Flexible working and digital tools key for advisers
- Thursday, 01 April 2021
- Articles
Flexible working and digital transformation were the key focuses for financial advice businesses surveyed by the Personal Finance Society and Chartered Insurance Institute in March.
Read more...Advisers struggle to discuss vulnerability with clients
- Tuesday, 16 March 2021
- Articles
A poll of Chartered Insurance Institute and Personal Finance Society members has revealed that the biggest barrier financial professionals face when trying to help consumers was being able to openly discuss vulnerability with them.
Read more...PFS to review apprenticeship standards
- Friday, 12 February 2021
- Articles
The Personal Finance Society and parent body the Chartered Insurance Institute are asking Financial Planners and Paraplanners to help review apprenticeship standards.
Read more...Paraplanner qualifies as PFS Fellow at 21
- Tuesday, 26 January 2021
- Articles
A 21-year-old Paraplanner has qualified as one of the youngest ever Personal Finance Society Fellows.
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