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PFS

Pensions

CII to launch new retirement exam unit

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

clock 20 February 2015 •

Your profession

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

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

clock 09 February 2015 •

Your profession

Zurich Life CEO Gary Shaughnessy joins PFS board

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

clock 05 February 2015 •

Regulation

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

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

clock 09 December 2014 •

Pensions

PFS chief: We need advice models we've never seen before

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.

clock 11 November 2014 •

Regulation

FCA roadshow presentations 'rated 9 out of 10' by advisers

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).

clock 21 October 2014 •

Regulation

PFS chief adds to calls for MAS and TPAS to consider name-change

The Personal Finance Society (PFS) has written to the Money Advice Service (MAS) and The Pensions Advisory Service (TPAS) to suggest they change their names to better reflect the services they offer.

clock 15 October 2014 •

Your profession

IFP CEO: 'I don't think advice has worked'

Chief executive of the Institute of Financial Planning (IFP) Steve Gazzard has hit out at the advice sector, saying it "hasn't worked", and that financial planning is much more important than advice.

clock 09 October 2014 •

Regulation

Treasury to set-up dedicated guidance guarantee brand distinct from TPAS

The Treasury is to establish a dedicated guidance guarantee operation for face-to-face meetings separate from The Pensions Advisory Service (TPAS), Michelle Cracknell has said.

clock 01 October 2014 •

Your profession

PFS' Richards to advisers: Stop anonymous comments

Advisers should stop posting negative comments about the industry from behind a cloak of anonymity, chief executive of the Personal Finance Society (PFS) Keith Richards has said.

clock 30 September 2014 •
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