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Good Practice Hub

Sharing Knowledge & Raising Standards

Sharing and applying good practice is a characteristic of all professions and with such a large membership the Personal Finance Society is ideally placed to facilitate this process for the financial advice sector. 

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Full Guides
Share your good practice

We are keen to hear of examples of good practice in the community - share your ideas on the President's Thinktank Forum

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Other Resources

Keep up to date with the latest good practice resources in our bi-weekly e-newsletter, or follow us @pfsconf.

Membership Good Practice

Insurance Distribution Directive

The new rules coming into force in February 2018 will underpin general insurance regulation.
See our IDD resource hub for updates, learning materials and good practice guides to help you comply.

 

Extending the SMCR to all firms

The Senior Managers & Certification Regime is a new regulatory framework for staff holding important posts, to be rolled out to all financial services firms by December 2018. See our background briefing and SMCR resource hub offering updates, learning materials and good practice guides to help you comply.

 

Useful Videos, Articles and Links

28 April 2015 | Video
FCA Webinar on RDR Adviser Charges and Services

30 January 2015 | Article
FCA finalised guidance on investment advice boundaries

27 November 2014 | Video
Delivering an effective Drawdown review process

10  November 2014 | Article
Ethical culture: changing the story - reasons to believe

November 2014 | Video
Best Practice - profitability and sustainable growth

1 May 2014 | Video
Dealing with complaints and mis-selling claims