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PFS

Tony mudd roi 1 230x142
Tony Müdd: Why I was dismayed by ITN's PFS-funded Financial Wellbeing film

‘I am not annoyed, just disappointed’

  • Adviser / Broking
  • 30 November 2020
PFS on FCA guidance: 'Serving vulnerable clients not a one-off process'
PFS on FCA guidance: 'Serving vulnerable clients not a one-off process'

‘Vulnerability comes in many forms’

  • Regulation
  • 24 July 2019
PFS launches toolkit to help advisers 'shout' about Chartered status
PFS launches toolkit to help advisers 'shout' about Chartered status

'Increase visibility'

  • Regulation
  • 09 July 2019
PFS simplifies Chartered status application process
PFS simplifies Chartered status application process

Corporate Chartered changes from 2020

  • Adviser / Broking
  • 02 July 2019
CII appoints Nick Turner as board president
CII appoints Nick Turner as board president

Former PFS president

  • Regulation
  • 26 June 2019
Zurich Life CEO Gary Shaughnessy joins PFS board

Zurich Life chief executive Gary Shaughnessy has joined the board of the Personal Finance Society (PFS) as an adviser.

  • Insurer
  • 05 February 2015
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.

  • Regulation
  • 26 August 2014
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.

  • Marketing
  • 04 June 2014
PFS doubles number of qualifying members

The number of Personal Finance Society (PFS) members who have qualified for associate, fellowship or chartered status has more than doubled over the last year, reaching 1,570 graduates in the 18 months to June this year.

  • Adviser / Broking
  • 08 October 2013
PI insurance uncovered: the PFS buyer's guide

Professional indemnity insurance guide for mortgage advisers choosing cover

  • Adviser / Broking
  • 03 April 2013
'Amazing' demand for unbiased training requires adviser shortlist

A shortlist has been formed for advisers wishing to attend the independent protection training after the first two sessions were fully subscribed in less than a week.

  • Adviser / Broking
  • 11 August 2011
Dates confirmed for unbiased protection training

Dates have been confirmed for the Protection Review and Personal Finance Society's (PFS) independent protection training sessions.

  • Adviser / Broking
  • 04 August 2011
Protection academy receives industrywide backing

Support for an unbiased protection training academy is growing following the announcement that 17 industrywide companies have signed up to the first phase of the initiative.

  • Individual Protection
  • 29 November 2010
Protection academy to launch next year

A national independent protection training academy has been formed by the Protection Review and Personal Finance Society (PFS).

  • Individual Protection
  • 21 October 2010
It's the final countdown

The Retail Distribution Review has set the clock ticking for those giving regulated advice and sales guidance on retail products, says Matt Smith

  • Adviser / Broking
  • 01 March 2010
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....

  • Individual Protection
  • 01 May 2009

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