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News and Insight

My PFS - Technical news - 21/06/16

22 June 2016
Personal Finance Society news update from 8 June to 21 June 2016 on taxation, retirement planning and investments.

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Backstage with Keith Richards

10 June 2016
The Personal Finance Society recently commissioned a survey to measure the level of trust and confidence in the financial advice professi ...

My PFS - Technical news - 07/06/16

08 June 2016
Personal Finance Society news update from 25 May to 7 June 2016 on taxation, retirement planning and investments.

New Chartered insurance risk management title passes 400

06 June 2016
The CII's Chartered insurance risk manager title has seen over 400 professionals take it up since its launch in January. 

THE 2016 COMMITMENT

06 June 2016
A life, pensions and long term savings initiative led by Chartered Insurance Institute (CII) President Robert Fletcher ACII Dip PFS has lau ...

Other news

Protection market review - June 2016 »
Protection market news update for June 2016
Backstage with Keith Richards »
Many of you would have read about recent comments made by the Bank of England's chief economist Andy Haldane, who wrongly suggested that financial advisers had "no clue" about recent changes to pension regulation.
Mortgage market review - June 2016 »
Mortgage market update for June 2016
Marketers key in building customer trust »
The CII's most recent paper in its Ethical Guidance series aimed at insurance marketers
My PFS - Technical news - 24/05/16 »
Personal Finance Society news update from 11 May to 24 May 2016 on taxation, retirement planning and investments.
Q3 Regional Conferences Announced »
Considering alternative retirement journeys & advice for an ageing population We are delighted that the FCA is joining the next round of regional conferences to share with members the key findings from their recent research & due diligence thematic review. A high quality programme of practical and business relevant CPD will include: Advising our Ageing Population Taking control - important legal issues for clients in later life Regrets? They've got a few….. Considering alternative retirement journeys Income Drawdown Investment Strategies: Theories, Myths and Facts Opportunities in UK Income "The Global Economy on Trial….." Is it on the brink of another major recession? FCA to explore good and poor research & due diligence practices "Very strong content - current and good spread" Q2 delegate feedback Click the links below for more information on your local event.
Backstage with Keith Richards »
A fairer FSCS levy scheme. Most of you would have noticed recent and encouraging comments from Financial Services Compensation Scheme (FSCS) chief executive Mark Neale, who has called on the financial advice sector to play a bigger role in helping to shape a fairer FSCS levy scheme.
My PFS - Technical news - 10/05/16 »
Personal Finance Society news update from 27 April to 10 May 2016 on taxation, retirement planning and investments.
Protection market review - May 2016 »
Protection market news update for May 2016
Mortgage market review - May 2016 »
Mortgage market update for May 2016
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