PFS Festival - All the award winners
- Wednesday, 02 November 2022
- Articles
Leeds-based The Private Office has scooped the Personal Finance Society’s Chartered Financial Planning Firm of the Year.
Read more...PFS Festival - Time to shout about profession
- Tuesday, 01 November 2022
- Articles
The new President of the Personal Finance Society Caroline Stuart has urged members to help build the profession by spreading the word about careers in Financial Planning and Paraplanning.
Read more...PFS Festival - Consumer Duty 'tougher' than TCF
- Tuesday, 01 November 2022
- Articles
The new FCA Consumer Duty will be much tougher than the previous Treating Customers Fairly regulatory principles, the FCA's director of consumers investment Therese Chambers told Financial Planners in a keynote speech at the two-day Festival of Financial Planning which got under way today.
Read more...CII and PFS hire digital and information chief
- Tuesday, 01 November 2022
- Articles
The Chartered Insurance Institute and its sister professional body for Financial Planners, the Personal Finance Society, have appointed Mathew Mallett as chief digital and information officer.
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