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Financial Solutions | 05 Dec 2013
Full issue of Financial Solutions for Nov - Dec 2013. Includes articles on trusts, digital estates and regulatory developments in care. Also includes an article with Natalie Ceeney of the FOS, and information about the PFS annual conference and its Consumer Confidence Campaign.
Technical articles | 26 Jul 2013
With RDR now behind us, PFS chief executive Keith Richards is looking ahead with a campaign to build trust in the financial planning profession. Discover how you can back the initiative…
News items | 25 Jul 2013
This month's local and industry news features; new CPD support solutions for financial services professionals the new generation of advisers identifying the monetary value of becoming Chartered and more...
Technical articles | 12 Feb 2013
Hayley Tink was named Chartered Financial Planner of the Year at the annual PFS conference. Liz Booth meets her to find out how she views the profession...
Technical articles | 13 Dec 2012
Reflecting on the annual conference theme of 'Great Expectations', your president takes a look at what the future may hold for financial planners in 2013 and beyond.
News items | 01 Aug 2012
PFS members of the Ipswich and North Essex institute will soon benefit from dedicated workshops  in their local vicinity.
News items | 01 Aug 2012
To celebrate the Chartered Insurance Institute's Chartered centenary, the insurance institutes of the North West have joined forces to organise an awards ceremony that recognises professionalism, innovation and ethical practice in the North West financial services market.
News items | 01 Aug 2012
The Insurance Institute of Bristol's continued drive to provide support PFS members working towards RDR compliance has seen high levels of interest in a number of events being held in the city.
News items | 01 Aug 2012
Who has the PFS been visiting around the country? Read below to find out more...
 
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