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PFS

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 •

Your profession

CII removes exam on senior management qualification

The Chartered Insurance Institute (CII) has removed the requirement to sit an exam on its senior management qualification for financial planners (AF6).

clock 13 August 2015 •

Your profession

Board member, branch chairman, award winner: IFP members on CISI merger

PA speaks to professionals at every level of the IFP membership to find out what they think about it merging with the CISI

clock 07 August 2015 •

Your profession

Lloyds Bank director elected new CII president

Director at Lloyds Banking Group Robert Fletcher has been elected as the Chartered Insurance Institute's (CII) new president.

clock 23 July 2015 •

Regulation

PFS joins calls for policy levy to combat 'unsustainable' adviser fees

Professional adviser body the Personal Finance Society (PFS) has called for the introduction of a product levy to help reduce the regulatory cost for advisers.

clock 03 June 2015 •

Regulation

PFS chief warns on 'increasing danger' of unregulated activity

The danger of consumers falling into non-regulated financial advice is increasing and the government must act to increase protection for pensions freedom savers, the Personal Finance Society has said.

clock 26 May 2015 •

Your profession

PFS launches consumer education website with 22,000 strong adviser database

The Personal Finance Society (PFS) has launched a website to help consumers make better informed decisions about money.

clock 24 April 2015 •
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