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.

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

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.

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

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.