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News and Insight

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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.
Sandy Scott to stand down as CEO at the Chartered Insurance Institute »
Dr Sandy Scott has announced his intention to relinquish his role as chief executive officer at the Chartered Insurance Institute (CII).
My PFS - Technical news - 17032015 »
PFS news update from 25 February 2015 - 10 March 2015 covering taxation, investments, pensions and retirement planning.
Protection market review March 2015 »
Protection market news update covering the month to 9 March 2015.    
The pension freedoms gamble and the results for equity release »
The Conservatives are expected to be the non-radical party representing middle England with an 'if it ain't broke, don't fix it' attitude. However, the far-reaching pension reforms that were announced this past April, certainly do not follow the Tories conventionally conservative approach. It was generally accepted, however, that the pensions system was fundamentally broken and needed fixing. 
CII's Apprenticeships Guide to Getting Started launched »
The Chartered Insurance Institute (CII) has today launched its definitive guide to hiring an apprentice to coincide with National Apprenticeship Week (9 - 13 March).
Mortgage market review - March 2015 »
Mortgage market update - news up to March 2015.  
CII New Generation Group Raise Care Home Abuse Concerns »
The CII's Insurance Broking Faculty New Generation Group 2014 have published a new report into the availability and future market for liability cover for care homes.
Interested in joining the PFS Compliance Practitioner Panel? »
It is very clear that many Personal Finance Society members have roles which incorporate 'compliance' functions.  In some cases, this is the member's sole function whilst in other cases the member is also an adviser/principal, researcher, paraplanner etc.
Our 2015 Partners in Professionalism produce a selection of resources for advisers »
Our Partners in Professionalism have developed a wide range of valuable resources to support members. Below you will find a brief summary, with links to further information.
My PFS - Technical news - 03/03/2015 »
PFS news update from 11 February 2015 - 24 February 2015, covering taxation, investments, and retirement planning. Quick Links Taxation and Trusts Offshore accounts Deeds of variation and tax avoidance Diverted Profits Tax BPRA Schemes - Continued target by HMRC The Government publishes consultation on the implementation of the care costs cap New accounting standard and historic cost accounting The marriage allowance Investment planning Pensioner' Bonds The January inflation numbers Tax revenue: The crunch January figures Retirement planning State pensions forecasts to be revised Short service refunds TPR published DB to DC transfer guidance for Trustees
Chartered Connections Q1 2015 »
Chartered Connections events are educational events that are run exclusively for Chartered Financial Planners. These events offer an excellent opportunity to share best practice with fellow Chartered Financial Planners and other professionals.
Consumer focused Retirement Symposium (12th March) – Limited Free Places »
There is considerable industry speculation about the new pension rules due in April: but what do your clients and pension investors think? This years IoD Symposium explores the issues from a consumer perspective with consumer and industry experts, innovators in product and service development speaking about the key issues 55-65yr olds now face and potential solutions. The Symposium will be supported by Engage Insight's ongoing research into the needs, fears and aspirations of consumers on this journey with data outputs presented on the day and a research paper published post the event. Structured CPD is available.
Business advisers urged to alert clients to start planning for automatic enrolment »
Business advisers have been urged to alert their employer clients to start planning for automaticenrolment in good time to avoid the risk of enforcement action.
CII Public Interest Awards 2015 Winners Revealed »
The winners of the CII's annual Public Interest Awards were announced last night at a prestigious ceremony at East Wintergarden in London's Canary Wharf.

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