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News and Insight

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Mortgage market review - May 2016 »
Mortgage market update for May 2016
Retirement & Later Life Roadshows »
Meeting the needs of an ageing population Following hot on the heels of the launch of the FCA's 'Ageing Population and Financial Services'project, this event will reflect upon the challenges and opportunities for financial advisers in meeting the advice needs of older consumers.
My PFS - Technical news - 26/04/16 »
Personal Finance Society news update from 13 April to 26 April 2016 on taxation, retirement planning and investments.
CII Public Interest Awards 2016 winners revealed »
The winners of the CII's annual Public Interest Awards were announced last night at a prestigious ceremony at Christ Church Spitalfields.
Sector must tackle SME reputational cover shortfall »
The CII Insurance Broking Faculty New Generation group is calling for industry wide action to address the gap in reputational risk protection for Small and Medium size Enterprises (SME).
My PFS - Technical news - 12/04/16 »
Personal Finance Society news update from 30 March to 12 April 2016 on taxation, retirement planning, and investments.
Mortgage market review - April 2016 »
Mortgage market update for April 2016
Protection market review - April 2016 »
Protection market news update for April 2016
My PFS - Technical news - 29/03/16 »
Personal Finance Society news update from 16 March to 29 March 2016 on taxation, retirement planning, and investments.
Next Round of Investment Roadshows Announced »
Brexit, Trump or a Chinese deceleration? In his recent budget the Chancellor, George Osborne, warned that 'storm clouds are clearly gathering in the world economy... In this series of specialist Investment Roadshows the Personal Finance Society, in association with its Partners in Professionalism, aims to help delegates understand how Brexit and major global risks could potentially impact their clients' portfolios and enable them to make more informed decisions. Whether you manage client money or outsource some or all of this service, this timely event will be of interest.
My PFS - Technical news - 15/03/16 »
Personal Finance Society news update from 2 March to 15 March 2016 on taxation, retirement planning, and investments.
Surge in insurance apprenticeships »
New figures from the CII show a 50% increase in technical insurance apprenticeship starts since 2013.
Mortgage market review - March 2016 »
Mortgage market update for March 2016
Protection market review - March 2016 »
Protection market news update for March 2016
Member Poll Results: Advisers split on "Brexit" »
UK's leading financial advisers vote to STAY in EU - but it's a very close run thing reveals The Personal Finance Society in new survey Majority of UK's top financial advisers vote to 'stay' But there are just 23 votes separating stay from leave Will there be significant legislative change if we leave? Jury is still out, says Personal Finance Society

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