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The reality of compliance rules applying to loan providers.
The FCA have announced details of a consultation on proposed guidance for firms on the fair treatment of vulnerable customers.
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.
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.
Registration now open for our financial planning workshops – developed by experienced practitioners for practitioners.
Book now
Learn, interact and share knowledge and experiences in a different way. Find out how your new e-mentoring programme, Connect, can help boost your career.
Register now
This year's Personal Finance Society annual conference offers insights and guidance to help you thrive in an unpredictable and ever changing world.
Register today
