Financial Planning Today recently reported that a nationwide study for IFA network Openwork found just 15% of adults saw a Financial Planner regularly, with men more than twice as likely to receive support with their finances compared with women.

The Personal Finance Society (PFS) has produced a promotional toolkit to help existing and new holders of Chartered status promote their achievement.

The Personal Finance Society (PFS) has made changes to the the application and renewal process for corporate Chartered status.

Financial Planning firm Montage Wealth Management has simultaneously achieved the Chartered Financial Planner accreditation for the firm from the CII and the Accredited Financial Planning Firm accreditation from the CISI.