PFS simplifies Chartered status application process

Corporate Chartered changes from 2020

Hannah Godfrey
clock • 2 min read

The Personal Finance Society (PFS) has made the application for renewal process for corporate Chartered status easier

From 1 July, any firms applying for or wishing to renew their corporate Chartered status will be able to do so using a new, automated form. Unlike the previous application and renewal process, the form will automatically calculate whether a business meets the criteria for staff - for example, if more Chartered advisers are required, the automated form will flag this. The new application form asks whether the applicant is seeking Chartered status for a specific division of the company or the entire entity. It also questions what the business is doing to give back to the profession. ...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

Royal London launches IHT adviser hub

Royal London launches IHT adviser hub

IHT concerns led to 50% rise in WOL sales

Jaskeet Briah
clock 26 January 2026 • 2 min read
Paradigm Consulting partners with Comentis

Paradigm Consulting partners with Comentis

Consumer Duty support for advisers

Cameron Roberts
clock 26 January 2026 • 1 min read
Final day to enter COVER Women in Protection and Health Awards 2026

Final day to enter COVER Women in Protection and Health Awards 2026

Entries close 23 January, 2026

COVER
clock 23 January 2026 • 1 min read