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Outgoing PFS captain: 'There is so much opportunity for advisers. You just need to see it'

Keith Richards has led the Personal Finance Society (PFS) for the past eight years and during that time he has been a recurring face at the end of every significant question related to financial advice you can think of. ....

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PFS boss Richards to step down in June | Money Marketing

PFS boss Richards to step down in June
By
Michael Klimes
6
Keith Richards
The Personal Finance Society has announced that Keith Richards will step down as chief executive on 30 June 2021.
He was appointed after the Retail Distribution Review in 2013 and has seen membership increase to 40,000 individuals and more than 200 associate firms.
Under Richard’s leadership the PFS contributed to several working parties such as the government’s implementation group for pension freedoms and Financial Advice Market Review.
Richards also oversaw the setting up of the European Financial Planning Association-UK mutual recognition qualification programme, the Pensions Advice Taskforce and Financial Vulnerability Taskforce launched in January 2021. ....

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What UK advisers have to do to work in EU post-Brexit

Work visas are now a certainty, but differing qualifications requirements may cause extra hurdles
British financial advisers will need to jump through additional hoops if they want to work in the EU now that the UK officially left the Union.
This is because passporting rights that allowed them to do business across the EU no longer apply following Brexit, so they will need to follow a different route if they either decide to start working in the EU or keep doing business there.
Any UK adviser looking to base themselves and provide financial advice in one of the 27 member states will now require a work visa to be able to do so. ....

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