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.
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 October 2022 »
TAXATION AND TRUSTS
Gift Aid campaign and new guidance
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).