Personal Finance Society

‘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'

The process of strengthening its governance functions was ‘interrupted'

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

Working together gives greater chance to ‘influence agenda’

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