First of all, I just wanted to thank all of those who managed to attend last week’s Chartered Breakfast and Kent Summer Conference in the Marriot Tudor Park Country Club. As I mentioned, we have around 1,300 PFS members in… Read More »The times they are a-changin’
After a very successful year of conferences in 2023, we are rounding up the year with our Autumn conference. Partners include JUST, Quilter, Portfolio Metrix, Zurich and Fidelity Click on the link below to register your place and find out… Read More »2023 Regional Conferences and Events
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
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
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