Professional bodies ask Planners to help with training pilot
- Tuesday, 14 November 2023
- Articles
The Chartered Insurance Institute and Personal Finance Society are seeking Financial Planning firms to take part in a pilot of new 'T Level' qualifications in finance.
Read more...PFS Conference: Nearly 1,000 battle weather to attend
- Thursday, 02 November 2023
- Articles
Nearly 1,000 attended today's Personal Finance Society (PFS) Annual Conference despite delegates having to battle stormy weather to get to the venue, the prestigious new ICC Centre near Newport, Wales.
Read more...PFS Conference: AI could cut Paraplanner and admin jobs
- Thursday, 02 November 2023
- Articles
Artificial intelligence (AI) technology could proportionately cut the number of Paraplanners and admin staff working in the profession in future but lead to more Financial Planners being employed, the PFS Annual Conference heard today.
Read more...PFS Conference: 10 ways to delight clients
- Thursday, 02 November 2023
- Articles
Business guru Matt Wilkinson opened the PFS Annual Conference in Wales today with an inspiring talk to members on how they can give clients a great customer experience.
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