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News

PFS statement regarding FCA's proposed changes to advice on pension transfers

22 June 2017
We welcome the FCA's new proposals on advice relating to pension transfers, as it rethinks the regulator's fundamental starting point regarding pension transfers. 

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PFS statement regarding today's Queen's Speech

21 June 2017
In light of today's Queen's Speech, the Personal Finance Society welcomes the Government's decision to put the FCA in charge of regulating ...

PFS renews calls for independent commission ahead of Queen's Speech

20 June 2017
The Personal Finance Society (PFS) is calling on the new Government to establish an independent commission in a bid to avoid an intergenera ...

Backstage with Keith Richards

13 June 2017
Following last week's General Election, many experts have suggested the result will cast new doubt over critical changes to the state pensi ...

My PFS - Technical news - 06/06/17

12 June 2017
Personal Finance Society news update from 24th May to 6th June 2017.

My PFS - Technical news - 20/06/17 »
Personal Finance Society news update from 7th to 20th June 2017.
My PFS - Technical news - 23/05/17 »
Personal Finance Society news update from 10th to 23rd May 2017.
Backstage with Keith Richards »
Earlier this month, we launched our plans to host the biggest event in this year's financial services calendar.
My PFS - Technical news - 09/05/17 »
Personal Finance Society news update from 26th April to 9th May 2017.
Mortgage market review May 2017 »
Mortgage market update for May 2017
Protection market review May 2017 »
Protection market update for May 2017
My PFS - Technical news - 25/04/17 »
Personal Finance Society news update from 11th to 25th April 2017.
Backstage with Keith Richards »
There has been a lot of talk in the press lately about the uptake in pension transfer activity, and the risk that this could potentially lead to the country's next mis-selling scandal.
Will planning in the era of the residence nil rate band »
As surely everybody knows by now, for deaths occurring after 5 April 2017 an additional IHT allowance is available in respect of a residence which the testator owns or has owned in the past. This is called the "residence nil rate band" (RNRB) and is given by an increase in the standard nil rate band available to the individual. Although the RNRB has also been referred to as the "main" residence nil rate band, this is incorrect. For a property to qualify under the RNRB legislation, it is sufficient for the property to have been a residence (i.e. not necessarily a main residence) of the deceased at some point.
Rewards without all of the risks »
Investors seem to be a little less convinced about reflation trades now than they did at the turn of the year. Back then the rise in inflation (which would spike if Trump's fiscal stimuli came through), prompting investors to sell bonds and buy equities, was the single big issue that framed any conversations between brokers, investors and traders.
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