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
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
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
Income and value investing
Planning to avoid the pensions tax traps - A case study from