The pension freedoms gamble and the results for equity release »
The Conservatives are expected to be the non-radical party
representing middle England with an 'if it ain't broke, don't fix
it' attitude. However, the far-reaching pension reforms that were
announced this past April, certainly do not follow the Tories
conventionally conservative approach. It was generally accepted,
however, that the pensions system was fundamentally broken and
CII's Apprenticeships Guide to Getting Started launched »
The Chartered Insurance Institute (CII) has today launched its
definitive guide to hiring an apprentice to coincide with National
Apprenticeship Week (9 - 13 March).
Mortgage market review - March 2015 »
Mortgage market update - news up to March
CII New Generation Group Raise Care Home Abuse Concerns »
The CII's Insurance Broking Faculty New
Generation Group 2014 have published a new report into the
availability and future market for liability cover for care
Interested in joining the PFS Compliance Practitioner Panel? »
It is very clear that many Personal Finance Society members have
roles which incorporate 'compliance' functions. In some
cases, this is the member's sole function whilst in other cases the
member is also an adviser/principal, researcher, paraplanner
Our 2015 Partners in Professionalism produce a selection of resources for advisers »
Our Partners in Professionalism have developed a wide range of
valuable resources to support members. Below you will find a brief
summary, with links to further information.
My PFS - Technical news - 03/03/2015 »
PFS news update from 11 February 2015 - 24 February 2015,
covering taxation, investments, and retirement planning.
Taxation and Trusts
variation and tax avoidance
Diverted Profits Tax
- Continued target by HMRC
The Government publishes consultation on the implementation of the
care costs cap
accounting standard and historic cost accounting
The January inflation
The crunch January figures
pensions forecasts to be revised
Short service refunds
published DB to DC transfer guidance for Trustees
Chartered Connections Q1 2015 »
Chartered Connections events are educational events that are run
exclusively for Chartered Financial Planners. These events offer an
excellent opportunity to share best practice with fellow Chartered
Financial Planners and other professionals.
Business advisers urged to alert clients to start planning for automatic enrolment »
Business advisers have been urged to alert their employer
clients to start planning for automaticenrolment in good time to
avoid the risk of enforcement action.
Consumer focused Retirement Symposium (12th March) – Limited Free Places »
There is considerable industry speculation about the new pension
rules due in April: but what do your clients and pension
investors think? This years IoD Symposium explores the
issues from a consumer perspective with consumer and industry
experts, innovators in product and service
development speaking about the key issues 55-65yr olds now face and
The Symposium will be supported by Engage Insight's ongoing
research into the needs, fears and aspirations of consumers on this
journey with data outputs presented on the day and a research paper
published post the event. Structured CPD is available.
CII Public Interest Awards 2015 Winners Revealed »
The winners of the CII's annual Public Interest Awards were
announced last night at a prestigious ceremony at East Wintergarden
in London's Canary Wharf.
Mortgage market review - February 2015 »
Mortgage market update covering 14 January to 9th February
Protection market review - February 2015 »
Protection market update covering 14 January to 9th February
Regional officers help shape Personal Finance Society agenda »
Enhanced CPD and professional development programmes, the
formation of a 'Financial Planning Academy' and a new financial
planning practitioner panel were just some of the 2015 initiatives
revealed at the Personal Finance Society's annual Officers'
Conference in Birmingham last week.
Gary Shaughnessy appointed to Personal Finance Society board »
The Personal Finance Society has announced the
appointment of Gary Shaughnessy to its board.