PFS adds Consumer Duty ‘toolkit’ for members

The Personal Finance Society, the 40,000 member professional body for Financial Planners, has launched a “practical toolkit” to help members embed the FCA’s new Consumer Duty requirements which begin on Monday (31 July).

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CII adds 5 more directors to PFS board

The Chartered Insurance Institute has added 5 more directors to the Personal Finance Society (PFS) board.

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PFS appoints interim President and 2 new directors

The Personal Finance Society has selected Barclays Wealth Chartered Financial Planner Anthony Ward as its new interim President and appointed two new member directors to its board.

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PFS adds new Consumer Duty hub for members

The PFS has launched a new Consumer Duty ‘resource’ hub to help Financial Planning members meet the new regulatory requirements arriving next month.

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