FT Adviser

Where do the PFS and CII go from here?

Jan 13, 2023 · 31 min · 362.8 MB
0:00-31:29

Streams straight from the publisher. podnod never proxies or re-hosts episode audio.

The Chartered Insurance Institute's decision to appoint a majority of directors to the Personal Finance Society's board has triggered a chain of events which has led to resignations from the PFS and anger among its members.

But the events of the past few weeks have, in many ways, been the result of a chain of events going back several years.

This week, FTAdviser's deputy editor Damian Fantato is joined by Sarah Lord, immediate past president of the PFS, and adviser and academic Richard Bishop, to discuss how the two organisations got here, where they can go from here and what, if anything, advisers can do about it.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues.



The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.


Hosted on Acast. See acast.com/privacy for more information.