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PFS

Investing in the profession

CII: Advisers are pessimistic about skills outlook

A growing number of financial advisers believe the UK will suffer a skills shortgage within the next decade, according to a study by the Chartered Insurance Institute (CII).

clock 09 September 2011 •

Your profession

This week's Movers & Shakers

It has been another busy week in the world of financial services...

clock 09 September 2011 •

Investing in the profession

Former Bluefin director Everill named PFS president

Jon Everill, a former director at Bluefin and a co-founder of Destini, has been voted in as the new president of the Personal Finance Society (PFS).

clock 07 September 2011 •

RDR

Independent or restricted? Read these guidelines to help you decide

The Personal Finance Society yesterday issued its interpretation of the rules regarding the status of advice post-retail distribution review(RDR).

clock 07 September 2011 •

RDR

Why independent v restricted makes no sense

A financial services marketing expert has suggested consumers care very little about the status of their adviser and criticised the FSA's choice of terminology on the issue.

clock 06 September 2011 •

Investing in the profession

RDR and qualifications: The definitive Q&A

Advisers are now largely clear on what they need to do to meet the requirements of the Retail Distribution Review (RDR) from 1 January 2013. However, there are still a few queries arising, particularly regarding less conventional scenarios. The Personal...

clock 25 August 2011 •

Adviser / Broking

'Amazing' demand for unbiased training requires adviser shortlist

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.

clock 11 August 2011 •

Adviser / Broking

Dates confirmed for unbiased protection training

Dates have been confirmed for the Protection Review and Personal Finance Society's (PFS) independent protection training sessions.

clock 04 August 2011 •

Your profession

David Ingram quits threesixty for consultancy work

David Ingram, technical director at support services provider threesixty, has left the company to become an industry consultant.

clock 01 August 2011 •

Your profession

Bluefin adviser appointed PFS champion for Surrey

Bluefin Wealth Management's Patrick Murphy has been appointed chartered champion of the Personal Finance Society (PFS) for the Surrey region.

clock 08 June 2011 •
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