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...

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