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Personal Finance

Protection market review August 2018

14 August 2018
Protection market update for August 2018

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Mortgage market review August 2018

14 August 2018
Mortgage market update for August 2018

My PFS Technical news 07/08/18

07 August 2018
Personal Finance Society news update from 20th July to 2nd August 2018.

Protection trusts - do we need them?

07 August 2018
The subject of life assurance protection and the speed with which claims following the death of a life assured are settled has been in the n ...

My PFS - Technical news - 24/07/18

24 July 2018
Personal Finance Society news update from 6th to 19th July 2018.

Carillion - Lessons Learned? »
On Thursday 12th July the House of Commons debated the collapse of Carillion and lessons to be learned from such a major business failing.
Investing for Children Part 2 »
INTRODUCTION In part one of this two-part article, which looks at the opportunities for investing for children, we looked at the background to investing for children and at investments which can be held in the name of a child. In part two we will look at how investments which cannot directly be held in a child’s name can be arranged and used for the child’s benefit, and the general tax implications for holding investments in that way.
Mortgage market review July 2018 »
Mortgage market update for July 2018    
Protection market review - July 2018 »
Protection market update for July 2018 including news, updates on regulation and legislation and product development.
Summer 2018 update: some recent developments affecting trusts and estates »
There have been some recent interesting developments in the area of trusts and estates that affect financial planning.
Pensions Advice Taskforce »
The Personal Finance Society is in the process of establishing a representative industry forum to be known as the Pensions Advice Taskforce.
My PFS Technical news - 26/06/18 »
Personal Finance Society news update from 7th to 21st June 2018.
The quiet whisper of change »
So, the changes to Support for Mortgage Interest which George Osborne very quietly laid out in the summer budget of 2015 are coming to pass.  In April 2017 the waiting period for this benefit to kick in was extended from 13 weeks to 39.  The bigger change however is that from April 2018, this benefit became a loan.  There won’t be a credit check or any affordability testing but claimants will have to apply for the loan and compound interest will be charged.  
Keeping client’s attention »
Do you remember the board game of Buckaroo?
To top up or not to top up – that is the question »
The introduction of the new single tier state pension in April 2016 brought with it a change to the minimum number of years of National insurance contributions or credit required to achieve a full state pension. For males born after 6 April 1951 or females born 6 April 1953, they are now required to work, or receive a credit, for 35 years. Prior to April 2016 you were only required to work or receive credit for 30 years.
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