PFS simplifies Chartered status application process

Corporate Chartered changes from 2020

Hannah Godfrey
clock • 2 min read

The Personal Finance Society (PFS) has made the application for renewal process for corporate Chartered status easier

From 1 July, any firms applying for or wishing to renew their corporate Chartered status will be able to do so using a new, automated form. Unlike the previous application and renewal process, the form will automatically calculate whether a business meets the criteria for staff - for example, if more Chartered advisers are required, the automated form will flag this. The new application form asks whether the applicant is seeking Chartered status for a specific division of the company or the entire entity. It also questions what the business is doing to give back to the profession. ...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

Advisers say documenting advice conversations takes "significant" time

Advisers say documenting advice conversations takes "significant" time

Findings from The Exeter

Jaskeet Briah
clock 14 February 2025 • 1 min read
Spreading the love

Spreading the love

Protection this Valentine’s Day

Setul Mehta
clock 14 February 2025 • 4 min read
Quilter names Zara Bray as distribution director

Quilter names Zara Bray as distribution director

Leading the mortgage and protection strategy

Jaskeet Briah
clock 13 February 2025 • 1 min read