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News and Insight

Interested in joining the PFS Compliance Practitioner Panel?

02 March 2015
It is very clear that many Personal Finance Society members have roles which incorporate 'compliance' functions.  In some cases, this is the member's sole function whilst in other cases the member is also ...

Not a member?

Members receive exclusive discounts on CII tuition, courses and exam entry.

Our 2015 Partners in Professionalism produce a selection of resources for advisers

02 March 2015
Our Partners in Professionalism have developed a wide range of valuable resources to support members. Below you will find a brief summary, ...

My PFS - Technical news - 03/03/2015

25 February 2015
PFS news update from 11 February 2015 - 24 February 2015, covering taxation, investments, and retirement planning. Quick Links Taxation a ...

Chartered Connections Q1 2015

16 February 2015
Chartered Connections events are educational events that are run exclusively for Chartered Financial Planners. These events offer an excell ...

Business advisers urged to alert clients to start planning for automatic enrolment

16 February 2015
Business advisers have been urged to alert their employer clients to start planning for automaticenrolment in good time to avoid the risk o ...

Other news

Consumer focused Retirement Symposium (12th March) – Limited Free Places »
There is considerable industry speculation about the new pension rules due in April: but what do your clients and pension investors think? This years IoD Symposium explores the issues from a consumer perspective with consumer and industry experts, innovators in product and service development speaking about the key issues 55-65yr olds now face and potential solutions. The Symposium will be supported by Engage Insight's ongoing research into the needs, fears and aspirations of consumers on this journey with data outputs presented on the day and a research paper published post the event. Structured CPD is available.
CII Public Interest Awards 2015 Winners Revealed »
The winners of the CII's annual Public Interest Awards were announced last night at a prestigious ceremony at East Wintergarden in London's Canary Wharf.
Protection market review - February 2015 »
Protection market update covering 14 January to 9th February 2015.
Mortgage market review - February 2015 »
Mortgage market update covering 14 January to 9th February 2015.
Regional officers help shape Personal Finance Society agenda »
Enhanced CPD and professional development programmes, the formation of a 'Financial Planning Academy' and a new financial planning practitioner panel were just some of the 2015 initiatives revealed at the Personal Finance Society's annual Officers' Conference in Birmingham last week.
Gary Shaughnessy appointed to Personal Finance Society board »
The Personal Finance Society has announced the appointment of Gary Shaughnessy to its board.
My PFS - Technical news - 03/02/2015 »
PFS news update from 14 January 2015 - 27 January 2015 covering taxation, pensions and investments. Quick Links Taxation and Trusts Online wills database made available to the public Consultation on early closure for tax enquiries Class 2 NICs will be payable via self-assessment The Office of the Public Guardian plans overhaul of regime for supervision of deputies Have your say A record number of self-assessment returns expected The transfer of ISA benefits to a surviving spouse/civil partner The new 0% starting rate of income tax - A practical reminder Consultation on an increased minimum period for which the remittance basis charge applies Investment planning Review of UK consumer price statistics The December inflation numbers Pensioner Bonds Quantitative Easing Retail Prices Index - Thoughts on deflation Retirement planning Pensions flexibility: QROPS changes Pensions Ombudsman rules in three more pension liberation/scam cases Statutory Money Purchase illustrations
My PFS - Technical news - 20/01/2015 »
Technical news update covering events from 3 December 2014 to 13 January 2015.
Considering the route to chartered? »
Upgrading from Diploma to Chartered won't take over your life - watch our brief video guide:
Celebrating Our 10 Year Anniversary »
As the Personal Finance Society celebrates its tenth birthday 2015 provides a great opportunity for the advice sector to reflect with pride on a key decade in its evolution into a profession.
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