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Personal Finance Society
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Research | 23 Dec 2015
The CII welcomes the Government's efforts to make financial advice, in its broadest definition, accessible to all. Regardless of which service the adviser is giving, or the channel or label used, standards, training, accreditation and revalidation must be at its heart.
Research | 01 Jun 2016
The trust and confidence of consumers who use financial advice has increased by 40% since 2013, according to surveys conducted for the CII.
Research | 14 Mar 2016
On 14 March, the Treasury and FCA published their final report on the Financial Advice Market Review (FAMR), including some 28 recommendations for possible action.
Research | 16 Oct 2015
A briefing on the HM Treasury and FCA's Financial Advice Market Review.
Research | 04 Sep 2015
On 3 August, the Treasury and FCA announced that they will be undertaking "a major new review looking at how financial advice could work better for consumers"
Research | 18 Feb 2013
A consumer survey assessing awareness of the financial advice market changes, and the potential benefits of this market.
News items | 15 Feb 2017
The Personal Finance Society has renewed calls for the Government to remove the term 'advice' from all branding, marketing and communications associated with the formation of its new single public financial guidance body.
Research | 14 Feb 2017
Response to the Government's proposals to create a single financial guidance body to deliver unregulated guidance to the public. We make several suggestions, including that this body work with the advice profession to deliver a free Financial Health Check to all adults in the UK.
Research | 15 Nov 2016
The Personal Finance Society recognises the government's implicit endorsement of the benefits associated with more people being able to access information, guidance and advice in respect of their financial needs.  
 
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