PFS and CII unveil global ESG qualifications
In a bid to meet rising demand in the retail investment sector
PFS
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£2bn jobs scheme to ‘open up’ UK advice sector
Firms previously did not have funding to bring through the next generation of professionals
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Building a European community of advisers
UK planners can still play a key part – despite Brexit
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Will pandemic-induced drawdown cause depleted retirement pots?
As 51% of Brits aged 55 and over admit they know little about the pension freedoms rules
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Temporary mini-bond marketing ban to be made permanent
FCA demanded firms stop advertising to retail clients following growing concerns and failures
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17% of PFS and CII members to work remotely post covid-19
Advice firms will need to have ‘key conversations’ about what is best for clients after the pandemic
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More than 700 advisers exited the DB pension transfer market
The FCA is carrying out 30 enforcement investigations
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FCA survey on advice firm financial resilience welcomed
As the UK watchdog looks to assess the impact of covid-19
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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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Ease PI burden on advisers, PFS urges
It has also asked the UK taxman to consider ‘acting as reinsurer of last resort for cover’
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PFS launches financial education website for schools
More than 900 members advisers have signed up to be ambassadors of its pro-bono initiative
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PI premiums are back with a vengeance
One advice firm saw its 2020 cover rise by 400% despite no claims or DB transfers