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PFS launches sustainable advice standards panel

The Personal Finance Society, the 40,000-member professional body for Chartered Financial Planners, has launched a new expert panel to boost sustainable financial advice standards.

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PFS adds ESG short course for advisers

The Personal Finance Society and Chartered Insurance Institute have launched a new Environmental Social Governance (ESG) short course for Financial Planners and advisers.

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PFS National Conference moves to Wales

 

The Personal Finance Society (PFS), the 40,000-member professional body for Chartered Financial Planners, is to hold its 2023 National Conference at the new International Convention Centre near Newport, Wales.

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PFS's Matt Connell: Regulatory risks

In this exclusive column, Matthew Connell, director of policy and public affairs for the Personal Finance Society, looks at why the Consumer Duty is not the 'be-all and end-all' for Financial Planners this year. This edited article first appeared in Financial Planning Today magazine (July-Aug issue).

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