Articles
FCA extends suspension of 10% drop rule notifications
Written by Kat MitchellThe FCA has extended its suspension of the requirement for firms to issue 10% depreciation notifications to investors.
The Chartered Insurance Institute has denied that its move this week to take over the PFS board was about taking control of the PFS's near £20m in reserves.
Planners condemn CII move to take over PFS board
Written by Kat MitchellMany Financial Planners have reacted negatively to the move by the CII this week to take over the PFS board, with several saying they may re-evaluate their membership.
A spokesperson from the Chartered Insurance Institute (CII) has accused the Personal Finance Society (PFS) of breaching a confidentiality agreement as the row between the professional bodies continues.
PFS abandons today's Emergency Board Meeting
Written by Kat MitchellThe Personal Finance Society has blamed a lack of CII directors attending for its decision to abandon an Emergency PFS board meeting today.
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Financial Planning and DB software provider O&M Pension Solutions has launched a service to help adviser with retrospective DB transfer analysis.
PFS's Matthew Connell: Unravelling Consumer Duty
Written by Kat MitchellIn this exclusive column for Financial Planning Today magazine, Dr Matthew Connell, director of policy and public affairs at the Personal Finance Society, unravels the FCA's new Consumer Duty.
Rising care costs push retirement pot need to £470,000
Written by Kat MitchellRetirees wanting a comfortable retirement and enough money to pay for later life care need to build up around £470,000 in retirement wealth due to the cost of living crisis, according to a new report.
The Personal Finance Society (PFS) has voiced its shock at parent body the CII’s move to takeover its board by appointing three new directors yesterday.