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Home Finance advice

Advisers urged to share ‘benefits of advice’ promo

admin by admin
November 24, 2020
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Advisers and suppliers have teamed up with the Private Finance Society as a part of a programme selling the advantages of monetary recommendation with ITN Productions. 

The Monetary Wellbeing programme can be meant to reveal how the occupation has “tailored to new methods of delivering monetary planning” in the course of the coronavirus pandemic.

The PFS has urged its members to encourage purchasers to look at the 35-minute programme, which is accessible on the PFS web site, and have it on their very own web sites.

The programme options interviews with the likes of Simply Group, Royal London and Succession Wealth. 

Keith Richards, chief government of the PFS, mentioned elevating the profile of monetary planning had by no means been extra vital given the unexpected impression of the pandemic on the financial system and customers. 

He added: “The PFS is proud to have co-produced this programme, which promotes the worth of monetary recommendation and the good work of our membership.

“Receiving monetary recommendation could make a constructive distinction to the lives of all those that obtain it in addition to their household.

“I hope all our members will encourage their purchasers to look at this wonderful programme and have it on their very own web sites.”

rachel.mortimer@ft.com

What do you consider the problems raised by this story? Electronic mail us on fa.letters@ft.com to tell us.



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Finance is a term for matters regarding the management, creation, and study of money and investments. Finance can be broadly divided into three categories, public finance, corporate finance, and personal finance. There are many other specific categories, such as behavioral finance, which seeks to identify the cognitive (e.g., emotional, social, and psychological) reasons behind financial decisions.

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