I am a member of PFS - does this mean that I am a member of the CII too?
As a member of the PFS you will be automatically given
membership of the CII and the added benefits associated with this
Does the PFS have its own Board of Directors?
Yes it does - the PFS Board comprises of 8 Member Directors and
3 Executive Directors. All Member Directors are required to be
qualified to at least DipPFS level. All Member Directors are
selected through a nomination process developed by the Society -
appointment is confirmed at the Annual General Meeting.
The Executive Directors are the Chief Executive, Public Affairs
Director and the CII Director General.
What does the PFS do to represent me?
The PFS represents the interests of the profession at the
highest level. Our approach is to emphasise the professional
standing of members and the need for quality financial advice to
turn the tide of adverse comment.
What Events do the PFS run?
The PFS holds an extensive programme of events for its members,
such as Regional Meetings, Technical Seminars, One Day Conferences,
Study Groups and the Annual conference and Exhibition.
All events within the Regional Network are free of charge to
What happens at a Regional Meeting?
Any member can attend any of the 96 Regional Meetings held
each year - no matter where it is - invitations are sent out for
the Regional Meeting in your own particular area. Regional Meetings
are very popular and booking your place is essential. The Regional
Programme includes such elements as:
• Business & Personal Development sessions
• Regulatory Updates and Related Business Impacts
• National Speakers
• Specialist Technical Sessions
• Society and Local Regional News
• Technical Workshops
Booking Hotline: 0845 166 8415.
What is the Code of Conduct?
The Societies Code of Ethics and Conduct goes beyond the legal
requirements of the Financial Services and Markets Act 2000. The
PFS looks to its members to meet these standards which set down the
principles that all members should follow in the course of their
professional duties. All members of the society promise to abide by
the jointly branded PFS/CII Code of Ethics & Conduct. This is
available via the www.thepfs.org
I would like to use my designation and the PFS logo on my stationery?
As a member you can use your designation as it appears on your
membership card. For further information contact Customer Service
on +44 (0) 20 8989 8464.
The PFS logo may also be used on corporate stationery where all
registered individuals are members of the Personal Finance
The PFS logo may be also used on a members corporate website
where all registered individuals are a member of the Personal