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News and Insight

My PFS - Technical news - 20/01/2015

20 January 2015
Technical news update covering events from 3 December 2014 to 13 January 2015.

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

Considering the route to chartered?

20 January 2015
Upgrading from Diploma to Chartered won't take over your life - watch our brief video guide:

Celebrating Our 10 Year Anniversary

20 January 2015
As the Personal Finance Society celebrates its tenth birthday 2015 provides a great opportunity for the advice sector to reflect with pride ...

Mortgage market review

13 January 2015
Mortgage market news, regulation, product developments, consumer trends and expert opinion from the previous month.

Protection market review

12 January 2015
Protection market news, regulation, product developments, consumer trends and expert opinion from the previous month.

Other news

Profession needs to unite in 2015 »
The CII's president, Ashwin Mistry, calls for the insurance profession to unify to resolve the challenges to come in the new year.
New Generation Group calls for industry wide action on workplace stress »
The CII's Underwriting Faculty New Generation Group is calling for the insurance profession to put in place a number of measures in the wake of the publication of its report into workplace stress. 
Hiscox and CII reach out to future professionals »
Hiscox and the CII hosted a series of events in London to promote the insurance profession to an audience of school children.
The FCA Joins our Q1 2015 Regional Conference Programme »
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 opportunity to understand the FCA's expectations following the third part of their thematic review on disclosure and the implementation of the RDR. Delegates will be able to understand the key pension planning opportunities pre- and post-April 2015.
My PFS - Technical news - 25/11/2014 »
PFS News bulletin update from 5 November 2014 - 18 November 2014
Book your place now for our Q2 2015 regional conferences »
Lifetime Cash Flow Modelling, the Budget, Income planning in early retirement and Crowdfunding For the Personal Finance Society's quarter two regional conferences delegates can look forward to a varied programme that will delve into the pros/cons of lifetime cash flow modelling, provide key updates from the April 2015 Budget, discuss the effect of the recent pension reforms on income planning in early retirement and offer an insightful  introduction to crowdfunding.
Public Interest Awards 2015 shortlist published »
The Chartered Insurance Institute has announced the shortlist for the second annual CII Public Interest Awards, and would like to congratulate all of the finalists following a rigorous judging process. The awards will be presented at a prestigious ceremony on 12 February 2015 at the East Wintergarden in London's Canary Wharf.
CII reveals shortlist for Public Interest Awards »
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 of categories in customer service, journalism, corporate social responsibility, marketing and PR.
My PFS - Technical news - 11/11/2014 »
PFS News update from 22 October 2014 - 4 November 2014.  
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.
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