A PFS member director has apologised for the "mistake" the body made teaming up with St James's Place (SJP) to create a vulnerable client qualification, and offered a behind-the-scenes look at the situation.
In September, the Chartered Insurance Institute (CII) - of which the Personal Financial Society (PFS) is part - launched a vulnerable client qualification exclusive to SJP partners and advisers. The...
Compared to 6% of 55-64 years olds
Sam Gold and Doug Abbott to take reins
Bionic advice for private clients
Creates £11bn asset management business