Cultural change and new career pathways enabling flexible working are required to increase the number of female financial planners, a study commissioned by the PFS concludes.
The Chartered Insurance Institute (CII) has declared a consolidated operating surplus of £3.3m for 2021, compared with a £4m operating deficit in 2020.
Our PFS regional conferences have made a warmly received return in 2022 and we look forward to welcoming members to 26 conferences across the UK during the autumn.
A recent Chartered Body Alliance (CBA) global survey has revealed the realities regarding the treatment of customers in vulnerable circumstances, including that 33% of respondents working in financial services considered themselves to be vulnerable within the last 12 months.