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PFS

Investment

Better Business: Take your place in the professional world

Mark Benson, technical manager at WAY Investment Services, says there are various ways IFAs can prepare for the increase in the minimum qualification level proposed in the RDR...

clock 07 January 2010 •

Your profession

PFS warning on charities offering free 'financial advice'

Charities should be wary of offering free ‘financial advice' and will writing services to people in exchange for legacy donations, says the PFS.

clock 11 November 2009 •

Your profession

'Independent' label difficult to enforce-Tenet

Enforcement of the broadened definition of independent adviser status laid out in the RDR is likely to be "very difficult", says Tenet's distribution and development director Keith Richards.

clock 30 October 2009 •

Regulation

PFS breaks 25,000 membership barrier

The Personal Finance Society (PFS) says the growing need to raise standards has helped it gain over 25,000 members since its creation in 2005.

clock 03 September 2009 •

Your profession

FSA to monitor 'soft' commission; Mulled 'financial wizard' label

The FSA today says it will "reinforce" its stance on non-monetary benefits, or ‘inducements', offered to advisers by product providers.

clock 10 July 2009 •

Your profession

PFS MoneyPlan scheme hailed a success

A joint two year scheme between the Personal Finance Society (PFS) and Citizens Advice Bureaux (CAB) has been hailed a success.

clock 10 June 2009 •

Your profession

Schoolkids think ISA is an iPod accessory - PFS

The Personal Finance Society (PFS) has pledged to raise financial awareness among young people after research suggested hundreds of thousands of school leavers think an ISA is an accessory for an iPod.

clock 11 May 2009 •

Individual Protection

Targeting consumer needs

Last month the Income Protection (IP) Task Force published White Paper II outlining the Task Force's thoughts on the current state of the IP market, Peter Carvill examines what consumers need and how the Task Force will respond to them in light of this....

clock 01 May 2009 •

Your profession

PFS unveils IFA diploma study groups

The Personal Finance Society (PFS) is rolling-out a series of regional study groups to help its members prepare for the Diploma in Financial Planning exams.

clock 09 April 2009 •

Your profession

PFS announces annual conference dates

The Personal Finance Society (PFS) will hold its fifth annual conference in London on 25-26 November.

clock 09 April 2009 •
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