PFS names chartered financial planner Ben Wright as new board member
The Personal Finance Society (PFS) board has appointed Ben Wright as a new director of the organisation.
Source: moneymarketing.co.uk
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Cover story: The PFS and CII are friends again. Or are they?
Despite the insistence of the heads of both the CII and the PFS, it feels as if this new-found friendship is already under strain and more trouble lies ahead
Source: moneymarketing.co.uk
CII unveils five-year strategic plan | International Adviser
Professional body may look to expand its offices globally
Source: international-adviser.com
PFS unveils independent governance review
CEO of the professional body says findings and suggestions will help ease members’ concerns
Caroline Stuart Don Macintyre Insurance Institute Personal Finance Society Chartered Insurance Institute Integrity Governance
Source: international-adviser.com
Independent governance review begins at Personal Finance Society
An independent governance review of the Personal Finance Society (PFS) assessing operations at the organisation has started.
Keith Richards Don Macintyre Alan Vallance Caroline Stuart Insurance Institute Chartered Insurance Institute
Source: professionaladviser.com
Clash with CII prompts PFS to launch review
The recent decision from the Chartered Insurance Institute to appoint three new institute directors to the PFS board in December last year, prompted PFS to
Source: postonline.co.uk
New learning and development initiative for financial services professionals
The first ‘Co-Lab’ session is on April 19th at 1pm- 2pm. This Lunchtime Learning is going to focus on Difficult Dialogues. It’s free but places will be
Source: ifamagazine.com
Former PFS president co-launches soft skills initiative for advisers
Former Personal Finance Society (PFS) president Caroline Stuart and soft skills expert Melissa Kidd have co-founded a new venture aimed at helping advisers with communications and ‘human skills’.
City Of United Kingdom Insurance Institute Chartered Insurance Consumer Duty Chartered Insurance Institute
Source: professionaladviser.com
Cover story: Inside the CII-PFS civil war
The CII stands condemned for its ‘Christmas coup’ while the PFS is charged with ‘serious and significant governance failures’. Can the two sides somehow reach a peace deal?
Source: moneymarketing.co.uk
Leader: How will the CII vs PFS civil war end?
The CII installed three new institute directors on the PFS board. The move was denounced as a ‘Christmas coup’ by prominent PFS members, and there began what could be described as a civil war.
Source: moneymarketing.co.uk