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PFS

RDR

PFS crowns 4,000th Chartered planner

The Personal Finance Society (PFS) has reported a marked increased in the number of Chartered financial planners - with Imperial Financial Planning's Michael Doy lucky number 4,000.

clock 18 February 2014 •

Regulation

Advisers urged to address latent demand for advice

There is an increasing need to educate the public on the value of face-to-face professional financial advice, according to the Chartered Insurance Institute (CII).

clock 14 February 2014 •

Investing in the profession

PFS launches panel to direct consumer confidence work

The Personal Finance Society (PFS) has established a 'consumer insight panel' to help guide its work on improving consumer confidence and trust in financial advice.

clock 04 February 2014 •

RDR

Zurich pushes sales staff to be QCF Level 4 qualified

Insurer Zurich is training its sales staff to obtain the same minimum qualification level as that required of the advisers they speak to.

clock 27 November 2013 •

Your profession

Fresh Blood: Is there enough new talent entering the industry?

NEXT GENERATION

clock 21 November 2013 •

RDR

Unregulated 'advisers' still preying on 'oblivious consumers', warns IFA

Consumers are oblivious to the 'bigger industry picture' and are easy targets for unregulated 'advisers' who sell them risky products while collecting commission, an IFA has warned.

clock 20 November 2013 •

Regulation

Quick quiz of the week's news #16

QUICK QUIZ

clock 08 November 2013 •

Your profession

PFS chartered awards: All the winners

The winners of this year's Personal Finance Society (PFS) chartered awards were revealed at a gala dinner last night at the ICC in Birmingham.

clock 08 November 2013 •

Your profession

Chartered PFS members get 20% PI discount

Chartered members of the Personal Finance Society (PFS) will get a 20% discount on professional indemnity (PI) insurance from Howden Insurance Brokers.

clock 08 November 2013 •

Investing in the profession

PFS Conference: Consumer groups risk 'public disservice' with skewed financial services info

Consumer groups must give the public a balanced view of financial services or they risk doing large numbers a disservice, Keith Richards believes.

clock 07 November 2013 •
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