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 PFS Publishes Consumer duty good practice guide for financial advisers

Friday 17th February 2023
In support of the Financial Conduct Authority’s (FCA) flagship regulatory reform, the Consumer Duty, the PFS has created a good practice guide for personal finance firms.
Open-access content
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 PFS responds to future disclosure framework discussion

Friday 17th February 2023
The Financial Conduct Authority (FCA) has published its Discussion Paper on a Future Disclosure Framework.
Open-access content
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 PFS hosts first graduation ceremony since 2019

Friday 17th February 2023
The PFS once again welcomed members to a graduation ceremony for those qualifying as Chartered financial planners, Associates or Fellows of the PFS in the period 1 July 2019 to 30 June 2022.
Open-access content
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 CII apprenticeship awards

Friday 17th February 2023
The Chartered Insurance Institute (CII) is delighted to announce the CII Apprenticeship Awards celebrating the achievements of exceptional apprentices from across the UK in seven categories – including four categories in the financial services profession – with cash prizes for each award funded by the Education and Training Trust.
Open-access content
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 CII group reports narrowing gender and ethnicity pay gaps

Friday 17th February 2023
The CII Group has reported declines in its median gender and ethnicity pay gaps. The group’s median gender pay gap stood at 9.31% in 2022, the lowest since the organisation began reporting in 2019. Its median ethnicity pay gap fell to 9.9%, from 14.1% in 2021, the first year it reported this statistic.
Open-access content
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 FCA sets out how mortgage firms should be supporting borrowers

Friday 17th February 2023
The Financial Conduct Authority (FCA) has set out ways that mortgage firms can help customers worried about or already struggling with their mortgage payments as a result of the cost-of-living squeeze.
Open-access content
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 CII pilots new form of financial planning assessment

Friday 17th February 2023
The Chartered Insurance Institute (CII) is piloting a new form of assessment for the R06 Financial Planning Practice unit.
Open-access content
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 FCA confirms plans to deliver redress to more than 1,000 former BSPS members

Friday 17th February 2023
The Financial Conduct Authority (FCA) has published final rules for a redress scheme for former members of the British Steel Pension Scheme (BSPS) who received unsuitable advice to transfer out. The FCA expects that more than 1,000 consumers will receive redress as a result.
Open-access content
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 FTAdviser announce Diversity in Finance Awards 2023

Wednesday 8th February 2023
FTAdviser’s Diversity in Finance Awards – supported by the Personal Finance Society – aim to showcase the best initiatives, campaigns and success stories during the past 12 months when it comes to diversity and inclusion in the financial services sector.
Open-access content
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 Personal Finance Awards winners named

Friday 2nd December 2022
Leeds-based The Private Office has been named the PFS’s Chartered Financial Planning Firm of the Year.
Open-access content

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