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Personal Finance Society
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News

Backstage with Keith Richards »
  Many advisers were left disappointed last month when the idea of a product levy was deemed outside the scope of the current review into FSCS funding.
Personal Finance Society set to expand MoneyPlan initiative »
The Personal Finance Society is set to expand the MoneyPlan initiative run in partnership with Citizens Advice, with a growing number of financial advisers keen to take part in the programme.
My PFS - Technical news - 04/07/16 »
Personal Finance Society news update from 22 June to 4 July 2016 on taxation, retirement planning and investments.
Society of Mortgage Professionals announces record membership »
The Society of Mortgage Professionals has confirmed that membership has broken through the 8,000-barrier for the first time.
Backstage with Keith Richards »
  The result of last week's Brexit referendum took many by surprise but it was always going to be a close race, with a poll conducted by the Personal Finance Society in the lead up to the vote revealing that member opinion was evenly split.
Mortgage market review - July 2016 »
Mortgage market update for July 2016
Protection market review - July 2016 »
Protection market news update for July 2016
My PFS - Technical news - 21/06/16 »
Personal Finance Society news update from 8 June to 21 June 2016 on taxation, retirement planning and investments.
Backstage with Keith Richards »
  The Personal Finance Society recently commissioned a survey to measure the level of trust and confidence in the financial advice profession. It followed a similar survey we published in our 2013 report The RDR and Consumers.
Pensions Update Programme R08 to remain open until at least August 2017 »
Since the Government rewrote the rule book on pensions practice, some 7,000 Financial Planners, Paraplanners and people in related roles have enrolled for the CII's Pensions Update Programme, R08. And over half of these have already passed the exam.
My PFS - Technical news - 07/06/16 »
Personal Finance Society news update from 25 May to 7 June 2016 on taxation, retirement planning and investments.
Society of Mortgage Professionals proposes solution to ‘holistic’ debate »
Whilst lamenting the fact it was not addressed in the Mortgage Market Review (MMR), the Society of Mortgage Professionals is confident that the regulator's proposal for consumers to receive 'holistic expertise' can still be achieved, but only through a combination of qualifications, on-going CPD and the ability to refer to an appropriate adviser.
Society of Mortgage Professionals appoints operations manager »
The Society of Mortgage Professionals has confirmed the appointment of Vishal Pandya as its new operations manager.  Pandya, who has seven years' mortgage and protection experience with HSBC and Lloyds, will support head of professional development, Lee Travis, as the professional body continues to grow its membership, raise its profile with advisers and consumers and drive for higher standards.
Protection market review - June 2016 »
Protection market news update for June 2016
Inside ETFs Europe 2016 - Special Offer »
Inside ETFs is offering UK financial advisers/wealth managers a limited number of complimentary packs to the Inside ETFs Europe event being held in Amsterdam on June 13-15.

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