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Taskforce warns on vulnerability and sudden wealth

The Financial Vulnerability Taskforce, the industry body campaigning for better treatment of vulnerable clients, has launched a new guide to help planners work better with clients who are vulnerable due to experiencing ‘sudden wealth.’

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PFS members call for return of CEO role

Personal Finance Society members want the CEO role - held by Keith Richards until the position was axed last year - to be reinstated, according to the results of a major CII / PFS membership consultation.

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New report exposes family wealth fraud

A new 'elephant in the room' report has been published to draw attention to the little understood but growing problem of vulnerable but well off clients becoming victims of theft and fraud within families.

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Planners need to do more to support carer employees – PFS

The Personal Finance Society has said some personal finance employers, including Financial Planners, need to do more to make sure their employees with caring responsibilities are aware of their flexible working options.

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