PFS
Individual Protection
A national independent protection training academy has been formed by the Protection Review and Personal Finance Society (PFS).
21 October 2010
•
RDR
Advisers preparing for the RO6 component of the Diploma in Financial Planning have been offered online support by Zurich UK Life.
18 October 2010
•
Your profession
Advisory firms not actively preparing for the RDR will be considered investigation targets by the FSA, warns a City lawyer.
01 October 2010
•
Investment
Advisers need to budget profits as an essential ‘cost', on a par with rent and staff wages, or risk going out of business, warns the head of financial planning at Macquarie Bank UK.
01 October 2010
•
Your profession
Former SimplyBiz managing director Ian Thorneycroft was posthumously awarded a 'significant contribution' gong at the Personal Finance Society (PFS) annual conference this week.
22 September 2010
•
Your profession
Founder and director of Wills & Trusts Independent Financial Planning David Batchelor reveals seven essential shifts in thinking to massively improve IFAs' profits.
21 September 2010
•
Your profession
The PFS's plans to publish a ‘plain English' version of the FSA's RDR guidance are to be applauded.
21 September 2010
•
Economics / Markets
Independent City economist Roger Bootle says soaring inflation fears are unfounded and UK CPI will 'collapse' by 2013.
20 September 2010
•
Your profession
The Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) will publish a 'plain English' version of the FSA's RDR guidance next year, because it says many advisers are still 'very unsure' about how to comply with the new rules.
20 September 2010
•
Your profession
The Personal Finance Society (PFS) has appointed 21 financial planners as ‘Chartered Champions' to promote the professional status across the UK.
13 August 2010
•
