Tag: PFS

Personal Finance Society President chairs inaugural Financial Planning Practitioner Panel

As part of the Society’s focus on good practice sharing, incoming Personal Finance Society (PFS) president, Sharon Sutton, recently chaired the first meeting of a new Financial Planning Practitioner Panel.

Re-evaluation test for adviser market

The FCA’s Retail Investments team has collaborated with The Chartered Insurance Institute (CII) to create a re-evaluation test of the knowledge required to practise as a retail investment adviser.

Developing relations with PFS committees

Many local institutes engage with their PFS members to deliver events that support their learning and development.

In response to an article on New Model Adviser/Citywire

In response to an article on New Model Adviser/Citywire this week which carries the headline: CII Plot to deregister the PFS.