Keith Richards
Chartered Insurance Institute opens Middle East and Africa office
There is growing demand from the region for the raising of professional standards
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 | 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.