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Personal Finance

The inexorable rise in demand for bridging loans »
The bridging industry has gained both ground and reputation in the past few years. The credit crunch, while creating problems for the lending industry as a whole, saw lenders in the bridging industry rise to fill the gap left by the mainstream lenders.
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.
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.
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.
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.
Ongoing lifetime allowance enhancements and reductions »
The lifetime allowance is one of many aspects of pension legislation that is getting ever more complex as we get further away from A-day in 2006. We are nearly 11 years on and it has gone up from £1.5 million to £1.8 million and now we are having to cope with a standard lifetime allowance of just £1 million. With this new reduction it is ever more important to understand any enhancement or reductions that can apply to this headline number.
Will planning - some practical considerations - Part II »
This month we continue to look at practical considerations surrounding making a will. In particular, we will look at the role of executors and trustees and at specific issues arising in connection with business assets and digital assets. We will also consider the pros and cons of avoiding probate by transferring assets to a trust during lifetime.
Autumn statement 2016 »
This summary has been prepared very rapidly by Taxbriefs and is for general information only. It is recommended to seek competent professional advice before taking or refraining from taking action on the basis of the contents of this publication. The guide represents the authors understanding of the law and HM Revenue & Customs practice as at 23rd November 2016, which are subject to change. Quick links Highlights » Introduction » Economic background » Savings and pensions » Personal taxation » Business taxes » Welfare » Tax avoidance, evasion and compliance » Main income tax allowances and rates » Income tax rates and bands » National Insurance Contributions »
The CII responds to the Autumn Statement 2016 »
The CII responds to the Chancellor's Insurance Premium Tax increase announcement

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