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Good Practice Hub

Sharing Knowledge and 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. Not only do we have a Regulator that is more engaging in sharing examples of good practice, we also have over 35,000 members, most of whom operate to high professional standards.

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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.

President's Thinktank Forum

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Other Resources

Please find below additional good practice resources for members. To be kept up to date with the latest good practice resources please keep an eye out for the My PFS bi-weekly e-newsletter, or follow the @pfsconf twitter account.

Membership Good Practice

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