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News and Insight

Other news

Mortgage and Protection Roadshows October 2016 »
About the Event Following a successful round of events in Spring, the Society of Mortgage Professionals (SMP) is proud to announce another series of mortgage and protection road shows in the Autumn. We are delighted that the Financial Conduct Authority (FCA) will feature again, as well a special focus on level 4 technical case studies.
After Brexit, what next for the mortgage market? »
Up until the surprise result of the EU referendum vote, the mortgage sector was doing well. 
Protection market review - September 2016 »
Protection market news update for September 2016
Mortgage market review - September 2016 »
Mortgage market update for September 2016
My PFS - Technical news - 16/08/16 »
Personal Finance Society news update from 3 August to 16 August 2016 on taxation, retirement planning and investments.
Backstage with Keith Richards »
Together with practitioner members of the Personal Finance Society Board, I recently met with the FCA as part of a 'smarter communications and suitability report meeting. We, together with FOS, APFA and Compliance specialists focused on how overcomplicated suitability reports, which are proving ineffective from a consumer perspective, and overly bureaucratic for advisers, could be streamlined to improve clarity.
Q4 2016 Regional Conferences Announced »
Megatrends, mortality and risk mitigation In our final regional conferences of 2016 members can look forward to a varied agenda that includes essential market insights, business skills, and a focus on the core technical advice areas of retirement, investment and inheritance tax planning. Highlights will include: A high quality programme of practical and business relevant CPD will include: Inflation - understanding the drivers and designing risk mitigation strategies Investment - a sustainable approach to global megatrends Future proofing - mitigating risk to deliver sustainable retirement incomes Protection - Delivering the wake-up call to clients Skills - Making time your friend Pensions use and mis-use IHT planning "Very strong content - current and good spread" Q2 delegate feedback Click the links below for more information on your local event.
My PFS - Technical news - 02/08/16 »
Personal Finance Society news update from 20 July to 2 August 2016 on taxation, retirement planning and investments.
Mortgage market review - October 2016 »
Mortgage market update for October 2016
Protection market review - August 2016 »
Protection market news update for August 2016
Mortgage market review - August 2016 »
Mortgage market update for August 2016
Backstage with Keith Richards »
It is always so pleasing to hear stories of members going above and beyond the call of duty.
My PFS - Technical news - 19/07/16 »
Personal Finance Society news update from 5 July to 19 July 2016 on taxation, retirement planning and investments.
Backstage with Keith Richards »
Many advisers were left disappointed last month when the idea of a product levy was deemed outside the scope of the current review into FSCS funding.
CII launches new Level 3 life and pensions qualification »
The CII has launched a new life and pensions-focused qualification route aimed at early-career staff working for life, pensions and long terms savings firms, including customer operations back-office staff and contact centre team leaders. Developed in consultation with an employer steering group, the new Level 3 Certificate in Financial Services, Life and Pensions route offers practical support to firms committing to the CII's industry-led framework of professional standards, the 2016 Commitment.

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