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 Financial planners identify regulation as biggest challenge

Tuesday 15th February 2022
Regulation is the biggest challenge to the way financial advisers work in 2022, according to a PFS poll.
Open-access content
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 PFS reveals plans for for 2022

Tuesday 15th February 2022
A key focus for the PFS for 2022 is building a strong, sustainable and profitable profession, to ensure financial planners continue to empower people to have confidence in managing and planning their finances. Faced with changing
Open-access content
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 CII announces interim CEO for continuity in 2022

Tuesday 15th February 2022
The Chartered Insurance Institute (CII) has announced that Jonathan Clark has been appointed interim CEO.
Open-access content
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 CII Group Consultation closes

Tuesday 15th February 2022
The Chartered Insurance Institute’s (CII) Shaping the future together consultation closed for responses on 17 December 2021.
Open-access content
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 PFS and ITN launch building financial resilience programme

Thursday 2nd December 2021
The PFS has partnered with ITN Productions Industry News to produce a news-style programme, titled Building Financial Resilience, which explores the importance of financial planning in a pandemic-informed world.
Open-access content
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 Financial planning stars applauded at Personal Finance Awards

Thursday 2nd December 2021
London-based First Wealth has been named the PFS’s Chartered Financial Planning Firm of the Year at the Personal Finance Awards 2021 with Carla Brown, founder and managing director of Oakmere Wealth Management, named Chartered Financial Planner of the Year.
Open-access content
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 SMP appoints new chair and vice-chair

Thursday 2nd December 2021
Carlos Thibaut, formerly CEO of 360Dotnet, is to become the new chair of the Society of Mortgage Professionals (SMP) from the end of the year.
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 Winners of the Personal Finance Media Awards revealed

Thursday 2nd December 2021
The winners of the Personal Finance Society Media Awards 2021 were announced during a virtual ceremony in November.
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 Armed forces personnel need mortgage guidance

Thursday 2nd December 2021
The PFS and Society of Mortgage Professionals are calling on mortgage advisers to sign up to Forces Moneyplan and assist the growing number of Armed Forces personnel wanting home financing guidance.
Open-access content
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 PFS supports talk money week 2021

Thursday 2nd December 2021
The PFS took part in Talk Money Week, an annual awareness campaign coordinated by the Money and Pensions Service, by encouraging members to start a conversation with family and friends about later-life and care funding.
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