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News and Insight

Other news

PFS welcomes youngest ever Fellow to its ranks »
A 22-year old wealth manager from Wiltshire has become the youngest ever Fellow of the Personal Finance Society, with the ambition of becoming one of the best financial advisers in the UK.
Financial advice sector launches new apprenticeship standard »
Future generations of financial advisers will be offered a wider range of pathways into the profession after the launch of a new apprenticeship standard for the sector.
My PFS - Technical news - 21/11/16 »
Personal Finance Society news update from 8 November to 21 November 2016 on taxation, retirement planning and investments.
The CII responds to the Autumn Statement 2016 »
The CII responds to the Chancellor's Insurance Premium Tax increase announcement
Mortgage market review December 2016 »
Mortgage market update for December 2016
Protection market review December 2016 »
Protection market update for December 2016
Backstage with Keith Richards »
  It was with great pleasure last week, that we welcomed more than 600 members to two major events in Belfast and Newport.
My PFS - Technical news - 07/11/16 »
Personal Finance Society news update from 25 October to 07 November 2016 on taxation, retirement planning and investments.
CII launches new pension transfers qualification »
The Chartered Insurance Institute (CII) has launched a new pension transfers qualification to support those seeking to provide specialist pension transfers advice.
CII launches Strategic Manifesto - A roadmap to 2021 »
The Chartered Insurance Institute (CII) today launches its new Strategic Manifesto, which sets out a roadmap for the next five years on how it will modernise and work with the profession to build public trust.
My PFS - Technical news - 24/10/16 »
Personal Finance Society news update from 11 October to 24 October 2016 on taxation, retirement planning and investments.
Backstage with Keith Richards »
  Last week, the Personal Finance Society stepped up its campaign against scammers and fraudsters by joining the fight against cold calling for pensions and investments.
500 mortgage professionals now qualified to CII Level 4 »
The Society of Mortgage Professionals have announced that 500 mortgage advisers have already completed the CII Level 4 Certificate in Advanced Mortgage Advice since its launch just two years ago.
Q1 2017 Regional Conferences Announced »
Good practice for a topsy-turvy world We will be kicking 2017 off with a great topic line-up for your quarter-one regional conferences. FCA will be joining the programme to share good practice insights from their advisory process review work and Square Mile Research will demonstrate the risks of over reliance on suitability tools. Other Q1 highlights include: Managing risk in a topsy-turvy world A year of living dangerously? - Global markets outlook for 2017 Income and value investing Planning to avoid the pensions tax traps - A case study from Technical Connection
Mortgage market review November 2016 »
Mortgage market update for November 2016



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