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News and Insight

My PFS - Technical news - 07/07/2015

03 July 2015
Personal Finance Society news update from 17 June 2015 -  30 June 2015 on taxation, retirement planning, and investments.

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23 June 2015
The Chartered Insurance Institute (CII) and Personal Finance Society, depend on the support of members to ensure it remains the premier pro ...

FCA thematic review prompts renewed interest in CII delegated authority exam

22 June 2015
The recent FCA thematic review into delegated authority has found the sector wanting in a number of areas with several commentators suggest ...

My PFS - Technical news - 23/06/2015

22 June 2015
Personal Finance Society news update from 3 June 2015 -  16 June 2015 on taxation, retirement planning, and investments.

New Generation programme 2016 asks future leaders to step forward

18 June 2015
The CII is calling for potential future leaders in claims, underwriting, insurance broking and the London Market to put themselves forward ...

Other news

Financial Advice for Later Life: Watch Online Now »
During May and June 2015 we ran a series of roadshows focusing on some of the key aspects of later life advice. The new pension freedoms have provided greater flexibility but also present hidden dangers. Increased longevity will present a challenge for many clients when it comes to funding care fees in old age, and when you throw social and political change into the mix it's easy to see how fresh thinking is needed to deliver appropriate solutions.
Commercial property guide for financial advisers »
The Investment Property Forum (IPF) launched'Understanding UK Commercial Property Investments: A Guide for Financial Advisers'2015 edition at a breakfast hosted by the Personal Finance Society (PFS) on 11 June.
CII New Generation Group calls for action on flood response »
The CII's 2014 CII Claims Faculty New Generation Group is calling for the insurance sector to drive further enhancement of the response to flooding, in their wide-ranging report published today.
My PFS - Technical news - 09/06/2015 »
Personal Finance Society news update from 20 May 2015 -  2 June 2015 on taxation, retirement planning, and investments.
Mortgage market review - June 2015 »
Mortgage market update for June 2015
Protection market review- June 2015 »
Protection market news update for June 2015
Aberdeen UK Platform Awards 2015 – leading advisers »
Once again the Aberdeen UK Platform Awards will recognise advisers, large and small, who have achieved excellence in running a platform-enabled business or practice. The awards dinner will be held at the London Hilton on Park Lane on September 22, hosted by Kate Silverton.
2015 Partners in Professionalism produce selection of resources for advisers - Part 2 »
As you may be aware the Personal Finance Society works with a range of organisations that share our vision to raise professional standards, and are prepared to invest the time and resources to support our members. Our 2015 partners have developed a range of resources that could add real value to you and your business. Below is a brief summary with links to further information.
My PFS - Technical news - 26/05/2015 »
Personal Finance Society news update from 6 May 2015 - 19 May 2015 on taxation, retirement planning, and investments.  
My PFS - Technical news - 12/05/2015 »
A news update from the Personal Finance Society covering the period 22 April 2015 to 5 May 2015: taxation and trusts, investments and pensions.
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