PFS encourages advisers to sign up to new financial vulnerability charter
Nine core pledges
Advisers who wish to adopt the taskforce charter must complete an online application form.
The Personal Finance Society has created a new financial vulnerability charter, along with an independent taskforce, which it is encouraging advisers to sign up to.
The taskforce's aim is to support the advice profession to "better recognise and address the various forms of consumer vulnerability, improve client outcomes and increase access to financial advice," the...
More on Your profession
Altus launch vulnerability whitepaper following FCA's latest guidance
To help advisers support vulnerable clients
Registrations open for Sustainable Investment Festival - book your place now
Join us on 22-25 June
MPs to investigate advice in ongoing pensions freedom inquiry
Deadline 15 May
From Openwork to The Openwork Partnership: Brand experts assess the change
Small team important
Simon Goldthorpe: Increasing client referrals in 2021
How to improve?
Back to Top
More news
Altus launch vulnerability whitepaper following FCA's latest guidance
To help advisers support vulnerable clients
Investors receive 50% discount following move out of legacy retail classes
Assessment of value reports
FCA hands £3.4m back to unauthorised investment scheme victims
Digital Wealth and Outsourcing Express raised over £15m
Registrations open for Sustainable Investment Festival - book your place now
Join us on 22-25 June
MP links FSCS levy spike to pensions freedom rapid roll out
Worried by policy change
