PFS launches associate membership to show 'united profession' with ethical requirements

Annually renewable

Sophie King
clock • 2 min read

The Personal Finance Society (PFS) has launched a new Associate Firm membership that will allow firms to demonstrate a "united profession" approach to ethical requirements and building public trust.

The launch follows requests from firms that wanted to show their united alignment to the professional standards and the code of ethics set by the PFS. Adviser firms that join will gain a "closer relationship" with the professional body as part of a renewed approach to elevate the importance of financial wellbeing through financial planning and advice. Those that join the membership will be required to adopt eight principles of association including; a commitment to comply with the rules of regulation and employment law, a clear diversity and inclusion policy and a policy for corporate...

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

Willingness to pay for financial advice falls as other options open up

Willingness to pay for financial advice falls as other options open up

Perceived need for financial advice has fallen, Boring Money report finds

Isabel Baxter
clock 13 June 2025 • 2 min read
Women in Financial Advice Awards 2025: Complete your entries!

Women in Financial Advice Awards 2025: Complete your entries!

Entry period closes on 20 June

Professional Adviser
clock 12 June 2025 • 1 min read
Robo-advisers 'disrupting' self-directed client segment

Robo-advisers 'disrupting' self-directed client segment

Emotional value of advice still a ‘completely human endeavour’

Isabel Baxter
clock 12 June 2025 • 3 min read