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News and Insight

Protection market review - October 2016

27 September 2016
Protection market news update for October 2016

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Personal Finance Society appoints new president

17 September 2016
The Personal Finance Society has named NFU Mutual's Nick Turner as its new president for 2016/17.

Backstage with Keith Richards

16 September 2016
Following last week's Annual General Meeting, I am thrilled to introduce you to the Personal Finance Society's new preside ...

My PFS - Technical news - 13/09/16

14 September 2016
Personal Finance Society news update from 31 August to 13 September 2016 on taxation, retirement planning and investments.

Women in Finance Charter

13 September 2016
Leading financial services firms are signing up to a new government Charter designed to improve gender diversity in senior positions in the ...

Other news

Backstage with Keith Richards »
Yesterday I attended the launch of a campaign to unite the insurance profession behind gender parity in work and in society more broadly.
New committee to focus on women's risk »
Senior Executives across the profession have joined forces to form a committee to lead the Insuring Women's Future's (IWF) programme.
My PFS - Technical news - 30/08/16 »
Personal Finance Society news update from 17 August to 30 August 2016 on taxation, retirement planning and investments.
After Brexit, what next for the mortgage market? »
Up until the surprise result of the EU referendum vote, the mortgage sector was doing well. 
Mortgage and Protection Roadshows October 2016 »
About the Event Following a successful round of events in Spring, the Society of Mortgage Professionals (SMP) is proud to announce another series of mortgage and protection road shows in the Autumn. We are delighted that the Financial Conduct Authority (FCA) will feature again, as well a special focus on level 4 technical case studies.
Protection market review - September 2016 »
Protection market news update for September 2016
Mortgage market review - September 2016 »
Mortgage market update for September 2016
My PFS - Technical news - 16/08/16 »
Personal Finance Society news update from 3 August to 16 August 2016 on taxation, retirement planning and investments.
Backstage with Keith Richards »
Together with practitioner members of the Personal Finance Society Board, I recently met with the FCA as part of a 'smarter communications and suitability report meeting. We, together with FOS, APFA and Compliance specialists focused on how overcomplicated suitability reports, which are proving ineffective from a consumer perspective, and overly bureaucratic for advisers, could be streamlined to improve clarity.
Q4 2016 Regional Conferences Announced »
Megatrends, mortality and risk mitigation In our final regional conferences of 2016 members can look forward to a varied agenda that includes essential market insights, business skills, and a focus on the core technical advice areas of retirement, investment and inheritance tax planning. Highlights will include: A high quality programme of practical and business relevant CPD will include: Inflation - understanding the drivers and designing risk mitigation strategies Investment - a sustainable approach to global megatrends Future proofing - mitigating risk to deliver sustainable retirement incomes Protection - Delivering the wake-up call to clients Skills - Making time your friend Pensions use and mis-use IHT planning "Very strong content - current and good spread" Q2 delegate feedback Click the links below for more information on your local event.
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