Archives for October 2021
Editor’s Column: PFS and CII split needs healing
The unexpected resignation today of under fire CII CEO Sian Fisher is neither the end of the story for the Personal Finance Society, nor realistically even a solution to the crisis that has beset both the CII and PFS in recent times. It is, however, a chance for a new beginning and an opportunity […]
Why now is the time to talk tax basis with clients
PFS campaigners fight on as CII CEO exits
Campaigners fighting to halt the deregistration of the PFS say they will fight on against the changes following the decision by Sian Fisher, CEO of parent body the Chartered Insurance Institute, to resign today. The campaign group, now known as PFS 2.0, says the battle to stop the PFS being deregistered by parent body the […]
CII CEO to step down in shock resignation
Sian Fisher, the under fire CEO of the Chartered Insurance Institute, is to step down after more than six years in the role. Ms Fisher and the CII board have been criticised for their controversial decision to de-register the Personal Finance Society, the CII’s Financial Planning arm, and for axing the role of PFS CEO. […]
Trio face FCA fines over £5.9m SIPP transfer scam
The Financial Conduct Authority has warned two IFAs and a stockbroker that they face fines and regulatory action over their alleged role in a £5.9m SIPP pension transfer scam. The regulator has issued a warning notice to the trio that it will take action, including potential fines, over the scam. The individuals include 2 IFAs […]