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News

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 the sessions. For more information on specialist events, including upcoming events and past recordings, please go to: Specialist Events »
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 Professionals (SMP). 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 when.   
yourmoney »
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 way!
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.         

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