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News Index

PFS What's new bulletin - January

25 January 2023
PFS WHAT’S NEW BULLETIN

Statement from Don MacIntyre, interim CEO, PFS, in relation to R06 exam issue

24 January 2023
"I have been made aware by the CII that some PFS members who planned to take their R06 exams earlier today experienced technical difficultie ...

Charitable gifts using trusts

23 January 2023
PFS ARTICLE

CII pilots new form of financial planning assessment

16 January 2023
The Chartered Insurance Institute (CII) is piloting a new form of assessment for the R06 Financial Planning Practice unit.

Statement to PFS members

30 December 2022
From Don MacIntyre, Chief Executive of the PFS

Statement to PFS members »
From Don MacIntyre, Chief Executive of the PFS
PFS Member Director Vanessa Barnes FT Adviser interview »
In the run up to the tenth anniversary of the RDR, PFS Member Director Vanessa Barnes gave an exclusive video interview to the FT Adviser, offering her views on how the regulation has affected the financial planning profession. In the interview, she spoke about the regulation of financial advice, and highlighted how financial planning professionals are leading the way when it comes to providing quality, reliable, transparent advice.
PFS What's new bulletin - December »
PFS What's new bulletin - December
CPD scheme continues to provide flexibility for bite-sized learning »
The Chartered Insurance Institute Group has for a long time provided flexibility within our CPD rules around bite-sized learning.
PFS What's new bulletin - November »
UPDATE from 4 November 2022 to 17 November 2022
Will disputes on the rise - part 3 »
Over the last two months we have covered the subject of the increasing number of will disputes and in particular certain types of proceedings involving will rectification as well as claims under the Inheritance (Provision for Family and Dependants) Act 1975 (the 1975 Act).
What’s New bulletin November 2022 »
PFS WHAT’S NEW BULLETIN
What's new bulletin October 2022 »
TAXATION AND TRUSTS Gift Aid campaign and new guidance (AF1, RO3) HMRC has just updated its guidance on Gift Aid. This follows the recent ‘TickTheBox’ campaign on Gift Aid Awareness Day. Gift Aid is important to understand from a financial planning perspective for a number of reasons.  
Will disputes on the rise - part 2 »
Last month we covered the subject of the increasing number of will disputes. In particular we looked at certain types of proceedings involving will rectification as well as claims under the Inheritance (Provision for Family and Dependants) Act 1975 (the 1975 Act).
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