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  • The Everlong Wealth team

    Midlands firm rebrands as it achieves Chartered status

  • Helen Phillips, chair of the CII, said the CII felt they had no choice but to take over

    CII moves to take control of PFS board

  • CII CEO Alan Vallance

    CII stepped in at PFS due to ‘governance’ issues

  • Ex-PFS President Sarah Lord

    PFS Past Presidents attack CII intervention

  • The response is the first official comment from the PFS following the CII moving to take over its board

    PFS 'shocked' by CII board takeover move

  • PFS President Caroline Stuart

    PFS abandons today's Emergency Board Meeting

  • Yesterday the PFS blamed a lack of CII directors attending for its decision to abandon an Emergency PFS Board meeting

    CII accuses PFS of breaching confidentiality

  • Former PFS president Sarah Lord was one of the Financial Planners to call for an Emergency General Meeting of the PFS

    Planners condemn CII move to take over PFS board

  • CII

    CII denies PFS board takeover is a cash grab

  • Debbie Mitchell says the CII move is the right one

    Guest Column: 'Why CII decision on PFS is the right one'

  • PFS interim CEO Don MacIntyre

    PFS board response to CII expected early in 2023

  • Sarah Lord, Immediate Past President of the Personal Finance Society

    Guest Column: 'Why I cannot support the CII's action'

  • Former PFS President Caroline Stuart

    PFS President Caroline Stuart quits over CII row

  • CII group chair Helen Phillips

    CII ‘sadness’ over PFS President’s resignation

  • Editor Kevin O'Donnell

    Editor’s Comment: An unseemly family bust-up

  • Alasdair Walker

    PFS Financial Planning Panel chair quits

  • Neil Moles, CEO of Progeny, said that Chartered status continues to raise professional standards in the Financial Planning industry.

    Progeny gains Corporate Chartered status

  • Keith Richads

    Keith Richards: 5 Solutions to the PFS-CII crisis

  • CII

    CII pilots revamp to Financial Planning assessment

  • PFS interim CEO Don MacIntyre

    PFS to consult members on CII dispute

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