The Personal Finance Society has appointed experienced financial services CEO Piers White as its first independent chair, a new role created by the organisation following its internal governance review completed last year.  

The Personal Finance Society’s Paraplanning panel has published a guide to support members in writing suitability reports.

The Personal Finance Society Personal Finance Awards 2024/25 are now open for entry, include prestigious awards for Chartered Financial Planner of the Year and Chartered Financial Planning Firm of the Year.

The Personal Finance Society’s annual Paraplanning Conference, Purely Paraplanning 2024, gets under way today in London.