to genuine insights
by practitioners for practitioners.
Click to explore.
Essential Skills Hub
We worked with the regulator to
relax rules around MiFID and CPD.
MiFID and CPD
Our coronavirus hub pulls together updates in relation to event and exam changes. Discover it here.
We are working with government to seek an urgent solution to unsustainable PII and FSCS levy costs.
PII and FSCS Levy
We extended our free legal helpline to all members. Discover it here.
Free Legal Helpline
We relaunched the Society of Mortgage Professionals to support members in the mortgage sector. Click to explore.
Society of Mortgage Professionals
Launched a hardship fund for furloughed and financially-disadvantaged members.
Click to explore.
Which member benefit
will you try next?
What’s the main benefit
you receive from membership?
What’s been the most helpful
membership benefit during lockdown?
What do you appreciate
most about your Society?
Associate Firm was launched to help firms demonstrate alignment with professional standards. Click to explore.
Now it’s your turn! Consider these questions and post to share your thoughts
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makes personal finance