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PFS

Regulation

Trustees: We already do better than Osborne's 'guidance guarantee'

Many trust-based DC pension schemes already offer more than the ‘guidance guarantee' to their members and are worried about being forced to ‘dumb down' standards, according to the National Association of Pension Funds (NAPF).

clock 14 April 2014 •

Pensions

Advisers to play key role in PFS plans for Budget 'guidance guarantee'

Financial advisory businesses will be invited to play central roles in providing information, guidance and advice to retirees following the far-reaching changes announced at Budget 2014, under plans being devised by the Personal Finance Society (PFS)....

clock 10 April 2014 •

Regulation

Accredited bodies disappointed by FCA fee findings

The Institute of Financial Planning (IFP) and Personal Finance Society (PFS) have said they are disappointed by Financial Conduct Authority (FCA) findings suggesting advisory firms, wealth managers and private banks are failing to disclose their fees...

clock 08 April 2014 •

Regulation

PFS proposes retirement advice 'voucher system' funded by fines

The Personal Finance Society (PFS) was investigating establishing a National Retirement Advice Service before the Chancellor's Budget promise and believes an advice voucher system could be set up funded by redistributing regulatory fines.

clock 07 April 2014 •

Regulation

Keith Richards: The little-known meeting that might just bring trust back

Keith Richards on the little-known meeting that might just bring trust back

clock 11 March 2014 •

Your profession

Dozen bodies unite to piece together fragmented industry

A dozen financial services organisations have met to discuss their concerns and share their objectives and initiatives in an attempt to "harness the untapped potential of working collaboratively".

clock 24 February 2014 •

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 •
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