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Essex

CII pilots new form of financial planning assessment

The ‘Shaping the future together’ consultation gave members and other key stakeholders the opportunity to feedback on the Chartered Insurance Institute’s (CII) proposed plans, as well as the services it delivers and how the professional body can best meet their… Read More »CII pilots new form of financial planning assessment

PFS appoints Interim CEO

Don MacIntyre appointed to full-time executive role. In August the PFS appointed Don MacIntyre as PFS Interim CEO.  Not only will he represent and advocate PFS members’ interests, he will also work closely with the Board to preserve PFS assets. Furthermore, he… Read More »PFS appoints Interim CEO

Welcome from Essex

I am Mark MacLean, Chair of the Essex Region. We organise regular workshops for our members alongside hosting the Regional Meetings. We are always keen to hear from members with ideas for future CPD sessions, or if you would like… Read More »Welcome from Essex

POWER

FINE TUNE YOUR FINANCIAL PLANNING SKILLS If you haven’t visited the pfspower.org website yet, now is the time. Explore the extensive digital hub for financial planning skills, where brand new content is added every week, including a weekly live webinar… Read More »POWER