PFS
Best Practice | 20 Apr 23
CII unveils five-year strategic plan
Professional body said it may expand its footprint globally
Best Practice | 6 Apr 23
PFS unveils independent governance review
CEO of the professional body says findings and suggestions will help ease members’ concerns
How easy is it for advisers to switch professional bodies?
Recent PFS/CII controversy has left some assessing their options
PFS members urged to share views on CII board takeover
As trade body extends consultation deadline with aim to ‘reach a compromise’
Best Practice | 16 Jan 23
CII to pilot new financial planning test format
Amid simmering tensions with the PFS as members look to jump ship to rival professional bodies
