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| Welcome to the PFS Knowledge Services website
This site is a unique source of technical and market information on financial services. It’s also a gateway to other published material, whether online or printed, underpinned by document delivery and library services.
Most of the features on this site are exclusive to PFS and other CII members. Non-members are welcome to browse the “about” sections and the information listings but you need to log in to access most content.
You can join now; you don’t have to pass exams to be a member. Click here for information on membership and to join online or by phone. (If you wish to use this site today you should join by phone. There may be a delay of a few hours while our database is updated. |
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The resources on this site are recommended to PFS members for continuing professional development. They can be used to earn credits towards your annual requirement if appropriate to your development needs. |
For maintenance reasons some features will be unavailable at 2.30am UK time for about 10 minutes.
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Knowledge gateway >
Provides easy access to a wide range of publications, both printed and online, on this site and elsewhere. Incorporates the CII library catalogue as well as details of journal articles, websites and online documents. Click here to search the whole gateway, or browse these sample search links:
Buy to let
Child trust funds
Depolarisation
Fees
Inheritance tax
Wrap accounts
Year-end tax planning
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 Fact files >
A series of nearly 40 technical guides commissioned from industry experts and regularly updated. Includes several guides to regulation. Other titles include:
The tax treatment of pension schemes
Critical illness insurance
Equity release
Fee-based advice in financial services
Long-term care insurance
Payment protection insurance
Recent developments in life assurance law
Recent developments in mortgage product design
Stakeholder pension schemes
State retirement pensions
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Market data >
Key figures on the UK and international markets. Includes inflation and housing finance figures as well as detailed tax data. |
Dictionaries >
Define and explain nearly 8,000 terms in insurance, finance, investment and related areas. |
Journals >
The complete text of Financial Solutions and other CII Group titles. |
Faculty focus >
A comprehensive archive of publications and presentations from the CII and PFS faculties, including the Personal Financial Planning, Corporate Financial Planning and Retirement and Care streams.
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PFS focus >
A complete archive of newsletters and other publications from the PFS, including the Technical Bulletin, the Regulatory Bulletin and Technical Tips.
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Bookshop >
Exclusive discounts on a wide range of books and other publications. For similar offers on online and other electronic services click here. |
Research centre >
A guide to CII and PFS research activities and how members can get involved. Includes published CII research reports and a general guide to research methodology. |
Career support centre >
Everything you need to know for a successful and fulfilling career. Includes advice and information on examinations, study skills, business skills, salaries, job hunting, employment law, work and families, repetitive strain injury, stress management, redundancy and retirement. |
News digest >
Technical, regulatory and other developments impacting on insurance and financial services since 2005. |
Global web directory >
The most comprehensive resource of its kind on the web, this directory covers over a thousand sites (from more than 70 countries) focusing on insurance, risk and financial services. |
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New on this site
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You can now browse this site by topic. You can choose from guides on
health insurance, life assurance, mortgages and pensions. Further topic guides will follow.
Don't forget the book! For wide-ranging, in-depth, authoritative information in a compact form, it's still unmatched. Recent additions lists a selection of the books added to the CII library each month. All items can be borrowed by CII and PFS members, by post if required (UK and Europe).
In his first Budget, the difficult economic circumstances and many pre-announcements left Chancellor Alistair Darling with relatively little scope for surprises. Details of the main tax provisions are now available here.
Our News digest feature provides a handy summary of technical, regulatory and other developments impacting on insurance and financial services since 2005.
For handy figures on births, marriages, deaths and life and health expectancies, visit our new demography feature. Sourced from the Office for National Statistics, these are the most authoritative figures available on UK society – a valuable resource for any adviser who needs to demonstrate to clients the realities of life in the 21st century and the need for adequate financial protection to cope with the challenges.
A new fact file on equity release is now available, providing a detailed guide to this expanding and often controversial product class. Covering both lifetime mortgages and home reversion plans, the guide looks at product features, the consumer profile, product providers, regulation and implications for tax and benefits.
Recent developments in life product design is the latest addition to our range of technical fact files. This survey seeks to summarise the most important developments affecting the design and construction of life assurance policies since 1996.
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New in print
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| The Knowledgepack is a compendium of useful technical and market information sent to all PFS members on joining and renewal. In response to member feedback we are now producing the book in two versions – general insurance and financial services – to enable us to provide more sector-specific information. The latest financial services version includes market and company statistics, tax tables, salary surveys and statistical information on non-UK markets. |
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