PFS to help Planners thwart Coronavirus scams

The Personal Finance Society has launched a campaign to encourage Financial Planners to share warning signs of Coronavirus scams with their clients.

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Nearly half of adviser firms furlough staff

Preliminary findings from Financial Planning Today’s annual Financial Planning Survey - currently under way - suggest that nearly half of Financial Planning, Paraplanning and adviser firms have furloughed some staff.

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Planners back e-mentoring scheme amid pandemic

The Personal Finance Society’s e-mentoring scheme saw a surge in interest from Financial Planners as Coronavirus restrictions were introduced.

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Financial Planners to stick with remote working

Only 12% of Financial Planners and insurance professionals think they will return to the way they worked before the global Covid-19 pandemic, according to a new survey.

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