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Personal Finance

Mortgage market review December 2016 »
Mortgage market update for December 2016
Protection market review December 2016 »
Protection market update for December 2016
HM Treasury definition of advice consultation »
The Personal Finance Society recognises the government's implicit endorsement of the benefits associated with more people being able to access information, guidance and advice in respect of their financial needs.  
Backstage with Keith Richards »
  It was with great pleasure last week, that we welcomed more than 600 members to two major events in Belfast and Newport.
My PFS - Technical news - 07/11/16 »
Personal Finance Society news update from 25 October to 07 November 2016 on taxation, retirement planning and investments.
Reducing income tax and capital gains tax with the help of pension contributions »
Most taxpayers, especially higher rate/additional rate taxpayers, would be happy to hear about the possibility of saving income tax and/or capital gains tax whilst at the same time benefiting from tax relief.  The key to this is the payment of contributions to a registered pension plan linked to the personal tax situation of the individual taxpayer.
CII launches new pension transfers qualification »
The Chartered Insurance Institute (CII) has launched a new pension transfers qualification to support those seeking to provide specialist pension transfers advice.
My PFS - Technical news - 24/10/16 »
Personal Finance Society news update from 11 October to 24 October 2016 on taxation, retirement planning and investments.
Backstage with Keith Richards »
  Last week, the Personal Finance Society stepped up its campaign against scammers and fraudsters by joining the fight against cold calling for pensions and investments.
Will planning - some practical considerations »
We have looked at the tax considerations in will planning a number of times over the last couple of years and whilst these are, of course, of fundamental importance, many problems arise - judging from the types of question we are often asked as well as the types of case that end up in Court - from not enough attention being paid to practical issues. So over the next two months we will look at some of these issues.
Pension contributions and estate planning »
Different government, different agenda. The march towards simplification has now been halted in its tracks and replaced by objectives of 'fairness' and anti-avoidance. As such, it is timely to consider strategies which may now come under attack.
Building resilient households »
Each year, a million people in the UK suffer a prolonged absence from work due to sickness. Insurance can, and does, play a significant role both in helping people cope financially during a sickness absence and in getting them back to work. Many other services and agencies also play a major part.
500 mortgage professionals now qualified to CII Level 4 »
The Society of Mortgage Professionals have announced that 500 mortgage advisers have already completed the CII Level 4 Certificate in Advanced Mortgage Advice since its launch just two years ago.
Guide to mortgages in a low-interest environment »
The guide explores what shapes mortgage rates, what will happen if the Bank of England reduces the base rate to 0 per cent and what advice you should give clients in the current low interest rate environment.
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



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