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Personal Finance Soc
The Personal Finance Society is the professional body for the UK financial planning profession. Its events and resources help planners to undertake quality CPD.
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Martin Bamford May 24
The latest episode of Radio is a great listen for Financial Planners - Stuart Podmore from chatting about behavioural finance
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Financial Planning Today May 23
600 firms back Gold Standard for DB transfers via
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Ruth Sturkey May 22
A pre Power Live sneak of one of keynote speaker books; 40 pages in & notes everywhere! Can’t wait to hear him tell us how to create an exceptional client service. Come & join us 13th June, Manchester.
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Sophie King May 22
The has revealed author as Power Live keynote speaker. via
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7IM Adviser May 22
⚡️ We’ve been touring up and down the UK with for their Q2 2019 regional conference series.   Check out what we’ve been up to:
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Financial Planning Today May 22
‘Customer is king’ author to speak at PFS PowerLive via
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Personal Finance Soc May 17
POWER Live | Manchester | 13 June Register today: Dedicated to helping you deliver the ultimate financial planning proposition, POWER Live will show you how you can provide the best outcomes for your clients. Watch Christine share her story.
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Personal Finance Soc May 16
We want to know what impact the current pension transfer climate is having on advice firms and the cost of professional indemnity insurance. Please let us know what impact it is having on you and your business by emailing pfsnews@thepfs.org.
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Focus Solutions May 16
Focus' MD and are talking about increasing client engagement through at . How to get your clients more involved in planning sessions and how to build a full picture of your client's financial life. All good stuff!
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Exo Investing May 16
What are you doing to future proof your business for the clients you want in 5/10/15 years? - talking at the
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Personal Finance Soc May 16
A great panel session featuring Russell Facer and Anka Mandleson on Innovations in Risk Profiling - How to meet the latest regulatory requirements.
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Ian McKenna May 16
My quote of the say so far Dylan Navra “Allow yourself to feel successful” the importance of addressing technology deployment in managable steps with &
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Personal Finance Soc May 16
We've got a great crowd at the Museum of London today for our Empowering Advice through Technology event with and
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Adam Higgs May 16
Here we go, kicks off our event talking about “why technology is crucial to the future of advice” in partnership with
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Samantha Smith May 15
Early start today to travel to to join for our event . The sun is shining and it’s going to be a great day 🙂
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Legal & General May 15
Retirement has changed. We’re at tomorrow in London discussing the evolving world of life planning.
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Chris Budd May 15
Shout out to the who are putting on some really interesting content. This one has lots on one of my favourite topics, coaching skills for advisers
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Personal Finance Soc May 14
Hear from Niels Pedersen, Programme Leader of the MSC Financial Technology programme at Manchester Metropolitan University. Book you place at live:
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Financial Planning Today May 14
Financial advice firms narrowing gender pay gap via
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Cecilia Furner May 14
Looking forward to another great event with the
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