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PFS conference: The chartered award winners

The Personal Finance Society has named its chartered award winners for 2012 with Almary Green Investments consultant Hayley Tink winning the individual chartered financial planner of the year award.

Lift-Financial won the title of corporate chartered financial planners of the year.

At the PFS chartered awards dinner in Birmingham last night, the highest achiever in the diploma in financial planning award went to Myles Harrison, while the highest achiever in the advanced diploma in financial planning was awarded to Svenja Keller.

The PFS volunteer of the year was awarded to Cascade Wealth Management managing director Simon Haydock, and was also won by Winterthur Life business development director Russell Anderson.

The paraplanner of the year was named as Eldon Financial Planning financial planner Gemma Langlands.

The John Ellis award, which recognises significant contribution to the development of professionalism in financial services, was awarded to the right honourable Lord Hunt of Wirral.

PFS chief executive Fay Goddard says:”This year’s winners saw stiff competition with the PFS chartered awards attracting a record number of entries and this is testament to the increasing focus on professionalism and raising standards within the financial planning sector.”


CII holds staff redundancy talks

The Chartered Insurance Institute is holding consultation talks with staff as it forecasts a drop in revenues for next year. Around a dozen of the CII’s 200 staff are at risk of redundancy, including management. Staff have entered into a consultation period which will run for the next few weeks. A CII spokesman says: “Against […]


FSA censures church credit union over £1.2m loans

The FSA has publicly censured The Pentecostal Credit Union for issuing loans worth £1.2m under its members’ names but channelling the money to a church. Only individual members can borrow from credit unions, not organisations, and the director, Reverend Carmel Jones, has been banned from the industry for overseeing the practice. The credit union is […]


Advisers and providers back ABI annuity disclosure plans

Advisers and insurers have backed ABI proposals to force all annuity providers to publish information on the rates they offer to consumers. Earlier today, the trade body set out plans to conduct a regular rate survey of members as part of its compulsory shopping around code of conduct, due to be launched in March next […]

Peter Izard joins Saffron as head of mortgages

Former GMAC-RFC and Portillion corporate accounts manager Peter Izard has joined Saffron Building Society as head of mortgages. Izard will be responsible for mortgages for the mutual’s intermediary and branch distribution channels. He has over 20 years’ experience in the intermediary mortgage market, having spent seven years working at Intelligent Finance as a key account […]


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