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

True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

Short-term policy decisions ‘disturb’ advice landscape

Sophia Panayi
clock 20 October 2026 • 2 min read
PFS Festival of Financial Planning to focus on member stories and Next Gen

PFS Festival of Financial Planning to focus on member stories and Next Gen

PFS approaching festival in a ‘more young and vibrant way’

Sophia Panayi
clock 19 October 2026 • 3 min read
One in four UK adults would invest up to £50,000 without professional advice

One in four UK adults would invest up to £50,000 without professional advice

Research from Mattioli Woods

Sophia Panayi
clock 19 October 2026 • 2 min read