PFS
Adviser / Broking
A shortlist has been formed for advisers wishing to attend the independent protection training after the first two sessions were fully subscribed in less than a week.
11 August 2011
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Adviser / Broking
Dates have been confirmed for the Protection Review and Personal Finance Society's (PFS) independent protection training sessions.
04 August 2011
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Your profession
David Ingram, technical director at support services provider threesixty, has left the company to become an industry consultant.
01 August 2011
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Your profession
Bluefin Wealth Management's Patrick Murphy has been appointed chartered champion of the Personal Finance Society (PFS) for the Surrey region.
08 June 2011
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Investing in the profession
A Bluefin financial planner and the Personal Finance Society are developing a board game to introduce teenagers to the adviser profession as a career choice.
01 June 2011
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RDR
Suffolk Life's Claire Brooks offers advice on the areas of RDR still worrying advisers.
28 April 2011
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RDR
Joel Adams, joint-CEO of lift-financial and PFS Chartered Financial Planner of the Year 2010, says we shouldn’t fear RDR changes.
24 February 2011
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Your profession
Industry experts today expressed concerns advisers are still unsure of the post-RDR definition of independence.
27 January 2011
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Your profession
Just 10% of Personal Finance Society (PFS) members intend to exit the advice market post-RDR, according to the organisation's latest research.
20 January 2011
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Individual Protection
Support for an unbiased protection training academy is growing following the announcement that 17 industrywide companies have signed up to the first phase of the initiative.
29 November 2010
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