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News and Insight

Other news

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.
Mortgage market review - February 2016 »
Mortgage market update for February 2016
Protection market review - February 2016 »
Protection market news update for February 2016
CII Public Interest Awards 2016 shortlist revealed »
The shortlist for the CII's annual Public Interest Awards has been revealed. The awards, now in their third year, cover a wide variety of categories in customer service, journalism, corporate social responsibility and PR. All entries were judged by a panel of experts examining how individuals, teams and organisations have demonstrated that they do the most to educate, inform and benefit buyers of personal and commercial insurance in the UK.
Personal Finance Society Response to the Financial Advice Market Review Consultation »
Along with our colleagues at the Chartered Insurance Institute, we believe that the Financial Advice Market Review (FAMR) offers a once in a generation opportunity to explore how advice can be provided in its broadest sense and to introduce new thinking on ways it could be made readily accessible to all who need it. Any efforts to streamline, simplify and improve the market must be done from a consumer perspective and in a way that builds confidence. They must not be allowed to re-invigorate the very problems the RDR and Thoresen Review were meant to solve, or create loopholes for the unscrupulous to exploit.
Insuring women's futures - WOW London 2016 »
Diversity, gender equality, and the challenge of Insuring Women's Futures will be under scrutiny on Friday 11th March 2016, at the Women of the World (WOW) Festival's WOW Friday, at the Southbank Centre, London. Global insurer AIG and the Chartered Insurance Institute (CII) are partnering with the festival and will be leading the conversation about risks faced by women in society and how the profession can respond.
My PFS - Technical news - 02/02/2016 »
Personal Finance Society news update from 20th January to 2nd February 2016 on taxation, retirement planning, and investments.
Extreme weather and greenhouse gas emissions to impact insurance »
CII releases new research report setting out the post-Paris conference challenges for the insurance sector

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