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Personal Finance Society
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My PFS - Technical news - 15/03/16 »
Personal Finance Society news update from 2 March to 15 March 2016 on taxation, retirement planning, and investments.
Backstage with Keith Richards »
It's all happening behind the scenes.   We all know that negative or speculative stories attract the most attention and tend to therefore dominate the press headlines making it difficult for some to remain positive about the future of our profession. For me however, I have the privileged opportunity to attend a number of key working groups which provide balance and perspective to keep me highly motivated.
Purely Paraplanning »
Following the success of our dedicated paraplanning events in 2015, our Practitioner Panel has had its thinking cap on to help us to develop a superb programme for our April 2016 events. These events have been developed exclusively to support the development needs of our growing paraplanning community.
Mortgage market review - March 2016 »
Mortgage market update for March 2016
Protection market review - March 2016 »
Protection market news update for March 2016
Member Poll Results: Advisers split on "Brexit" »
UK's leading financial advisers vote to STAY in EU - but it's a very close run thing reveals The Personal Finance Society in new survey Majority of UK's top financial advisers vote to 'stay' But there are just 23 votes separating stay from leave Will there be significant legislative change if we leave? Jury is still out, says Personal Finance Society
My PFS - Technical news - 01/03/16 »
Personal Finance Society news update from 17 February to 1 March 2016 on taxation, retirement planning, and investments.
Q2 Regional Conferences Announced »
Predictable bias, business protection and Budget 2016 The Personal Finance Society's quarter two Regional Conferences run from 12 April in Sussex through to London II on 23 June. For quarter two we have another packed and varied programme of practical and business relevant CPD. Changes and opportunities resulting from the Budget will form a central part of the day, with essential highlights including: Budget 2016: Implications and opportunities - Technical Connection Business protection for a nation of SMEs - Research insights The 6 key elements of a strategic plan - 3 short 'how to' videos from Steve Billingham Fiona Tait will take a closer look at changes to pensions tax relief Working with predictable bias (and other behavioural finance insights) Reviewing DB pensions schemes Who wants to be a Fund Manager?
Backstage with Keith Richards »
Ageing times they are a-changin'.   It's great to have the opportunity to meet with so many members at our regional conferences which continue to grow in popularity. I visited Wales last week and I'm on my way to Scotland later today with the objective of visiting all regions during the course of the year.
Due acknowledgement for due diligence review »
The Personal Finance Society (PFS), have commended the 'constructive approach' shown by the FCA in their latest thematic review (TR16/1), on research and due diligence.
My PFS - Technical news - 16/02/16 »
Personal Finance Society news update from 3rd February to 16th February 2016 on taxation, retirement planning, and investments.
Society of Mortgage Professionals welcome FCA exam review »
The Society of Mortgage Professionals have expressed confidence in the FCA's announcement of a review of examination standards across a broad range of regulated activities - including mortgages - to ensure they remain fit for purpose.
Mortgage market review - February 2016 »
Mortgage market update for February 2016
Protection market review - February 2016 »
Protection market news update for February 2016
Personal Finance Society Response to the Financial Advice Market Review Consultation »
Along with our colleagues at the Chartered Insurance Institute, we believe that the Financial Advice Market Review (FAMR) offers a once in a generation opportunity to explore how advice can be provided in its broadest sense and to introduce new thinking on ways it could be made readily accessible to all who need it. Any efforts to streamline, simplify and improve the market must be done from a consumer perspective and in a way that builds confidence. They must not be allowed to re-invigorate the very problems the RDR and Thoresen Review were meant to solve, or create loopholes for the unscrupulous to exploit.