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Personal Finance Society
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My PFS - Technical news - 24/11/2015 »
Personal Finance Society news update from 4 November 2015 - 17 November 2015 on taxation, retirement planning, and investments.
Mortgage market review - November 2015 »
Mortgage market update for November 2015
Protection market review - November 2015 »
Protection market news update for November 2015
Robo-advice: friend or foe? »
Robo-advice has dominated the headlines this year but in fact is only one element of the emerging range of digital services designed to help consumers take better control of their finances. Whilst some firms are already incorporating a greater digital focus into their client propositions, many advisers are perturbed. 
2015 Chartered Award Winners Announced »
On Monday 2nd November the Royal Lancaster Hotel played host to the 2015 Chartered Awards. Celebrity guest host Alistair McGowan was hilarious as he entertained guests before unveiling the much anticipated awards. 
Key messages from the Pensions Regulator November 2015 »
November key fact: Employers who have staff who must be  put into a pension scheme will be able to do this in five steps using our interactive online step by step guide: your clients will find the guide via The Pensions Regulator's personalised Duties Checker, which will help them work out what action they need to take.         
Backstage with Keith Richards »
Proactively progressing our public profile.   The last fortnight has involved back to back meetings, with the main highlight being our first National Financial Planning Symposium in London last Monday (2 November). It was a fantastic day and a real pleasure to see so many of our members in attendance - 650 in total! Whenever you hold a live event for a large number of delegates, there's always something that will go wrong, and on this occasion I can safely say that we can give that award to the inconvenient fire alarm that went off during our President, Brendan O'Ciobhain's, opening speech. Credit goes to the delegates, and to our wonderful event staff who managed to make this early morning hiccup a non-issue. 
Lee Travis to head up professional development at PFS »
The Personal Finance Society have confirmed the appointment Lee Travis, as the professional body's new head of professional development. Travis joins the PFS from New Model Business Academy, which he has headed-up for the past five years. He will be responsible for the society's professional development programme, which delivers business-relevant CPD through a national schedule of conferences and events, to meet the evolving needs of its 36,000 members.
My PFS - Technical news - 10/11/2015 »
Personal Finance Society news update from 21 October 2015 - 03 November 2015 on taxation, retirement planning, and investments.
Twitter 101 – A Special Guide »
On the 6th November 2014 our national conference trended in the top 10 twitter conversations in the UK. This growing community is showing no signs of slowing down, with the Person Finance Society account seeing a 25% growth in followers in the past 12 months since the event. With the National Financial Planning Symposiums just around the corner, now is a great time to learn more about twitter - and to see just how easy it is to get started. Read the following guide for more information on what it's all about.
Backstage with Keith Richards »
FAMR Continues to Grab the Headlines.   Since my last blog, there has been one topic in particular that has been dominating our trade headlines, and that is Financial Advice Market Review (FAMR). Speaking engagements also continue to roll in for conferences and events, and coupled with the recent developments in FAMR, this has made for almost daily headlines.
Purely Paraplanning: Watch Online Now »
In September 2015, in association with our Paraplanner Practitioner Panel, we ran a series of new-style events exclusively for the paraplanning community. 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 »
My PFS - Technical news - 27/10/2015 »
Personal Finance Society news update from 07 October 2015 - 20 October 2015 on taxation, retirement planning, and investments.
Protection market review - October 2015 »
Protection market news update for October 2015
Mortgage market review - October 2015 »
Mortgage market update for October 2015