The Personal Finance Society (PFS) has revealed details of the programme for its Purely Paraplanning 2025 conference which takes place in central London on 7 May.
Read more ...PFS reveals Purely Paraplanning 2025 event details
- Wednesday, 19 February 2025
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PFS Purely Paraplanning 2025
Hull Planner wins SJP Chartered Planner of the Year
- Tuesday, 11 February 2025
- Articles

Amy Gray is SJP Chartered Financial Planner of the Year
Chartered Financial Planner Amy Gray, of Amy Gray Wealth Management in Hull, has been named St James's Place Chartered Financial Planner of the Year in St James’s Place seventh Annual Chartered Awards.
Read more ...Entries open for PFS / CII Apprenticeship Awards 2025
- Monday, 10 February 2025
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CII website
Entries are open for the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) Apprenticeship Awards, the annual celebration of apprentices across insurance and financial services.
Read more ...Paraplanning's ‘Big Day Out’ on the way
- Friday, 23 August 2024
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Big Day Out 2023 attendees
The Paraplanners’ Assembly, the support and training network for Paraplanners, is to hold its annual 'Big Day Out' event on 12 September.
Read more ...Chartered Planner joins IFA Continuum in St Albans
- Friday, 14 June 2024
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National adviser financial adviser Continuum has recruited ex-Paraplanner James Barber as a new Chartered Financial Planner for its St Albans office.
Read more ...PFS adds suitability report guide
- Wednesday, 29 May 2024
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The Personal Finance Society’s Paraplanning panel has published a guide to support members in writing suitability reports.
Read more ...PFS Annual Paraplanning Conference gets under way
- Wednesday, 08 May 2024
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The Personal Finance Society’s annual Paraplanning Conference, Purely Paraplanning 2024, gets under way today in London.
Read more ...Training firm launches first conference for Paraplanners
- Thursday, 02 May 2024
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Training provider Compliance and Training Solutions (CATS) is to launch its first conference for Paraplanners.
Read more ...Chartered Planner is keynote at PFS Paraplanning event
- Tuesday, 02 April 2024
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Amira Norris, a business development director with more than 20 years’ experience across all areas of Financial Planning, will be the keynote speaker at the Personal Finance Society (PFS) 2024 Purely Paraplanning event.
Read more ...Comment: What Paraplanners can learn from rugby
- Wednesday, 03 January 2024
- Articles

In the latest Paraplanning column for Financial Planning Today Magazine, Paraplanning mentor and rugby player Sam Patterson looks at what the sport can teach financial professionals.
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