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News

Mortgage market review - September 2016 »
Mortgage market update for September 2016
2016 London Retirement & Later Life Roadshow: Watch Online Now »
If you missed the chance to attend the Retirement & Later Life Roadshow in June 2016, reflecting on the challenges and opportunities for financial advisers in meeting the advice needs of older consumers, then please use the links below to watch the recordings of the sessions. For more information on specialist events, including upcoming events and past recordings, please go to: Specialist events »
My PFS - Technical news - 16/08/16 »
Personal Finance Society news update from 3 August to 16 August 2016 on taxation, retirement planning and investments.
Backstage with Keith Richards »
  Together with practitioner members of the Personal Finance Society Board, I recently met with the FCA as part of a 'smarter communications and suitability report meeting. We, together with FOS, APFA and Compliance specialists focused on how overcomplicated suitability reports, which are proving ineffective from a consumer perspective, and overly bureaucratic for advisers, could be streamlined to improve clarity.
Q4 2016 Regional Conferences Announced »
Megatrends, mortality and risk mitigation In our final regional conferences of 2016 members can look forward to a varied agenda that includes essential market insights, business skills, and a focus on the core technical advice areas of retirement, investment and inheritance tax planning. Highlights will include: A high quality programme of practical and business relevant CPD will include: Inflation - understanding the drivers and designing risk mitigation strategies Investment - a sustainable approach to global megatrends Future proofing - mitigating risk to deliver sustainable retirement incomes Protection - Delivering the wake-up call to clients Skills - Making time your friend Pensions use and mis-use IHT planning "Very strong content - current and good spread" Q2 delegate feedback Click the links below for more information on your local event.
Watch sessions from the Q2 2016 regional conferences online now »
If you missed the chance to attend the Q2 regional conferences, or you wish to go back over what you heard on the day, then please use the links below to watch the recordings of the sessions. For more information on regional conferences, including upcoming events and past recordings, please go to: Regional Conferences »
My PFS - Technical news - 02/08/16 »
Personal Finance Society news update from 20 July to 2 August 2016 on taxation, retirement planning and investments.
Blog: Calmer waters ahead after BoE stimulus? »
Wary of what they described as 'challenging' risks in the wake of Brexit, the Bank of England's decision to ease special capital requirements and release a potential £150bn into the lending market, of course does not necessarily mean that consumers will borrow all this money.
Mortgage market review - October 2016 »
Mortgage market update for October 2016
Purely Paraplanning Conferences »
Following the success of our dedicated paraplanning events in the Spring, the Personal Finance Society, with our practitioner panel, have created a brand new programme for our Autumn conferences in September. These events have been developed exclusively to support the development needs of our growing paraplanning community.
Protection market review - August 2016 »
Protection market news update for August 2016
Mortgage market review - August 2016 »
Mortgage market update for August 2016
Backstage with Keith Richards »
  It is always so pleasing to hear stories of members going above and beyond the call of duty.
My PFS - Technical news - 19/07/16 »
Personal Finance Society news update from 5 July to 19 July 2016 on taxation, retirement planning and investments.
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.

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