Personal Finance Society
Your profession
Outgoing Personal Finance Society (PFS) chief executive Fay Goddard has said she wants her legacy to be the recognition among the public of financial planning as a chartered profession.
15 February 2013
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Your profession
Keith Richards, who stepped down as distribution director at Tenet today, has been named as the new chief executive of the Personal Finance Society (PFS).
14 February 2013
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1 min read
Investment
The Personal Finance Society's paper on VAT and Adviser Charging contains a "significant error" and must be "urgently revised", warns a pension expert.
05 October 2012
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RDR
The Personal Finance Society (PFS) has launched its final guide to determine whether member firms will meet the criteria of the Retail Distribution Review (RDR).
25 June 2012
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Regulation
Towry’s High Court defeat has sparked fresh calls for industry consensus on restrictive covenants. Alasdair Pal takes a look at what future adviser contracts might look like.
23 February 2012
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Your profession
About two years ago, a retired ‘adviser’ invited me for lunch. He wanted to discuss today’s advisory market and compare it with his 1970s “heyday” (with Sun Alliance & London). I accepted.
22 February 2012
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Your profession
Rahul Odedra meets five young gun advisers already making a name for themselves in financial services…
19 January 2012
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3 min read
Your profession
Framing questions in the right way can completely change the relationship advisers have with their clients and get to the heart of what they need.
18 November 2011
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Your profession
Shoehorning clients into a simple one-to-ten risk profiler fails because real attitudes to risk drift with every new piece of bad financial news
17 November 2011
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