Advisers report drop in new clients
- Thursday, 19 November 2020
- Articles
Almost four in ten financial advisers have reported a decrease in the number of clients looking to engage their services since the start of the Coronavirus pandemic, according to a new report.
Read more...New PFS videos to boost finance skills for pupils
- Friday, 13 November 2020
- Articles
The Personal Finance Society has launched a new library of virtual video courses for its ‘My Personal Finance Skills’ curriculum to boost financial education in schools.
Read more...CII to end SPS 'gap-filling' option for advisers
- Tuesday, 10 November 2020
- Articles
The Chartered Insurance Institute is to end ‘gap-filling’ as an option for financial advisers applying for a Statement of Professional Standing from the end of August 2021.
Read more...Paradigm Norton wins Chartered Firm of Year in PFS Awards
- Tuesday, 03 November 2020
- Articles
Bristol-based Paradigm Norton Financial Planning has won the Personal Finance Society’s Chartered Firm of the Year in the annual PFS Awards.
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