PFS
Best Practice | 28 Sep 17
New blood lacking in advice industry
Not enough is being done to attract new recruits to the UK financial advice sector, despite increasing optimism that the industry will continue to grow, Prudential has found.
PEOPLE MOVES: Generali, Zurich, Manulife
Generali has named a replacement for the outgoing head of investments at its asset management division. Meanwhile, the chief executive of Zurich North America is to depart and Manulife has appointed a president and chief executive for Asia.
Best Practice | 18 Jul 17
Advisers at risk from ‘inappropriate’ DFM agreements
Thousands of financial advisers could fall foul of Mifid II for having the wrong type of intermediary agreement with their discretionary fund managers, the Personal Finance Society has warned.
£500m divorce market an ‘untapped’ opportunity for UK advisers
People going through divorce and separation are “crying out” for specialist financial advisers, according to a new report by the UK’s Personal Finance Society (PFS).
Best Practice | 22 Feb 17
UK advice body touts gov’t financial health check vouchers
Every working adult in the UK should be offered a voucher for a financial health check session with a professional financial adviser, the Personal Finance Society (PFS) has recommended.