Developing relations with PFS committees

The Personal Finance Society (PFS), is the longest established of the CII's Societies and is the largest professional body for individual financial advisers in the UK market. PFS members are likely to account for a significant percentage of your local institute’s membership.

Many local institutes engage with their PFS members to deliver events that support their learning and development.

The PFS has local committees that work on a regional basis as opposed to the CII model of individual local institutes. Therefore, it is likely that several of your neighbouring CII local institutes are part of the same PFS region.

The local committees have been encouraged to develop relationships with neighbouring institutes and we have provided these committees with contact details of each institutes president and secretary – if you do not already have a working relationship with a committee then you could be contacted in due course.

It has long been good practice to encourage at least one financial services representative to serve on your local council. This will ensure that your local institute is delivering member services that meet the needs of all your members, not just those working within the insurance sector.

More information on PFS committees can be found here -