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Personal Finance

Rectification of trust mistakes

19 January 2017
It is a well-known fact that once a trust deed has been executed it cannot simply be amended subsequently. Certainly, changes will not be allowed simply because the settlor changes his mind. However, where it ...

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CII member economic outlook and Brexit survey results

17 January 2017
This edition of the CII Member Survey indicates a significant fall in confidence for 2017 among CII members, across all three key indicator ...

CII calls for Brexit transitional arrangements as economic confidence plummets across profession

17 January 2017
Economic confidence across the insurance profession falls to its lowest level since 2011 Nearly half (48%) of those working in insurance ...

More than just the big print: meeting the needs of an ageing population

16 January 2017
Providers and advisers face an on-going challenge of delivering inclusive services to the growing number of oldest old and others faced wit ...

The inexorable rise in demand for bridging loans

12 January 2017
The bridging industry has gained both ground and reputation in the past few years. The credit crunch, while creating problems for the lendi ...

Mortgage market review January 2017 »
Mortgage market update for January 2017
Protection market review January 2017 »
Protection market update for January 2017
CII/PFS Statement: FCA Consultation Paper - Reviewing the funding of the FSCS »
Responding to the release of the FCA's Consultation Paper:  Reviewing the funding of the FSCS, Keith Richards, Managing Director (Engagement) at the Chartered Insurance Institute and Chief Executive of the Personal Finance Society, has welcomed the opportunity for stakeholders to provide feedback on potential reforms to both the FSCS levy and the cost of professional indemnity insurance, and the suggestion that the burden of FSCS funding will be shifted to higher risk segments of the sector.
Protection market review December 2016 »
Protection market update for December 2016, Part 2
Mortgage market review December 2016 »
Mortgage market update for December 2016, Part 2
FCA Appropriate Qualification Exam Standards »
The updating of the Appropriate Examination Standards has been a priority for some time and it is pleasing that it has now happened. We are mindful that the review does not focus on underpinning structural issues like the make-up of the regulated activities order itself or changing the levels of the qualification required for particular activities.
Backstage with Keith Richards »
As this will be my final blog for 2016, I thought it would be worth reflecting on what has been a truly momentous and tumultuous year, both globally and also for the UK financial advice profession.
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.
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