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PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

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XCHANGE Later Life Conundrums

Registration is now open for 2024 events! Explore PFS XCHANGE - our new multi-streamed events which offer a choice of content for a variety of job roles.

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Career confident

We provide access to Chartered Insurance Institute qualifications and learning-based content for your CPD needs, to help you stay up to date in your career.

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Spotlight: ESG and Sustainable Investment Advice

Introducing our new course to enhance your knowledge of ESG and sustainable finance, and show how you can use it to assist clients and your own business.

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Latest articles

PFS launches new Proficiency+ Consumer Duty competency diagnostic tool

Today (19 February) the Personal Finance Society (PFS) has announced the launch of its Proficiency+ Consumer Duty
competency diagnostic tool; the latest addition to the organisation’s Consumer Duty Resource Hub.

Trusts business - Where is the evidence?

The one sure thing that the introduction of the trust registration via the HMRC’s Trust Registration Service (TRS) has thought us is that all kind of problems can (and will) arise where there are no or insufficient records of any trust arrangement. With the TRS in place it is no longer possible, with some exceptions, to declare a valid trust, even sign a declaration and put it away in a chest drawer (something that used to be possible in England although not in Scotland). There cannot be any financial adviser left who is not aware of the TRS requirements and no provider who can avoid the TRS checks when accepting new investment business. And so, many of those advising clients about the TRS requirements, have come across problems where the registration was difficult because the required details of the trust, its beneficiaries and trustees were missing.

Concrete (and steel!) climate plans

I’ve never been one for New Year’s resolutions. I worry that if (when!) I break them, I’ll feel worse than if I’d never started. But research suggests that I might be underselling myself.

PFS What's new bulletin - February I

UPDATE from 26 January 2024 to 8 February 2024

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