Advisers report drop in new clients

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.

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Newsmakers: PFS President Sarah Lord on levy fees crisis

New Personal Financial Society President Sarah Lord FPFS has spoken exclusively to Financial Planning Today about the work the professional body is doing to tackle rising FSCS levy fees and her thoughts on what makes Financial Planners special.

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New PFS videos to boost finance skills for pupils

 

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.

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Paradigm Norton wins Chartered Firm of Year in PFS Awards

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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