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News and Insight

Other news

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
Protection market review November 2016 »
Protection market news update for November 2016
Personal Finance Society launches new events app »
The Personal Finance Society (PFS) has launched a new interactive events app, supporting tens of thousands of members who attend regional and specialist CPD events across the country each year.
Backstage with Keith Richards »
  It's been a busy time for the Personal Finance Society, as we continue to respond to a series of regulatory consultations from Treasury and the FCA.
My PFS - Technical news - 10/10/16 »
Personal Finance Society news update from 27 September to 10 October 2016 on taxation, retirement planning and investments.
CII New Generation Group 2017 launched »
Over forty future insurance leaders are beginning their training as part of the Chartered Insurance Institute's (CII) flagship talent programme: the New Generation Group. The 2017 class come from across the profession and the UK, with representatives from the likes of Aviva, Allianz, Markerstudy, Marsh, the Motor Insurers Bureau (MIB) and Zurich, among others. 
Protection market review - October 2016 »
Protection market news update for October 2016
My PFS - Technical news - 26/09/16 »
Personal Finance Society news update from 13 September to 26 September 2016 on taxation, retirement planning and investments.
Personal Finance Society appoints new president »
The Personal Finance Society has named NFU Mutual's Nick Turner as its new president for 2016/17.
Backstage with Keith Richards »
  Following last week's Annual General Meeting, I am thrilled to introduce you to the Personal Finance Society's new president and board for 2016/2017.
My PFS - Technical news - 13/09/16 »
Personal Finance Society news update from 31 August to 13 September 2016 on taxation, retirement planning and investments.
Women in Finance Charter »
Leading financial services firms are signing up to a new government Charter designed to improve gender diversity in senior positions in the sector.
Backstage with Keith Richards »
  Yesterday I attended the launch of a campaign to unite the insurance profession behind gender parity in work and in society more broadly.
New committee to focus on women's risk »
Senior Executives across the profession have joined forces to form a committee to lead the Insuring Women's Future's (IWF) programme.

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