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Personal Finance Society
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News

Q3 Regional Conferences Announced »
Considering alternative retirement journeys & advice for an ageing population We are delighted that the FCA is joining the next round of regional conferences to share with members the key findings from their recent research & due diligence thematic review. A high quality programme of practical and business relevant CPD will include: Advising our Ageing Population Taking control - important legal issues for clients in later life Regrets? They've got a few….. Considering alternative retirement journeys Income Drawdown Investment Strategies: Theories, Myths and Facts Opportunities in UK Income "The Global Economy on Trial….." Is it on the brink of another major recession? FCA to explore good and poor research & due diligence practices "Very strong content - current and good spread" Q2 delegate feedback Click the links below for more information on your local event.
Saving time and effort in DIM due diligence »
Last year the Personal Finance Society, in association with Diminimis, developed a good practice guide to Adviser Research & Due Diligence on Discretionary Investment Managers. There continues to be a lot of industry noise surrounding this topic and we felt that further clarity was important.
Backstage with Keith Richards »
A fairer FSCS levy scheme.   Most of you would have noticed recent and encouraging comments from Financial Services Compensation Scheme (FSCS) chief executive Mark Neale, who has called on the financial advice sector to play a bigger role in helping to shape a fairer FSCS levy scheme.
Key messages from the Pensions Regulator May 2016 »
Automatic enrolment: Don't let your clients stick their head in the sand Employers have a legal responsibility to comply with their automatic enrolment duties. If your clients receive a letter from The Pensions Regulator, then they should not ignore it. Encourage those clients who are completing their duties themselves to start their plans early and avoid the risk of a £400 fine. TPR has information and tools on its website to help them meet their duties. Go to www.tpr.gov.uk/employers
My PFS - Technical news - 10/05/16 »
Personal Finance Society news update from 27 April to 10 May 2016 on taxation, retirement planning and investments.
Schroders UK Platform Awards 2016 – leading advisers »
Once again the Schroders UK Platform Awards will recognise advisers, large and small, who have achieved excellence in running a platform-enabled business or practice. The awards dinner will be held at the London Hilton on Park Lane on September 20, hosted by Kate Silverton.
Join the Equity Release Council for the Great Retirement Money Debate 2016 »
2016 marks 25 years of safe equity release, and with the future of retirement lending firmly in the spotlight, the Equity Release Council will host the second Great Retirement Money Debate as a forum to debate the issues that will shape future demand and industry growth.
Purely Paraplanning: Watch Online Now »
Following the success of our dedicated paraplanning events in 2015, our Practitioner Panel had its thinking cap on to help us to develop a superb programme for our April 2016 events. If you missed the chance to attend these events, 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 specialist events, including upcoming events and past recordings, please go to: Specialist events »
Retirement & Later Life Roadshows »
Meeting the needs of an ageing population Following hot on the heels of the launch of the FCA's 'Ageing Population and Financial Services'project, this event will reflect upon the challenges and opportunities for financial advisers in meeting the advice needs of older consumers.
Backstage with Keith Richards »
Making advice more accessible.   Since the Financial Advice Market Review (FAMR) report was handed down in March, I have been particularly heartened by my discussions with government, which appears committed to making professional financial advice more accessible.
Mortgage market review - May 2016 »
Mortgage market update for May 2016
Protection market review - May 2016 »
Protection market news update for May 2016
My PFS - Technical news - 26/04/16 »
Personal Finance Society news update from 13 April to 26 April 2016 on taxation, retirement planning and investments.
2016 National Financial Planning Symposiums »
We ran four flagship national conferences in 2016. 
Key messages from the Pensions Regulator April 2016 »
Automatic enrolment: Do you know which of your client's staff will need to be put into a pension scheme? Your clients will need to assess all their staff in order to work out what they need to do for them, and whether they need to put them into a pension scheme and make contributions to it. This will depend on their age and how much they earn. Even if they employ short-term, seasonal, temporary staff or other staff who are not on regular hours or incomes (for example; fruitpickers, IT contractors or labourers), the legal duties will apply to them. The Pensions Regulator has information to help you to assess your client's staff and enrol them into a pension scheme. 

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