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News and Insight

The FCA Joins our Q1 2015 Regional Conference Programme

25 November 2014
FCA guidance, pensions and IHT planning and social media ROI The Personal Finance Society's quarter one regional conferences have a fantastic and varied programme which will provide members with an opportunit ...

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

My PFS - Technical news - 25/11/2014

25 November 2014
PFS News bulletin update from 5 November 2014 - 18 November 2014

CII reveals shortlist for Public Interest Awards

19 November 2014
The shortlist for the CII's annual Public Interest Awards has been announced as it enters its second year. The awards cover a wide variety ...

Public Interest Awards 2015 shortlist published

19 November 2014
The Chartered Insurance Institute has announced the shortlist for the second annual CII Public Interest Awards, and would like to congratul ...

My PFS - Technical news - 11/11/2014

11 November 2014
PFS News update from 22 October 2014 - 4 November 2014.  

Other news

2014 Chartered Award Winners Announced »
The 2014 Chartered Award winners were unveiled by celebrity host Alexander Armstrong, with the flagship Chartered Financial Planner of the Year award going to Lisa Johnstone APFS.
Drawdown Webinar »
THIS EVENT IS NOW FULLY BOOKED.
Mortgage Market Review »
Mortgage market news update covering October 2014.
Protection Market Review »
Protection market news update covering October 2014.
2014 CII Skills Survey: rising skills shortages hit general insurance »
Skills shortages in general insurance (GI) businesses have risen significantly in the last twelve months according to the Chartered Insurance Institute's (CII)  annual skills survey, in association with Markerstudy Group. The research, conducted amongst the CII membership, found 73% of employers reporting shortages, a 13 percentage point  increase on 2013.
My PFS Technical news 28/10/2014 »
PFS news update from 8 October 2014 - 21 October 2014 Items from the My PFS email can be found here:
CII's class of 2015 New Generation Groups launched »
The CII unveiled the participants in this year's New Generation Group programme, as the selected members met for the first time at the launch event held in London on the 17th of October.
My PFS - Technical news - 14/10/2014 »
PFS news update from 24 September 2014 - 7 October 2014
Retirement Advice Survival Guide »
Since the fundamental pensions changes announced in the Budget there has been somewhat of an 'advice vacuum' ahead of the legislation actually being introduced in 2015. A new guide from Billy Burrows aims to guide professional advisers in adapting their pre-budget advice processes to accommodate the new retirement options. Read the Retirement Advice Survival Guide
My PFS - Technical news - 30/09/2014 »
PFS news bulletin update from 10 September 2014 - 23 September 2014
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