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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.
What are the risks posed by climate change for the financial sector?
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.
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Our awards recognise excellence in professional financial planning as well as the importance and influence of personal finance journalism.
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This year's Personal Finance Society annual conference offers insights and guidance to help you thrive in an unpredictable and ever changing world.
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