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.


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.


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.


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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