View more on these topics

PFS launches ethics education tool

The Personal Finance Society has launched an online ethics toolkit to help its members identify and understand relevant ethical issues connected to financial planners and firms.

The toolkit consists of an introductory module for individuals and a leadership module for managers, focusing on ethical issues identified within the framework of the FSA regulations and the PFS’s own code of ethics.

The modules form a part of of the PFS’s programme of continued professional development and aims to boost members’ background knowledge of ethics and illustrate what the ethical issues associated with financial planning look like in practice.

PFS chief executive Fay Goddard says: “Ethical behaviour among all financial sectors is a rising issue for the public. The FSA’s recent reforms of financial advice have gone some way in addressing this for the advisory sector, making financial planners arguably ahead of the game. But it is still important for financial planners and financial planning firms to embed these practices, demonstrating good culture and conduct going forward and our ethics toolkit is designed to provide some practical guidance.”


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm