PFS

PFS launches Consumer Duty tool to identify adviser training needs

Consumer Duty

PFS launches Consumer Duty tool to identify adviser training needs

Firms can identify areas of improvement with the new tool

clock 19 February 2024 • 1 min read
Adviser urges focus on psychology in client relationships

Your profession

Adviser urges focus on psychology in client relationships

Advisers called to observe their clients’ personalities in financial planning

clock 14 February 2024 • 1 min read
Flying start: Getting a financial advice career off the ground

Your Business

Flying start: Getting a financial advice career off the ground

‘Building rapport and trust is essential when working with clients’

clock 13 February 2024 • 5 min read
Lack of ESG training and compliance among advice firms

Your Business

Lack of ESG training and compliance among advice firms

Only four in ten include ESG as part of their training and compliance regime

clock 12 February 2024 • 1 min read
PFS chief executive: 'We need to support advisers more'

Your profession

PFS chief executive: 'We need to support advisers more'

Don MacIntyre says the professional body needs to work closer with advisers

clock 17 January 2024 • 2 min read
More than 100 Chartered and Fellow PFS members graduate

Your profession

More than 100 Chartered and Fellow PFS members graduate

The trade body had its graduation ceremony on Friday 24 November

clock 27 November 2023 • 1 min read
Adviser who called for PFS board changes is 'still left with questions'

Your profession

Adviser who called for PFS board changes is 'still left with questions'

Alasdair Walker receives a reply from PFS CEO but still needs answers

clock 06 November 2023 • 2 min read
Advisers not receiving financial coaching training is 'outrageous'

Your profession

Advisers not receiving financial coaching training is 'outrageous'

‘Financial coaching skills are crucial for advisers’

clock 02 November 2023 • 1 min read
Advisers must 'evolve' to better engage with female clients

Your profession

Advisers must 'evolve' to better engage with female clients

Kirsty Anderson urges advisers to value female clients

clock 02 November 2023 • 1 min read
Adviser calls for 'change to PFS board structure' with open letter

Your profession

Adviser calls for 'change to PFS board structure' with open letter

Alasdair Walker sent an email to 600 PFS members on 27 October

clock 30 October 2023 • 3 min read