PFS

An advice firm consolidator is requiring all of its advisers to attain Chartered status, requiring Level 6 qualifications - two grades above the minimum.

The Personal Finance Society (PFS) is in discussions with the regulator and government to introduce additional safeguards to defined benefit (DB) pension transfers where the client wants to act against the advice they received.

The chief executive of the Chartered Insurance Institute (CII), the parent of adviser body the Personal Finance Society (PFS), has announced he is to step down.

The Personal Finance Society (PFS) has launched an online space to share good practice guides with advisers.

The Chartered Insurance Institute (CII) is to launch a new voluntary exam for advisers wanting to prove their competence around the new pension rules.

This week's events, hires (and a joke)

Zurich Life chief executive Gary Shaughnessy has joined the board of the Personal Finance Society (PFS) as an adviser.

Due diligence: What does the regulator really want from advisers?

Financial advisers are willing and able to break through the "perceived barriers" to at-retirement advice by inventing simpler offerings, chief executive of the Personal Finance Society (PFS) Keith Richards has said.

Advisers have rated Financial Conduct Authority (FCA) presentations above 90% for the second quarter in a row, according to a survey by the Personal Finance Society (PFS).