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News and Insight

Aberdeen UK Platform Awards 2015 – leading advisers

26 May 2015
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 Londo ...

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

2015 Partners in Professionalism produce selection of resources for advisers - Part 2

20 May 2015
As you may be aware the Personal Finance Society works with a range of organisations that share our vision to raise professional standards, ...

My PFS - Technical news - 26/05/2015

20 May 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

11 May 2015
A news update from the Personal Finance Society covering the period 22 April 2015 to 5 May 2015: taxation and trusts, investments and pensi ...

Mortgage market review - May 2015

05 May 2015
Mortgage market update for May 2015

Other news

Protection market review- May 2015 »
Protection market news update for May 2015
CII New Generation Group Launch Best Practice Guide »
The CII Claims Faculty New Generation group is calling for organisations to adopt a new Best Practice Guide relating to requests made under Section 29(3) of the Data Protection Act. The guidance has been launched after two years of work behind the scenes with support from the Insurance Fraud Bureau (IFB).
My PFS - Technical news - 28/04/2015 »
PFS news update from 8 April - 21 April 2015
My PFS - Technical news - 14/04/2015 »
PFS news update from 25 March 2015 - 7 April 2015 covering tax, investments and retirement planning.
CII Launches New Pensions Exam Unit »
The CII has launched the Pensions Update Programme (R08) in light of the new pension freedoms introduced in April 2015.
Mortgage market review - April 2015 »
Mortgage market update for April 2015
Protection market review - April 2015 »
Protection market review for April 2015
Tackling The Skills Gap: From Classroom To Workplace »
The CII's pre-election skills manifesto identifies five key policy issues, an incoming government will need to address in order to tackle the UK's skills gap.
CII Workplace and Salary Survey: Chartered pays a quarter more »
Key findings from the CII's first survey looking into workplace salaries in the insurance sector.
My PFS - Technical news - 31/03/2015 »
Personal Finance Society news update from 11 March 2015 - 24 March 2015, covering Taxation, Investments, and Retirement Planning.
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