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PFS

Your profession

CII: Advisers good at doing CPD but struggle to record it

Advisers are typically very good at doing their 35 hours of continuing professional development (CPD) or more but they are struggling to stay on top of recording it, according to the Chartered Insurance Institute (CII).

clock 12 September 2013 •

Regulation

PFS' Keith Richards reveals advisers' biggest problem

Chief executive of the Personal Finance Society (PFS) Keith Richards has revealed the problem that is infuriating advisers most.

clock 27 August 2013 •

Investment

Advisers preferred choice of small firms post-AE

Advisers remain the preferred source of information for small firms when choosing a company pension, one year after the government's campaign for auto-enrolment first launched, new research suggests.

clock 27 August 2013 •

RDR

Keith Richards hails advisers' 'strength and quality'

Personal Finance Society (PFS) CEO Keith Richards has praised advisers for showing strength and resilience in the wake of the Retail Distribution Review (RDR), after Financial Conduct Authority (FCA) figures suggested intermediaries are re-entering the...

clock 15 August 2013 •

Regulation

PFS launches CPD support tool for advisers

The Personal Finance Society (PFS) has launched an online development tool aimed at helping advisers meet the minimum 35 hours continuing professional development (CPD) regulatory requirement.

clock 06 August 2013 •

Your profession

Tom Woolgrove elected as CII president

Tom Woolgrove has been elected as the 117th president of the Chartered Insurance Institute (CII) by members at its annual general meeting today.

clock 24 July 2013 •

Your profession

Outgoing CII president: Firms need to be ready for new meaning of Chartered

The outgoing president of the Chartered Insurance Institute (CII) is imploring her successor to take a closer look at the retail space and a reworking of what Chartered means in 2013.

clock 24 July 2013 •

Your profession

PFS: Advisers pushed out by RDR are returning

Hundreds of financial advisers who left client-facing duties at the end of last year due to new regulatory rules now appear to be returning to the industry, according to the Personal Finance Society (PFS).

clock 11 July 2013 •

Regulation

PFS: adviser fees should reflect higher professionalism

The Personal Finance Society (PFS) has called for a better recognition of the rising standards in the professional advice community on the back of recently published complaints figures.

clock 11 June 2013 •

Investing in the profession

Keith Richards' interview: raising your game

INTERVIEW

clock 30 May 2013 •
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