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PFS

Youngest ever financial adviser gains fellowship with UK’s PFS

Best Practice | 5 Dec 16

Youngest ever financial adviser gains fellowship with UK’s PFS

The UK’s Personal Finance Society has named a London-based 22-year-old financial adviser as its youngest ever to obtain one of its fellowships.

Confidence in UK advisers rises 40% since RDR

Best Practice | 1 Jun 16

Confidence in UK advisers rises 40% since RDR

Trust and confidence in financial advisers in the UK has risen by 40% since the introduction of the Retail Distribution Review (RDR), research from the Personal Finance Society (PFS) shows.

Call for pension transfer warning to stem ‘growing problem’

Retirement | 24 Nov 15

Call for pension transfer warning to stem ‘growing problem’

Insistent clients seeking pension freedoms under the UK’s new rules are creating a conflict of interest for financial advisers in relation to transfers of defined benefit pension schemes, according to the UK’s Personal Finance Society.

Review urged to curb ‘unreasonable’ regulatory costs

Tax & Regulation | 2 Jun 15

Review urged to curb ‘unreasonable’ regulatory costs

An urgent review is needed to avoid “unreasonable” regulatory costs and levies on UK-based financial advisers, according to the Personal Finance Society.

PFS calls for crackdown on ‘worrying’ unregulated activity

United Kingdom | 26 May 15

PFS calls for crackdown on ‘worrying’ unregulated activity

The Personal Finance Society has demanded stricter controls on non-regulated savings and investments to prevent “scammers” from taking advantage of UK consumers.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.