Watch sessions from the Q3 2015 Mortgage and Protection Roadshows online now »
If you missed the chance to attend the Q3 2015 Mortgage and
Protection Roadshows, or you wish to go back over what you heard on
the day, then please use the links below to watch the recordings of
For more information on specialist events, including upcoming
events and past recordings, please go to:
Robo-advice: friend or foe? Webinar recording available »
On the 8th December 2015 the Personal Finance Society hosted a
webinar called "Robo-advice - friend or foe?". The webinar can be
viewed on demand using the links below.
Lee Travis to head up Society of Mortgage Professionals »
Lee Travis, who was
appointed as the new head of professional development at the
Personal Finance Society (PFS) in November, has also been confirmed
as head of professional development at the Society of Mortgage
Travis will take over from Gary Little who leaves the Society at
the end of the year to take up a new post in the mortgage
distribution sector, having been head of operations &
membership for nearly two years.
Key auto enrolment messages from the Pensions Regulator December 2015 »
Do you know where to go for information and tools to
help your clients?
The business adviser section on The Pensions Regulator's website
is packed with information and tools to help you help your clients
meet their legal duties.
Since launching the new simplified step-by-step guide for
employers, all of the more technical content is now housed in the
business adviser area, so all our tools and information can now be
accessed in one place.
Click here to
read the new guide and find out what you need to do, and by
Members who meet eligibility criteria are able to opt-in to one or both of the Retirement Planning and Later Life Advice specialisms through their yourmoney profiles.
Watch sessions from the 2015 National Financial Planning Symposiums »
If you missed the chance to attend the Personal Finance Society
National Financial Planning Symposiums, 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.
Download the slides (pdf) »
Backstage with Keith Richards »
A year in review.
At our recent National Financial Planning Symposiums it was
great to talk to so many members attending for the first time and
it was especially good to hear how well they're doing, both from a
personal and business perspective. The events seem to have really
inspired delegates to think about evolving their businesses to
satisfy the needs of tomorrow's digitally immersed consumer.
Q1 2016 Regional Conferences Announced »
Running an investment committee, pension dashboards and
15 magic words
Your first quarterly events of 2016 will not only be packed with
the usual high quality and business relevant CPD (5.25 hours), but
members can also expect a greater focus on some of the soft skills
that could enhance effectiveness.
Backstage with Keith Richards »
Change your future!
Since my last blog, it has literally been non-stop; between our
National Financial Planning Symposium in Newport, to calls with
consumer journalists, various meetings with members, the FCA and
government - including Pensions Minister Ros Altmann - there has
literally been no gaps...but I wouldn't want it any other
My PFS - Technical news - 24/11/2015 »
Personal Finance Society news update from 4 November 2015 - 17
November 2015 on taxation, retirement planning, and
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
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
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