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PFS

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 •

Your profession

Analysis: The changing face of IFAs

The introduction of financial education into schools and colleges has raised the suggestion a career path to financial advice is emerging, which could give the sector "new blood" and boost its image as a profession.

clock 09 February 2006 •

Your profession

PFS to launch major consumer campaign

The Personal Finance Society (PFS) will spend at least £1m in 2006 in its first major drive to communicate the role of the professional body to the financial services industry to consumers.

clock 22 November 2005 •

Your profession

IFP drops threat of legal action over Chartered status

The Institute of Financial Planning (IFP) has backed down in its fight against the Chartered Insurance Institute (CII) over the new Chartered Financial Planner title.

clock 15 November 2005 •

Investment

PFS launches A-Day seminars

The Personal Finance Society (PFS) has announced it will be holding a series of country-wide, half-day technical seminars on pensions planning pre and post A-Day, between October and December.

clock 10 October 2005 •
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