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Personal Finance Society

Disjointed adviser tech is 'completely unacceptable'

Technology

Disjointed adviser tech is 'completely unacceptable'

Advisers looking for innovation in all the wrong places

clock 01 November 2022 • 2 min read
Advice firms' growth ambitions 'slow' in 2022, report finds

Your Business

Advice firms' growth ambitions 'slow' in 2022, report finds

Advice firms seem ‘increasingly cautious’ after period of change

clock 29 September 2022 • 2 min read
'Essential' to tackle ageing adviser problem, says new PFS president

Adviser tips

'Essential' to tackle ageing adviser problem, says new PFS president

Stuart states industry should be ‘as diverse as the public we serve’

clock 26 September 2022 • 1 min read
PFS accepts SOLLA accreditation for Fellowship status 

Your profession

PFS accepts SOLLA accreditation for Fellowship status 

‘Engagement skills and technical expertise’ 

clock 06 September 2022 • 2 min read
'A focus on price at the expense of value will undermine the objectives of the Consumer Duty': Industry reacts to final rules

Regulation

'A focus on price at the expense of value will undermine the objectives of the Consumer Duty': Industry reacts to final rules

Measurable value assessments

clock 27 July 2022 • 6 min read
PFS reinstates chief executive role; hunts for interim CEO

People

PFS reinstates chief executive role; hunts for interim CEO

'New candidate in place before end of summer'

clock 12 July 2022 • 1 min read
PFS pushes for rethink of FCA's £71.2m British Steel compensation scheme

Trade Bodies

PFS pushes for rethink of FCA's £71.2m British Steel compensation scheme

Challenging lump-sum approach

clock 28 June 2022 • 3 min read
Standard Life writes to adviser's client claiming firm 'no longer authorised'

Companies

Standard Life writes to adviser's client claiming firm 'no longer authorised'

‘A dispiriting experience’

clock 06 June 2022 • 2 min read
Continuum: Assets increase 20% in Q1

Your Business

Continuum: Assets increase 20% in Q1

Up to £1.52bn

clock 28 April 2022 • 2 min read
CII's Ambassadors in Action conference set to mark 125th anniversary

Your profession

CII's Ambassadors in Action conference set to mark 125th anniversary

Discuss feedback on consultation

clock 10 March 2022 • 2 min read
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