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The complete business - a brave new world :

Technical articles | 17 April 2012
The Complete Business is a new online resource for the owners and directors of financial planning firms as well as another free service for Personal Finance Society (PFS) members.

President’s letter - Keeping the balls in the air

News items | 31 May 2012
As PFS membership numbers reach a record high, your president reflects on the society's journey to RDR readiness and offers some advice on how to juggle your responsibilities.

Packaged products, securities and derivatives :

Technical articles | 17 April 2012
With demand from advisers for SPS now hotting up, the PFS's Rebecca Prestage runs through the key points of a new Professional Direction paper on the subject

FSA – Platform proposals

News items | 01 November 2010
Regulatory News November 2010

A year of change

Technical articles | 01 August 2011
As he nears the end of his term as PFS president, Edward Grant reflects on a year filled with challenges and opportunities in the wake of RDR.

Technical Tips January 2010

Technical articles | 01 January 2010
Annuity trends - all downhill? 2009 will be remembered as the year of the 'annuity crunch' as income from a benchmark annuity dropped 8%, the largest fall since 2002. Rates during 2010 are unlikely to reflect the full increase in gilt yields because of Solvency 2 requirements for increase...

Simples! Delivering simplified advice for the mass market: is product regulation the answer?

Technical articles | 01 July 2011
As the market prepares itself for Retail Distribution Review (RDR) implementation at the end of 2012, the issue of what to do about a mass-market "simplified advice" proposition continues to exercise industry players. But for the mass market, is regulating sales process the right approach? Or...

Professional Pointers 20 Dec 2007

News items | 01 December 2007
Welcome to this issue of Professional Pointers which provides regulatory news relevant to your work. This bulletin is produced by the British Insurance Brokers' Association (BIBA) on behalf of the Insurance Broking Faculty and we hope it will be a valuable source of information.

Policy Briefing: Pure Protection Sales by Retail Investment Firms

News items | 01 October 2010
The FSA recently published its final policy statement on the sale of pure protection products under the Conduct of Business sourcebook. This briefing paper summarises the FSA's statement, identifying the key changes to the regulator's policies, before reflecting on how industry professionals ...

FSA – Implementing the RDR towards 2013

News items | 01 October 2010
Regulatory News October 2010
 

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