Caroline Stuart

Financial planning shifts from 'sales-based to experience-based' industry

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Financial planning shifts from 'sales-based to experience-based' industry

Sector shifts towards inclusivity and client experience

clock 07 February 2025 • 2 min read
Independent governance review begins at Personal Finance Society

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Independent governance review begins at Personal Finance Society

Follows accusations of failings by Chartered Insurance Institute

clock 06 April 2023 • 3 min read
Former PFS president co-launches soft skills initiative for advisers

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Former PFS president co-launches soft skills initiative for advisers

Caroline Stuart and Melissa Kidd debut new venture The Co-Laboratory

clock 31 March 2023 • 1 min read
CII chief doubles down on PFS governance failures

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CII chief doubles down on PFS governance failures

Alan Vallance issues detailed statement on PFS saga

clock 30 January 2023 • 3 min read
Thousands of PFS members respond to CII takeover consultation

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Thousands of PFS members respond to CII takeover consultation

Responses showed ‘passion and strength of feeling’ among members

clock 27 January 2023 • 2 min read
'Operating in crisis mode': What we learned from a tense PFS webinar

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'Operating in crisis mode': What we learned from a tense PFS webinar

‘The damage could be irreversible,’ according to interim CEO

clock 23 January 2023 • 12 min read
Exclusive: Ex-PFS CEO Keith Richards on the CII's 'major mistake'

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Exclusive: Ex-PFS CEO Keith Richards on the CII's 'major mistake'

‘Deliberate and underhanded strategy by the CII’ exposed

clock 11 January 2023 • 5 min read
Evelyn audit of CII loan request to PFS found 'significant' default risk

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Evelyn audit of CII loan request to PFS found 'significant' default risk

PFS member director hits back at CII governance failure claims

clock 10 January 2023 • 3 min read
Editor's View: The CII / PFS problems have reached a new level

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Editor's View: The CII / PFS problems have reached a new level

The editor's Friday Night Takeaway from 6 January

clock 06 January 2023 • 2 min read
CII chair Helen Phillips on the PFS: 'We were sadly left with no choice'

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CII chair Helen Phillips on the PFS: 'We were sadly left with no choice'

Chair says the CII remains ‘deeply committed’ to its PFS members

clock 06 January 2023 • 3 min read