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Personal Finance Society
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Mortgage market review July 2018

17 July 2018
Mortgage market update for July 2018    

Not already a member?

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

Protection market review July 2018

17 July 2018
Protection market update for July 2018

Pensions Advice Taskforce

06 July 2018
The Personal Finance Society is in the process of establishing a representative industry forum to be known as the Pensions Advice Taskforce. ...

An introduction to the Public Trust Index

02 July 2018
Insurance is a promise of help when things go wrong. Without trust, this promise is meaningless and insurance markets cannot function. This ...

My PFS Technical news - 26/06/18

26 June 2018
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?
How the predicted increase in base rate will affect the mortgage market »
Numerous commentators are predicting that we are about to enter a formal rate-rise cycle, so the days of cheaper borrowing may well be numbered for the foreseeable future.
Mortgage market review - June 2018 »
Mortgage market update for June 2018
Protection market review - June 2018 »
Protection market update for June 2018
My PFS Technical news - 12/06/18 »
Personal Finance Society news update from 24th May to 6th June 2018.
My PFS Technical news - 29/05/18 »
News update on taxation & trusts, pensions and investment planning, for the period 10 - 23 May 2018.
Protection market review - May 2018 »
Protection market update for May 2018.
Mortgage market review - May 2018 »
Mortgage market update for May 2018
My PFS - Technical news - 15/05/18 »
Personal Finance Society news update from 26th April to 9th May 2018.
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