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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


FINE TUNE YOUR FINANCIAL PLANNING SKILLS If you haven’t visited the 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

Soft skills training

We been busy organising the following soft skills and communications days being ran by Adam Owen, Past PFS President. Practical Soft Skills & Communication WorkshopWednesday 22nd June – 10:30am-3:30pm This one-day course focuses on building great client relationships. You will… Read More »Soft skills training