Why wealth firms should make mental health a priority
‘No one should struggle alone with their mental health’
Keith Richards
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Former PFS CEO sets up financial services professional body
Keith Richards has joined forces with a number of industry veterans to help advice firms implement the Consumer Duty
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‘Consistent standards’ needed to protect vulnerable clients
PFS chief executive says advisers can ‘offer balance and scrutiny’ with financial decisions
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40% of advisers forced to hike DB transfer fees
‘Access to affordable pension transfer advice is likely to get far worse for consumers’
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PFS unveils financial vulnerability taskforce
To promote a ‘greater understanding of clients’
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PI cover rise for 95% of PFS members with DB permissions
Over a third of financial advisers saw their premiums soar by more than 50%
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How much has covid forced financial plans to change?
27% of advisers said clients have reduced how much they save and spend each month
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Advice firm sees 140% increase in regulatory fees
Industry needs to brace itself because ‘the prospect of any change soon is extremely unlikely’
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Financial advisers can defer CPD to next year
While BMO Global Asset Management rolls out CPD tracking tool
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Personal Finance Society to launch in Asia
Following ‘massive demand for financial planning, qualifications and ongoing CPD’
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UK lifeboat scheme levy model a ‘broken system’
As economic secretary to the Treasury passes the buck to the regulators for action
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Professional body puts financial education on the agenda
PFS workshops aim to reach even more pupils in 2020