By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services.
The Personal Finance Society (PFS) Personal Finance Awards 2024/25 are now open for entry. Recognising excellence across the personal finance profession, the Awards are an opportunity to showcase success, and celebrate those striving to deliver exceptional consumer outcomes.
As promised last month, this month I will cover the various ways of dealing with the so-called loan plans (or gift and loan plans) including ways to unscramble the plans, problems with joint plans and, the most common question: how to deal with the plan when the settlor has died.
The Personal Finance Society (PFS) has launched a new course designed to help financial advisers adapt to social and regulatory expectations around sustainable investment.
As the leading professional body for the financial planning sector, our members are respected and recognised for their knowledge and expertise. Membership supports your professional development, enhances your career potential and integrates you into a community of like-minded professionals.
Join us
Copyright ©2023 The Chartered Insurance Institute. All rights reserved.
