PFS

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

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.

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...

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.

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

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

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

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.

Suffolk Life's Claire Brooks offers advice on the areas of RDR still worrying advisers.

Joel Adams, joint-CEO of lift-financial and PFS Chartered Financial Planner of the Year 2010, says we shouldn’t fear RDR changes.