Personal Finance Society

  • PFS president resigns following CII directors debacle

    PFS president resigns following CII directors debacle

    She accuses the Chartered Insurance Institute of using ‘bullying and intimidation tactics’

  • Personal Finance Society boss Keith Richards steps down

    Personal Finance Society boss Keith Richards steps down

    Richards’ legacy includes working with the FCA and government on implementing pension freedoms and FAMR

  • Advisers face uncertain 2018

    Advisers face uncertain 2018

    Advisers are facing political, economic and regulatory uncertainties, according to the European Financial Planning Association and the UK’s Personal Finance Society.

  • Thousands of IFAs at risk from inadequate DFM agreements

    Thousands of IFAs at risk from inadequate DFM agreements

    Potentially thousands of financial advisers could fall foul of the new Mifid II regulations for having the wrong type of intermediary agreement with their discretionary fund managers, the Personal Finance Society has warned.

  • goddard to retire as pfs chief exec

    goddard to retire as pfs chief exec

    Fay Goddard is to retire as chief executive of the Personal Finance Society (PFS) next year, after five years helming the financial adviser professional body.