PFS
Tax & Technical | 20 Nov 18
Good practice guide to income drawdown, Part 1
Understand the risks with choosing income drawdown, how advisers can add value to retirement plans
Best Practice | 27 Jun 18
Experts unite to set up Pensions Advice Taskforce
The UK’s Personal Finance Society has formed a taskforce to help provide strategic leadership and a voluntary code of professional standards for pension advice.
Best Practice | 23 Nov 17
Analysis: Advisers assemble to battle Brexit
Collaboration between advisers in the UK and Europe will be key post Brexit, with the EFPA’s first initiative being to ensure that IFAs will be able to convert their UK qualifications into European diplomas.
Mike Morrison remembered with PFS lifetime achievement award
Two weeks after his sudden death, the Personal Finance Society has honoured Mike Morrison, head of platform technical at AJ Bell, with its lifetime achievement award.
Best Practice | 7 Nov 17
PFS strikes ‘gateway’ deal for international clients
The UK’s Personal Finance Society has struck a deal with the European Financial Planners Association to align its qualifications framework with counterparts across the continent.