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Over 100 expert speakers will take the stage at this year’s Personal Finance Society (PFS) Festival of Financial Planning, in a programme set to deliver impact with insight from across the profession. The largest professional body for the Financial Planning community expects to welcome over 3,000 delegates to the two-day event at the NEC in Birmingham in November, with many of the sessions led by PFS members.
The Chartered Insurance Institute (CII) has published new guidance to support insurance and personal finance firms in managing data relating to customers in vulnerable circumstances. The Data Privacy for Customers in Vulnerable Circumstances guide clarifies in practical terms how customer vulnerability-related data can be managed in compliance with UK data protection requirements and the Financial Conduct Authority’s (FCA) Consumer Duty.
The feedback we have received from attendees of this year’s CII Network Conference has been overwhelmingly positive. We’d like to thank everyone who attended, and your institute for its continued support.
This month we're introducing CPD Light Bites. These are short 5-minute courses to highlight an important topic in the profession, ready for you to share and discuss with your members.