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2019 CII Trust Index

2019 update to the CII Public Trust Index.

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.

The ClimateWise physical and transition risk frameworks

What are the risks posed by climate change for the financial sector?