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Personal Finance Society

Regulation

PFS launches toolkit to help advisers 'shout' about Chartered status

'Increase visibility'

clock 09 July 2019 • 1 min read

Technology

Robo's opportunities and risks for advisers - Keith Richards

'Algorithms can only go so far'

clock 24 February 2017 • 2 min read

Regulation

PFS reports post-RDR membership surge

Membership of the Personal Finance Society (PFS) has reached more than 35,000, with more than 1,000 people joining in the past year.

clock 26 August 2014 •

Marketing

PFS relaunches adviser directory

The Personal Finance Society (PFS) has said it wants to put accredited financial advisers "at the public's fingertips" with the relaunch of its adviser directory.

clock 04 June 2014 •

Adviser / Broking

PFS: Advisers pushed out by RDR are returning

Hundreds of financial advisers who left client-facing duties at the end of last year due to new regulatory rules now appear to be returning to the industry, according to the Personal Finance Society (PFS).

clock 11 July 2013 •

Individual Protection

Advisers keen to ditch multi-application processes

A quarter of protection advisers at a recent industry body training session said they were keen to ditch multi-application approaches in favour of more efficient pre-underwriting processes.

clock 18 April 2013 •

Marketing

Protection Review adviser training days going fast

The Personal Finance Society has announced three new adviser training dates, hosted by the Protection Review.

clock 06 March 2013 •

Regulation

Wheatley to run 'politically savvy' FCA

The Financial Conduct Authority (FCA) will be run as a consumer champion and not for the benefit of member firms, according to a leading regulatory lawyer.

clock 09 November 2012 •
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