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PFS

Companies

Zurich appoints interim UK Life CEO after Shaughnessy promotion

Insurer Zurich has appointed Jim Sykes as interim head of its UK Life business after Gary Shaughnessy was moved to head the global division.

clock 16 December 2015 •

People

Gary Shaughnessy named Zurich Global Life CEO

The chief executive of Zurich's UK Life division, Gary Shaughnessy, has been promoted to head the division globally.

clock 14 December 2015 •

Companies

Phil Billingham replaces Ingram on Beaufort board

He will be a non-executive director

clock 02 December 2015 •

Regulation

PFS: 'Insistent' clients must take responsibility for actions

Independent risk warning could indemnify adviser against possible claim, body suggests

clock 24 November 2015 •

People

Simon Glazier named Chartered Financial Planner of the Year

Carbon Financial Partners picks up the corporate award

clock 03 November 2015 •

Adviser tips

PFS brings in MDRT speaker to teach 'soft skills' to members

PFS launches series of adviser workshops

clock 09 October 2015 •

Technology

PFS CEO Keith Richards: Time to focus on quantity not just quality

Robo-advice should be embraced by advisers as a complementary tool to help them - and not a threat - according to chief executive of the Personal Finance Society Keith Richards.

clock 01 October 2015 •

Your profession

Brendan O'Ciobhain named PFS president

The Personal Finance Society (PFS) has named Chartered financial planner and managing director of Phoenix Wealth Management Brendan O'Ciobhain as president for 2015/16.

clock 22 September 2015 •

Regulation

Talking Heads: Should advisers include 'cost of regulation' in fees breakdown?

Should advisers include 'cost of regulation' in fees breakdown?

clock 21 August 2015 • 5 min read

Your profession

IFP-CISI deal could see launch of Level 4 financial planning qualification

A merger between the Institute of Financial Planning (IFP) and Chartered Institute for Securities & Investment (CISI) could see the launch of a QCF Level 4 financial planning qualification.

clock 14 August 2015 •
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