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PFS

Your profession

MAS apologises to PFS over adviser ethics comments

The Money Advice Service (MAS) has issued an apology to members of the Personal Finance Society (PFS) after seemingly questioning adviser ethics in a speech earlier this month.

clock 29 September 2014 •

Your profession

MAS chief Rookes 'clarifies' remarks about adviser ethics

Money Advice Service (MAS) chief executive Caroline Rookes did "not intend" to put the ethics of financial advisers in question, the service said following a raft of criticism from the industry.

clock 24 September 2014 •

Your profession

PFS elects paraplanner Cathi Harrison to board

The Personal Finance Society (PFS) has elected Cathi Harrison, who founded outsourced paraplanning business Para-Sols five years ago, to its board of directors.

clock 23 September 2014 •

Your profession

You can't please all of the people all of the time... Advisers' views on APFA 15 years on

You can’t please all of the people all of the time... Advisers' views on APFA 15 years on

clock 18 September 2014 • 6 min read

Your profession

PFS names IFA firm MD David Thomas as president

The Personal Finance Society (PFS) has named the managing director of Chartered IFA Chadney Bulgin David Thomas as its president for 2014/15.

clock 16 September 2014 •

RDR

PFS reports post-RDR membership surge

Membership of the Personal Finance Society (PFS) has reached more than 35,000, with more than 1,000 people joining in the past year.

clock 26 August 2014 •

RDR

FCA warns firms on 'self-defeating' transactions

The Financial Conduct Authority (FCA) is reminding advisory businesses to beware "self-defeating transactions" when totting up the total charges clients are being asked to pay.

clock 14 August 2014 •

Pensions

RP: Five things you might have missed

In this week's Retirement Planner news round-up we highlight five key stories you might have missed over the past seven days

clock 12 August 2014 •

Your profession

PFS revives pro bono advice project with Citizens Advice

The Personal Finance Society (PFS) has revived its joint scheme with Citizens Advice and plans to roll out pro bono advice across 100 of the organisation's branches with the "capacity to expand further".

clock 11 August 2014 •

Investing in the profession

PFS members angry at being left off new adviser database in 'start of two-tier membership'

Advisers have accused the Personal Finance Society (PFS) of creating a "two-tier membership" after it emerged some will be left out of the new version of the organisation's adviser database and will not have the same details displayed on their profiles...

clock 08 August 2014 •
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