professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Professional Adviser IQ
  • Events
  • More

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

    • Cost of Living
    • Partner Insight
    • Professional Adviser IQ

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
    • Investment IQ
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

PFS

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 •

Your profession

PFS suggests "financial planner" label reflects advisers' job description

The Personal Finance Society welcomes the new Chartered Financial Planner title and says IFAs have "nothing to worry about" in response to concerns it will puzzle consumers.

clock 14 September 2005 •

Investment

Industry question prospect of contracting-out mis-selling

Industry comments are mixed regarding a possible investigation by the FSA over mis-selling claims on contracting-in and out of the state second pension, previously known as Serps.

clock 23 August 2005 •

Investment

PFS tracks Lord Coe for inaugural conference

The Personal Finance Society will host its inaugural Conference, following its merger between Insurance Association (LIA) and the Society of Financial Advisers (SOFA) at the start of the year.

clock 01 August 2005 •

Your profession

High pass rate on pensions simplification exam

Nineteen out of every 20 candidates have passed the first exam for the new CII pensions simplification update programme.

clock 10 May 2005 •
434445
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=pfs