Advisers struggle to discuss vulnerability with clients

A poll of Chartered Insurance Institute and Personal Finance Society members has revealed that the biggest barrier financial professionals face when trying to help consumers was being able to openly discuss vulnerability with them.

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PFS to review apprenticeship standards 

The Personal Finance Society and parent body the Chartered Insurance Institute are asking Financial Planners and Paraplanners to help review apprenticeship standards.

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Paraplanner qualifies as PFS Fellow at 21

A 21-year-old Paraplanner has qualified as one of the youngest ever Personal Finance Society Fellows.

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8 out of 10 planners recommend the profession

Over eight in ten financial advisers would recommend careers in their profession to a friend who has been made redundant due to the Coronavirus pandemic, according to a new poll.

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