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Personal Finance

Pensions independent governance committees: perceptions of value »
Summary of extensive research into the new Independent Governance Committees set up by defined-contribution pension providers.
My PFS - Technical news - 25/04/17 »
Personal Finance Society news update from 11th to 25th April 2017.
Tax efficient savings »
Many times we hear "my property is my pension" where people are talking about their home or buy to let portfolio but by combining property and pensions more tax efficiency could be achieved.
Dividend v salary v pension revisited »
Considering the options and tax consequences for funds derived from profits is only really relevant in relation to owner/managers of private limited companies.  Profits derived by the self-employed are assessed to tax on the sole trader no matter how those profits are spent.  The same is true for partners and members of a LLP - they are taxed on their share of profits whether it is drawn or not.
FCA Business Plan 2017-18, Risk Outlook and Future Mission »
The FCA Business Plan sets out potential risks and priorities for the year. Technology figures strongly on the regulator's list of areas to watch for.
My PFS - Technical news - 11/04/16 »
Personal Finance Society news update from 29 March 11 April 2017.
Technology providers to continue evolution in mortgage advice »
The recent announcement that Equifax have teamed up with Castlight in order to provide a real-time affordability platform, provides further evidence that technology providers will not rest on their laurels in their bid to provide advisers with the best possible tools to do their jobs.
Conveyancers must think digitally to succeed in 2017 »
These are unpredictable times for the property market with forecasts changing from joyfully optimistic to the polar opposite within what feels like the blink of an eye, but there is one thing I am sure of - the future of conveyancing is online.
Mortgage market review April 2017 »
Mortgage market update for April 2017
Protection market review April 2017 »
Protection market update for April 2017
2017 Spring Budget - The pension changes »
Following on from our previous article looking at the non-pensions Budget changes, this article looks at the main pensions changes, as announced.
2017 Spring Budget - The main non-pensions changes »
This year's March Budget was the last Spring Budget, as Mr Hammond has said that from now on Budgets will be presented in Autumn, with the Spring reserved for a financial statement. Thus in 2017 we will have two Budgets, with the second probably arriving in November.
Cridland report into State Pension Age reform »
Independent review into State Pension Age by John Cridland CBE recommended reforms to State Pension Age and the pensions Triple Lock.
Periodical Payments Orders and personal injury compensation explained »
In the wake of the recent hike in the Discount Rate for lump sum payments, this half hour continuing professional development video looks at the related issue of Periodical Payments Orders, current take-up and how they operate. PPOs are compensation awards in personal injury claims which, in addition to providing a lump sum for damages for pain and suffering and for past financial loss, provide regular index linked payments for some or all of the future financial loss.
Trust disputes - interesting decisions from 2016 »
This month we continue to look at some interesting Court decisions from last year in the area of trust law. Last month we considered one case concerning trustees' duties when investing trust funds, and another one dealing with the more fundamental question of whether a trust in fact existed or not. Another area that is frequently the subject of a dispute in this area is the beneficiaries' right to receive information from the trustees about the trust fund and there has been a recent decision on this so we start with it. We then look at yet another decision involving a settlor's mistake as to the consequences of a transfer of an asset to a trust.

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