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Are insurer 0% instalments sustainable?

The reality of compliance rules applying to loan providers.

FCA consultation on guiding firms on fair treament of vulnerable customers

The FCA have announced details of a consultation on proposed guidance for firms on the fair treatment of vulnerable customers.

Practitioner Panel seeks volunteers

Two years ago the Personal Finance Society formed a Financial Planning Practitioner Panel to help deliver skills training and encourage good practice sharing amongst members.

Discretionary Investment Services – Is your agreement appropriate?

Our research has indicated that many advisers who outsource investment services to discretionary investment managers (DIM / DFM) have inadvertently left themselves and their clients potentially exposed.