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Personal Finance Society

CII/PFS saga fuelled again as campaign group calls out 'questionable' actions

Your profession

CII/PFS saga fuelled again as campaign group calls out 'questionable' actions

Alasdair Walker comments on the CII’s latest board overhaul

clock 02 October 2024 • 2 min read
PFS CEO on a Formula racing-like representation problem

Your profession

PFS CEO on a Formula racing-like representation problem

Does financial planning need its own F1 Academy?

clock 05 September 2024 • 2 min read
CII and PFS threaten action after recent 'online harassment'

Your profession

CII and PFS threaten action after recent 'online harassment'

Several incidents witnessed, bodies say

clock 14 August 2024 • 1 min read
Special needs financial planning alliance set to launch

Your profession

Special needs financial planning alliance set to launch

Exclusive: Alliance SENDFA will aim to tackle ‘skills gap’

clock 25 July 2024 • 2 min read
Adviser slams sustainability as 'overdone and ludicrous'

Green

Adviser slams sustainability as 'overdone and ludicrous'

‘It all seems like the latest fad to me. The planet will look after itself’

clock 20 May 2024 • 1 min read
'Huge amount' of AI hyperbole among industry

Technology

'Huge amount' of AI hyperbole among industry

‘Everyone is talking about AI, but no one really knows everything yet’

clock 09 May 2024 • 1 min read
Industry needs to move away from 'chunky and complicated' reports

Your profession

Industry needs to move away from 'chunky and complicated' reports

‘You should remember that the UK is a nation of skim readers’

clock 08 May 2024 • 2 min read
Paraplanning 'not always' a stepping stone to becoming an adviser

Your profession

Paraplanning 'not always' a stepping stone to becoming an adviser

‘Depends on the person and if they want the client-centric element’

clock 08 May 2024 • 2 min read
Wealthtime's Amira Norris: 'Don't assume you know clients' needs'

Adviser tips

Wealthtime's Amira Norris: 'Don't assume you know clients' needs'

‘You have to proactively seek engagement and understand them’

clock 08 May 2024 • 1 min read
Trade bodies should sponsor new talent initiatives, industry says

Your profession

Trade bodies should sponsor new talent initiatives, industry says

‘Trade bodies and FCA are both funded by us so should be giving back more’

clock 15 April 2024 • 1 min read
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