Experts unite to set up Pensions Advice Taskforce
The UK’s Personal Finance Society has formed a taskforce to help provide strategic leadership and a voluntary code of professional standards for pension advice.
PFS
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Analysis: Advisers assemble to battle Brexit
Collaboration between advisers in the UK and Europe will be key post Brexit, with the EFPA’s first initiative being to ensure that IFAs will be able to convert their UK qualifications into European diplomas.
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Mike Morrison remembered with PFS lifetime achievement award
Two weeks after his sudden death, the Personal Finance Society has honoured Mike Morrison, head of platform technical at AJ Bell, with its lifetime achievement award.
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PFS strikes ‘gateway’ deal for international clients
The UK’s Personal Finance Society has struck a deal with the European Financial Planners Association to align its qualifications framework with counterparts across the continent.
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New blood lacking in advice industry
Not enough is being done to attract new recruits to the UK financial advice sector, despite increasing optimism that the industry will continue to grow, Prudential has found.
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PEOPLE MOVES: Generali, Zurich, Manulife
Generali has named a replacement for the outgoing head of investments at its asset management division. Meanwhile, the chief executive of Zurich North America is to depart and Manulife has appointed a president and chief executive for Asia.
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Advisers at risk from ‘inappropriate’ DFM agreements
Thousands of financial advisers could fall foul of Mifid II for having the wrong type of intermediary agreement with their discretionary fund managers, the Personal Finance Society has warned.
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£500m divorce market an ‘untapped’ opportunity for UK advisers
People going through divorce and separation are “crying out” for specialist financial advisers, according to a new report by the UK’s Personal Finance Society (PFS).
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UK advice body touts gov’t financial health check vouchers
Every working adult in the UK should be offered a voucher for a financial health check session with a professional financial adviser, the Personal Finance Society (PFS) has recommended.
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PFS targets advisers of tomorrow with development programme
The Personal Finance Society (PFS) has launched a financial adviser development programme that offers support to the employers of aspiring financial advisers across the UK.
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Employment prospects on the rise in UK financial advice
More than three quarters of financial advice firms in the UK are considering taking on additional staff in the next few years, according to a Personal Finance Society (PFS) survey.
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Regulatory costs the biggest challenge facing advice firms
Regulatory and compliance costs will be one of the biggest threats to financial advice businesses in the UK over the next three years, the Personal Finance Society’s (PFS) 2016 Member Survey found.