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 through the introduction of a new, automated form.

From 1 July, any firms applying for or wishing to renew their corporate Chartered status will be able to do so using the new 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. The PFS s...

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