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Personal Finance Society
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News

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.
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.
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
Key messages from the Pensions Regulator October 2015 »
October key fact: Nearly 100,000 small and micro employers are fast approaching the date their automatic enrolment duties come into effect. This marks the first large wave of small and micro employers who will need to get plans in place in time for their staging date.        Source: The Pensions Regulator 2015             
Backstage with Keith Richards »
Full steam ahead with FAMR.   The past fortnight has been as busy as always; with Autumn getting into full swing, the Rugby World Cup progressing but sadly without England, and the latest announcements on the Financial Advice Market Review (FAMR). The FAMR paper issued yesterday marks an important and promising first step for the future of professional advice and increasing access for the public. The challenge continues to be how we, as a profession, can operate efficiently, fairly and profitably but ensuring that the needs of our clients are firmly fixed at the centre of everything we do. The ability to offer your expertise to those who need it most but without the uncertainty of regulatory backlash or your business becoming unsustainable due to unplanned regulatory cost and FSCS levies. Here at the Personal Finance Society we continue to be actively involved in the process with Treasury, Department of Work and Pensions and the FCA. We will keep our members informed of developments and encourage your contribution either to us: membership@thepfs.org, or directly to the review.
My PFS - Technical news - 13/10/2015 »
Personal Finance Society news update from 23 September 2015 - 6 October 2015 on taxation, retirement planning, and investments.
Watch sessions from the Q3 2015 regional conferences online now »
If you missed the chance to attend the Q3 regional conferences, 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 regional conferences, including upcoming events and past recordings, please go to: Regional Conferences »

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