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PFS

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 •

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 •
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