Personal Finance Society

With the Consumer Duty now in full effect, Alison Steed discovers how implementation has been received across the financial services sector. Read more here: https://ow.ly/PIC150TKExG

The Chartered Insurance Institute and Personal Finance Society have reported that more than 3,800 young people have benefitted from their insurance and personal finance virtual work experience programme during the first year of its operation. Read more: https://ow.ly/wHJy50TKBlV

This weekend the CII Group websites will be unavailable for planned maintenance.

What a fantastic day celebrating our new Chartered and Fellows of the Personal Finance Society. Thank you to everyone for coming and making it a memorable event. #PFSGraduation

Our speakers at today’s ceremony are Chartered Financial Planner of the year 2023/24, Emma Hall and Personal Finance Society President, Carla Brown CFP™️, FPFS, TEP. #PFSGraduation

The stage is set. We are delighted to be celebrating the success of our newly awarded Chartered and Fellow members at our annual Graduation Ceremony today. #PFSGraduation

What will your client base look like in the future? Our National Conference 2024 promises to help you evolve the type of clients you will have and how you will work with them. With 20+ great sessions across five theatres, there is so much to discover. Explore the programme and register today to join us in Manchester on 12 November for an unforgettable day out of the office! Visit https://ow.ly/Fvib50TJxU9 to register now and lock the event in your calendar. #pfsrewired

In this episode of the Personal Finance Professional podcast, the CII's Tim Groves is discussing personal development and neuro linguistic programming with Caroline Martin. Listen here: https://ow.ly/eb9350TIByS

Scott Millar and I are super excited to be launching our new series on starting a financial planning business. We get asked all the time about how we’ve found it and what’s worked well since we launched Finova Money last year. So, in partnership with the Personal Finance Society, we’re launching a 5 part series to talk more about our journey so far. Join us live for episode 1 next Wednesday 16th October (details to register below). Hopefully a helpful mini-series for anyone considering the same journey! 🚀 https://lnkd.in/epr7sJet

If you’ve not been able to attend our autumn series of XCHANGE events in person, we’re delighted to offer you the opportunity to join a special online version of Divorce, Death and Tax. Register now for all the key sessions, packaged up into an extended three-hour digital event at 10.00 on Wednesday 6 November. Programme highlights include: • Tying the knot between sustainability and returns • The emotional, legal and financial aspects of divorce • Adding value to investment portfolios through tax-efficient investment • Communicating well with bereaved clients • Later life divorce: tackling the blind spots This event will provide you with essential guidance on current trends around the tax implications of divorce and death, ensuring you can provide expert guidance when it's needed most. It also provides three hours of CPD too. Register for your free place now: https://ow.ly/yJLe50TFscg