PFS consolidates tools to help advisers with Consumer Duty
Regulatory environment is ‘characterised by heightened scrutiny and challenge’
PFS
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Former PFS director expresses concerns over members’ reserves in letter to Board chair
Following a series of resignations at the CII
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PFS creates panel to set standards around sustainable financial advice
It will give advice on climate change and sustainability goals
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PFS and CII launch ESG course for advisers
It will count for 12 hours of CPD
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PFS publishes Consumer Duty toolkit
In a bid to help firms develop beyond minimum requirements
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PEOPLE MOVES: EFG Int’l, Old Mill, Omnis Investments
Financial services group names CEO of private bank, as wealth manager makes c-suite change
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PFS directors resign over ongoing CII dispute
Chartered Insurance Institute accused of ‘bullying and intimidation’
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CII unveils five-year strategic plan
Professional body said it may expand its footprint globally
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PFS unveils independent governance review
CEO of the professional body says findings and suggestions will help ease members’ concerns
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How easy is it for advisers to switch professional bodies?
Recent PFS/CII controversy has left some assessing their options
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PFS members urged to share views on CII board takeover
As trade body extends consultation deadline with aim to ‘reach a compromise’
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CII to pilot new financial planning test format
Amid simmering tensions with the PFS as members look to jump ship to rival professional bodies