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Personal Finance Society
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My PFS - Technical news - 15/08/17

16 August 2017
Personal Finance Society news update from 2nd to 15th August 2017.

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Members get access to a range of benefits, including quality CPD and discounts on CII exams.

Demand for pension transfer qualification soars as over 500 sign up to certificate in first week

15 August 2017
Over 500 personal finance professionals have signed up to the Chartered Insurance Institute's (CII) pension transfers qualification in the ...

Mortgage market review August 2017

27 July 2017
Mortgage market update for August 2017

Protection market review August 2017

27 July 2017
Protection market update for August 2017

Fintech Startup Cafe to feature at Festival of Financial Planning

21 July 2017
Silent disco elevator pitches and one-on-one meetings with interested delegates will feature as part of a Fintech Startup Cafe set to appea ...

PFS statement regarding revised pension age »
We recognise the rationale for the Government's decision yesterday to bring forward the increase in the state pension age, as a way to ease the burden on an unsustainable system in need of reform.
My PFS - Technical news - 18/07/17 »
Personal Finance Society news update from 5th to 18th July 2017.
PFS urges advisers to review discretionary agreements »
The Personal Finance Society (PFS) is urging financial advisers to review their discretionary investment management (DIM/DFM) agreements amid fears that thousands may be working with inadequate terms.
CII to launch new pension transfers qualification »
The Chartered Insurance Institute (CII) is preparing the launch of a new pension transfers qualification following the Financial Conduct Authority's (FCA) proposals to tighten the advice requirements for the transfer of safeguarded benefits.
The Mortgage Protection Domination Campaign »
Nearly 20 years ago, I stood up at a conference and launched the "Mortgage Protection Domination Campaign".
Widening the Senior Managers & Certification Regime (SMCR) to the mortgage market »
The Senior Managers and Certification Regime (SMCR) is a new regulatory framework for similar fitness, propriety, conduct and accountability standards for individuals holding positions of responsibility within financial services firms including mortgage lenders and brokers. 
My PFS - Technical news - 4/07/17 »
Personal Finance Society news update from 21st June to 4th July 2017.
Mortgage market review July 2017 »
Mortgage market update for July 2017
Protection market review July 2017 »
Protection market update for July 2017
PFS statement regarding FCA's proposed changes to advice on pension transfers »
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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