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News and Insight

Other news

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
My PFS - Technical news - 01/03/16 »
Personal Finance Society news update from 17 February to 1 March 2016 on taxation, retirement planning, and investments.
Q2 Regional Conferences Announced »
Predictable bias, business protection and Budget 2016 The Personal Finance Society's quarter two Regional Conferences run from 12 April in Sussex through to London II on 23 June. For quarter two we have another packed and varied programme of practical and business relevant CPD. Changes and opportunities resulting from the Budget will form a central part of the day, with essential highlights including: Budget 2016: Implications and opportunities - Technical Connection Business protection for a nation of SMEs - Research insights The 6 key elements of a strategic plan - 3 short 'how to' videos from Steve Billingham Fiona Tait will take a closer look at changes to pensions tax relief Working with predictable bias (and other behavioural finance insights) Reviewing DB pensions schemes Who wants to be a Fund Manager?
Due acknowledgement for due diligence review »
The Personal Finance Society (PFS), have commended the 'constructive approach' shown by the FCA in their latest thematic review (TR16/1), on research and due diligence.
My PFS - Technical news - 16/02/16 »
Personal Finance Society news update from 3rd February to 16th February 2016 on taxation, retirement planning, and investments.
Clearer communications vital to consumer trust »
Independent research commissioned by the CII has identified that customers want greater empathy, clarity and consistency from providers when accessing their pensions under the new freedoms.
Society of Mortgage Professionals welcome FCA exam review »
The Society of Mortgage Professionals have expressed confidence in the FCA's announcement of a review of examination standards across a broad range of regulated activities - including mortgages - to ensure they remain fit for purpose.

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