As an Institute we have just under a 1,000 members roughly split 50:50 between general insurance and financial planning. We have a great team in our Council, all fifteen are volunteers who are giving something back to our profession in putting on CPD events, arranging social gatherings and our annual black tie dinner.

Covering such a large geographical area can be challenging when it comes to arranging meetings, but we have moved forward.  Council meetings are now held at dual venues in Truro and Plymouth simultaneously using video conferencing. Where possible CPD events are put on in both Plymouth and in Truro.

Education- For PFS members we have a support package for those that want to become financial planners and pass all their diploma level exams (you can’t give financial advice without having the diploma). The support is there to encourage those working in the back office roles to move forward into the front line of giving advice. For CII members we continue to assist with exam study groups and revision sessions

CPD- CII members like the technical CPD as well as the life skill based CPD, but we have found that PFS members prefer the life skill based CPD, we think this is because the PFS already provides a daylong CPD regional event every quarter. We want to listen to our membership, so if you think there is something we should be providing please let us know