PFS and research firm to boost planner tech knowledge

The Personal Finance Society and the Financial Technology Research Centre are to jointly hold a new workshop for Financial Planners to highlight how the latest technology can help transform their businesses and boost service to clients.

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Tributes paid as Chartered Financial Planner dies aged 45

Tributes have been paid after Chartered Financial Planner Tim Ames died on Christmas Eve aged 45 after a short illness.

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Square Mile hires PFS member as business development director

Seasoned industry professional and PFS member John Lester has been hired by City-based investment consulting firm Square Mile as its new business development director.

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Trainee planner appointed ‘youngest ever’ PFS Fellow at 21

A 21-year-old has been appointed a PFS Fellow and was said by his firm to be the youngest ever to be awarded the accolade.

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