PFS
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
PFS president resigns following CII directors debacle
She accuses the Chartered Insurance Institute of using ‘bullying and intimidation tactics’
PFS board set to issue response over CII appointments
Professional body has until 19 January to consult members about changes
CII ‘floods’ PFS board with own directors ‘without consent’
Ex-PFS presidents call the move ‘harmful’, ‘deeply cynical’ and ‘aggressive’
Best Practice | 23 Nov 22
PFS creates Consumer Duty guide for advisers
To help IFAs understand the FCA’s expectations for the incoming regulation