professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Keith Richards

Regulation

PFS in FCA talks over additional pension transfer safeguards

The Personal Finance Society (PFS) is in discussions with the regulator and government to introduce additional safeguards to defined benefit (DB) pension transfers where the client wants to act against the advice they received.

clock 14 April 2015 •

Regulation

Due diligence: What does the regulator really want from advisers?

Due diligence: What does the regulator really want from advisers?

clock 09 December 2014 •

Regulation

Advisers' investment processes: A video debate

Advisers' investment processes: A video debate

clock 01 December 2014 •

Your profession

PFS' Richards to advisers: Stop anonymous comments

Advisers should stop posting negative comments about the industry from behind a cloak of anonymity, chief executive of the Personal Finance Society (PFS) Keith Richards has said.

clock 30 September 2014 •

Your profession

MAS apologises to PFS over adviser ethics comments

The Money Advice Service (MAS) has issued an apology to members of the Personal Finance Society (PFS) after seemingly questioning adviser ethics in a speech earlier this month.

clock 29 September 2014 •

RDR

PFS reports post-RDR membership surge

Membership of the Personal Finance Society (PFS) has reached more than 35,000, with more than 1,000 people joining in the past year.

clock 26 August 2014 •

Income

Suspicious minds: Will the pension revolution change public opinion on advisers?

Suspicious minds: Will the pension revolution change public opinion on advisers?

clock 20 May 2014 •

Income

Public only hears 'advice', says PFS chief Richards

How the industry distinguishes between 'advice' and 'guidance' is at odds with how the public perceives financial services, argues Personal Finance Society (PFS) chief executive Keith Richards.

clock 22 April 2014 •

Pensions

Missing pieces: How advisers can help deliver Osborne's retirement 'guidance guarantee'

How advisers can help deliver Osborne’s retirement ‘guidance guarantee’

clock 16 April 2014 •

Regulation

PFS proposes retirement advice 'voucher system' funded by fines

The Personal Finance Society (PFS) was investigating establishing a National Retirement Advice Service before the Chancellor's Budget promise and believes an advice voucher system could be set up funded by redistributing regulatory fines.

clock 07 April 2014 •
111213
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=keith richards