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PFS

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 •

Your profession

PFS confirms Webb and Flanders as conference speakers

Pensions minister Steve Webb and JP Morgan chief market strategist and ex-BBC economics editor Stephanie Flanders have been confirmed as two of the keynote speakers at this year's Personal Finance Society (PFS) national conference.

clock 15 July 2014 •

Investing in the profession

Does the advice market need an industry-led apprentice scheme?

Does the advice market need an industry-led apprentice scheme?

clock 13 June 2014 •

Your profession

PFS and TISA to launch client ownership principles

The Personal Finance Society (PFS) and Tax Incentivised Savings Association (TISA) are consulting on a protocol designed to provide clarity surrounding the treatment of client relationships between a firm and individual advisers.

clock 12 June 2014 •
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