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.
Read more ...O&M adds DB transfer analysis service
- Thursday, 22 December 2022
- Articles
Financial Planning and DB software provider O&M Pension Solutions has launched a service to help adviser with retrospective DB transfer analysis.
Read more ...PFS's Matthew Connell: Unravelling Consumer Duty
- Thursday, 22 December 2022
- Articles
In 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.
Read more ...PFS's Matthew Connell: Consumer Duty requirements
- Thursday, 22 December 2022
- Articles
The Consumer Duty is set to come into force for new and existing products in July. Many firms will already be putting their customers first and be compliant with Consumer Duty but the cost-of-living crisis has underlined the importance to all firms of placing clients at the heart of their business agenda.
Read more ...Rising care costs push retirement pot need to £470,000
- Thursday, 22 December 2022
- Articles
Retirees 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.
Read more ...PFS 'shocked' by CII board takeover move
- Thursday, 22 December 2022
- Articles
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.
Read more ...PFS abandons today's Emergency Board Meeting
- Thursday, 22 December 2022
- Articles
The Personal Finance Society has blamed a lack of CII directors attending for its decision to abandon an Emergency PFS board meeting today.
Read more ...TPR hires FCA exec Nausicaa Delfas as new CEO
- Wednesday, 21 December 2022
- Articles
The Pensions Regulator (TPR) has recruited experienced regulator Nausicaa Delfas to be its new chief executive.
Read more ...PFS Past Presidents attack CII intervention
- Wednesday, 21 December 2022
- Articles
Two Past Presidents of the Personal Finance Society (PFS) have attacked the PFS parent body, the Chartered Insurance Institute, after it decided to step in today to take control of the PFS board.
Read more ...CII stepped in at PFS due to ‘governance’ issues
- Wednesday, 21 December 2022
- Articles
The Chartered Insurance Institute says it stepped in at its Personal Financial Society arm today after significant governance issues became apparent.
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