PFS

Industry experts today expressed concerns advisers are still unsure of the post-RDR definition of independence.

Just 10% of Personal Finance Society (PFS) members intend to exit the advice market post-RDR, according to the organisation's latest research.

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.

A national independent protection training academy has been formed by the Protection Review and Personal Finance Society (PFS).

Advisers preparing for the RO6 component of the Diploma in Financial Planning have been offered online support by Zurich UK Life.

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.

Advisory firms not actively preparing for the RDR will be considered investigation targets by the FSA, warns a City lawyer.

Former SimplyBiz managing director Ian Thorneycroft was posthumously awarded a 'significant contribution' gong at the Personal Finance Society (PFS) annual conference this week.

Founder and director of Wills & Trusts Independent Financial Planning David Batchelor reveals seven essential shifts in thinking to massively improve IFAs' profits.

The PFS's plans to publish a ‘plain English' version of the FSA's RDR guidance are to be applauded.