Personal Finance Society

‘You cannot rely on people deciding what to do in the moment’

Lawyer Philippa Hann reflects on her work around the pensions case

Ben Wright joins as director and Carla Brown and Daniel Williams as VPs

Firms can identify areas of improvement with the new tool

‘Building rapport and trust is essential when working with clients’

Only four in ten include ESG as part of their training and compliance regime

Don MacIntyre says the professional body needs to work closer with advisers

The trade body had its graduation ceremony on Friday 24 November

Kirsty Anderson urges advisers to value female clients

Vallance: Leading the CII has 'been a privilege'