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PFS

Your profession

Put finance on par with geography in schools - ifs

The ifs School of Finance has called on the Qualifications and Curriculum Authority (QCA) to put financial education lessons in schools on the same level as established subjects like geography and history.

clock 03 August 2007 •

Your profession

Finance in schools should be compulsory - PFS

The Personal Finance Society is urging the Government to make school lessons in financial education mandatory.

clock 11 July 2007 •

Technology

PFS analyses adviser use of wraps

The Personal Finance Society has launched a survey into the use of wraps in the retail investment market to aid its ongoing discussions with the Financial Services Authority on wrap platforms.

clock 11 April 2007 •

Your profession

Towry Law sets 2008 qualification deadline

IFA firm Towry Law has announced it expects all 200 wealth advisers to have achieved the Chartered Insurance Institute's Diploma in Financial Planning as a minimum benchmark qualification by the end of 2008.

clock 05 April 2007 •

Your profession

Ellis to hand over PFS role

John Ellis, head of public affairs at the Personal Finance Society, is leaving the organisation after a transitional period and will be replaced by Barclays' David Thomson.

clock 16 March 2007 •

Your profession

PFS calls for generic advice volunteers

The Personal Finance Society has written to its members urging them to get involved in its project with the Citizens' Advice Bureau to provide generic financial advice on a volunteer basis.

clock 12 March 2007 •

Protection

IP revival requires adviser view change

Customers are frequently sold inappropriate protection because adviser views are formed by product marketers and ease of sale, rather than fact find and suitability for client, according to the Income Protection Taskforce.

clock 18 December 2006 •

Your profession

Nicholls replaces Steeples as head of PFS

Carole Nicholls has taken over from Brian Steeples as the new president of the Personal Finance Society.

clock 06 November 2006 •

Technology

Jetsetting through the conference circuit

I've just emailed my presentations to the organisers of PIMS International which takes place later this week. And in a couple of weeks' time, just after the Institute of Financial Planning's Conference in the Midlands, I'm off to the Asia-Pacific Financial...

clock 28 September 2006 •

Your profession

Aifa puts with-profits stake in the ground

The Association of Independent Financial Advisers (Aifa) has announced it will collect evidence on with-profits in the first stage of its ‘stakes in the ground' initiative, which aims to protect advisers in the event of future complaints.

clock 08 June 2006 •
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