PFS adds Consumer Duty ‘toolkit’ for members
- Friday, 28 July 2023
- Articles
The Personal Finance Society, the 40,000 member professional body for Financial Planners, has launched a “practical toolkit” to help members embed the FCA’s new Consumer Duty requirements which begin on Monday (31 July).
Read more...DFM launches free Consumer Duty kit for advisers
- Friday, 10 February 2023
- Articles
Discretionary fund manager Copia Capital Management has launched a free online Consumer Duty Toolkit for adviser firms.
Read more...Financial Planning firm launches ‘tool-kit’ for millenials
- Monday, 14 August 2017
- Articles
A Financial Planning firm has launched a new 'toolkit' to help millennials ‘poorly served’ by the advice sector to plan their financial futures.
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