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Personal Finance Society

CII dispute results in PFS spending £1m on legal and advice costs

Companies

CII dispute results in PFS spending £1m on legal and advice costs

The process of strengthening its governance functions was ‘interrupted'

clock 25 October 2023 • 2 min read
Loyal North adds £40m in client funds with buy out of Norfolk adviser

Your profession

Loyal North adds £40m in client funds with buy out of Norfolk adviser

The deal aims to help Loyal North expand in east of England

clock 31 August 2023 • 1 min read
PA Retreat: Richards calls industry to unite ahead of Consumer Duty

Consumer Duty

PA Retreat: Richards calls industry to unite ahead of Consumer Duty

Working together gives greater chance to ‘influence agenda’

clock 18 May 2023 • 4 min read
FCA, FSCS and others praise British Steel work carried out by regulators

Regulation

FCA, FSCS and others praise British Steel work carried out by regulators

BSPS fallout classed as a key ‘issue’ for structured regulatory collaboration

clock 19 April 2023 • 2 min read
Ex-PFS CEO launches Consumer Duty 'good practice' body

Consumer Duty

Ex-PFS CEO launches Consumer Duty 'good practice' body

Keith Richards' venture emerges amid ongoing PFS/CII spat

clock 10 March 2023 • 3 min read
National IFA Continuum expands its services into Northern Ireland

Your Business

National IFA Continuum expands its services into Northern Ireland

Plymouth-based national IFA now has 63 advisers working for it

clock 20 February 2023 • 1 min read
'Operating in crisis mode': What we learned from a tense PFS webinar

Your profession

'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
D&I: Why advisers 'must acknowledge their own privilege'

Your profession

D&I: Why advisers 'must acknowledge their own privilege'

Why conscious inclusion is important in the advice arena

clock 07 December 2022 • 1 min read
Paraplanning in 2022 — 'glorified admin' or a direct proxy for advice?

Your profession

Paraplanning in 2022 — 'glorified admin' or a direct proxy for advice?

A deep dive into the role paraplanners are playing in today’s advice world

clock 15 November 2022 • 6 min read
Industry must get over 'arrogance' to allow savings flexibility

Technology

Industry must get over 'arrogance' to allow savings flexibility

Advice firms must 'think digital first' to survive and thrive

clock 02 November 2022 • 2 min read
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