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PFS

Your profession

IFP and PFS Conferences: All the 2010 award winners

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

clock 22 September 2010 •

Your profession

PFS Conference: Seven ways to increase your profits

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

clock 21 September 2010 •

Your profession

Blog: Is 'plain speaking' impossible on independent and restricted?

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

clock 21 September 2010 •

Economics / Markets

PFS Conference: Bootle predicts inflation will 'collapse' by 2013

Independent City economist Roger Bootle says soaring inflation fears are unfounded and UK CPI will 'collapse' by 2013.

clock 20 September 2010 •

Your profession

PFS Conference: CII to issue 'plain English' RDR guidance

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.

clock 20 September 2010 •

Your profession

PFS sends chartered 'champions' on UK promo tour

The Personal Finance Society (PFS) has appointed 21 financial planners as ‘Chartered Champions' to promote the professional status across the UK.

clock 13 August 2010 •

Regulation

Adviser quits CII after CPD row

A certified financial planner has fired a series of parting shots at the CII after quitting the organisation over threats to discipline him for failure to submit CPD records.

clock 04 August 2010 •

Your profession

How do professional bodies compare?

We take a look at what professional bodies offer their members and how much they charge for their services.

clock 28 July 2010 •

Regulation

PFS says principles-based approach to TC failed

The move by the FSA to revert back to a more prescriptive form of Training and Competence (TC) rules is a "clear indication" its principles-based approach failed, says the Personal Finance Society (PFS).

clock 07 June 2010 •

Your profession

CII launches RDR diploma offering 'immediate' results

A new RDR-compliant diploma which allows advisers to learn within 24 hours if they have passed or failed certain modules is being launched by the Chartered Insurance Institute (CII).

clock 28 April 2010 •
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