PFS launches toolkit to help advisers 'shout' about Chartered status

'Increase visibility'

Sophie King
clock • 1 min read

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

The Corporate Chartered toolkit offers documents explaining what consumers can expect from a business that has achieved Chartered status. It also gives guidance for "embedding the Chartered ethos" as well as suggestions to help members make their achievement more public.  Furthermore, the PFS said firms would be supplied with a Chartered wall plaque and window stickers to increase the visibility and promotion of their status. It will also offer access to the digital Chartered logo for firms to insert into emails, web pages, social media, brochures and letterheads. 'Communicate comm...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Most of our industry has forgotten what advisers actually do

Most of our industry has forgotten what advisers actually do

‘Providers have a responsibility to better support advice firms’

Mark Sanderson
clock 16 March 2026 • 3 min read
Government unveils changes to FOS operations after landmark review

Government unveils changes to FOS operations after landmark review

New ten-year limit for bringing complaints

Isabel Baxter
clock 16 March 2026 • 5 min read
Feel Good Friday: Wise Investment employee takes on the Great Wall of China for charity

Feel Good Friday: Wise Investment employee takes on the Great Wall of China for charity

Raising funds for Katherine House Hospice

Professional Adviser
clock 13 March 2026 • 1 min read