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Personal Finance Society
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Key messages from the Pensions Regulator February 2016 »
February key fact: The start of automatic enrolment for small and micro employers has been a success with more than 90% of the first group to reach their staging date now compliant. With a significant rise in the number of employers having automatic enrolment duties it is no surprise that there has been an increase in the amount of times that The Pensions Regulator has used its statutory powers.  The Pensions Regulator takes a risk based proportionate approach and the vast majority of employers who do the right thing want to see that non compliant employers are dealt with.
Retirement Choices 2016 - a virtual conference by Panacea Adviser »
Pension Reforms and Industry Views The Government announced at the 2014 Budget proposals that from April 2015 it would allow people aged 55 and above to access to their money purchase pension savings as they wish during retirement, subject to their marginal rate of income tax.
Backstage with Keith Richards »
Regional officers recognised.   Over the past few years the Personal Finance Society has become increasingly recognised for its contribution on key issues affecting both the advice profession and the public alike. This was demonstrated more recently when we were asked to contribute to the House of Lords select committee review of the Government's proposed finance bill. Opportunities like this are helping to continually raise the profile of professional advice and more importantly, the positive role it plays in society. Whilst I'm very conscious of the need to be balanced with opinion, bearing in mind the perception of the advice sector is still disproportionately and unfairly negative, increasing work with government, regulators and consumer groups is helping to restore some balance.
My PFS - Technical news - 02/02/2016 »
Personal Finance Society news update from 20th January to 2nd February 2016 on taxation, retirement planning, and investments.
Member discount to attend the next worthstone Social Investment Academy »
Social investment is here to stay and growing. Will your clients be asking to be a part of this fast expanding opportunity in 2016? If this is something you've been thinking about we wanted to flag up the Social Investment Academy. It offers a unique opportunity to network with the leading UK influencers, wealth managers and financial planners active within this fast developing sector while being PFS accredited CPD. These events have been well supported by private wealth advisers from across the UK and the feedback has been very positive. Next Academy: 2 March 2016 in London will include: FCA and a Government Minister as keynote speakers Several practitioners who are leading in this area A social entrepreneur who can offer insights into specific social enterprises that they're running Specifics: Venue: Hogan Lovells, London Date: 2nd March 2016 Time: 9am-2pm. 9-9:30am Breakfast & Registration. 1:15-2pm Networking lunch." Ticket Booking The 25% off early-bird booking fee of £72 (exc. booking fee) expires on 29th January, but PFS members can still register at this price after this deadline by sing the code "PFS-SIA". Book your place now via the following link:
Backstage with Keith Richards »
Members give back through successful CAB scheme.   Following a meeting with a director of Citizens Advice last week, the pro bono advice initiative 'MoneyPlan' introduced last year continues to evolve and is receiving very positive consumer feedback - it is equally helping to raise the profile of the profession. Whilst we continue to learn as we go, there is enthusiastic support to extend the initiative across the country. From an adviser perspective it can be very rewarding and highlights the evolution of the advice profession by giving something back to their local communities. I'm personally very proud of the response from members who are freely giving up their time to help those members of the public who couldn't otherwise access professional services.
Mortgage and Protection Roadshows Announced »
The Mortgage and Protection Landscape The Society of Mortgage Professionals (SMP) is pleased to announce a brand new series of roadshows for Q1.
My PFS - Technical news - 19/01/2016 »
Personal Finance Society news update from 9th January to 19th January 2016 on taxation, retirement planning, and investments.
Media centre »
Welcome to the CII's Media Centre where you can stay up to date with our news releases, downloadable resources and information on our latest projects.
Mortgage market review - January 2016 »
Mortgage market update for January 2016
Protection market review - January 2016 »
Protection market news update for January 2016
Backstage with Keith Richards »
2016 - hitting the ground running.   2016 has started just as busy as 2015 finished and the festive holidays seem a distant memory! The future is looking brighter for the profession but predicting the future of regulation, particularly in an ever-changing financial services sector, has more often seen pessimistic predictions with the likelihood of further regulatory impact and cost. However, following a more positive and progressive period of evolution for the advice profession, 2016 could see some overdue reform and evolution of regulation itself.
Key messages from the Pensions Regulator January 2016 »
January key fact: 44% of business advisers The Pensions Regulator has spoken to said that their client will rely on them completely to help with automatic enrolment. Make sure you're up to speed with all aspects of the process and fill in any gaps in your knowledge by visiting The Pensions Regulator's business advisers guide.   
My PFS - Technical news - 08/01/16 »
Personal Finance Society news update from 2 December 2015 to 8 January 2016 on taxation, retirement planning, and investments.
My PFS - Technical news - 08/01/16 »
Personal Finance Society news update from 2 December 2015 to 8 January 2016 on taxation, retirement planning, and investments.