My PFS - Technical news - 04/08/2015 »
Personal Finance Society news update from 15 July 2015 - 28 July
2015 on taxation, retirement planning, and investments.
F&TRC launch new Life and Mortgage Protection (Life Only) ratings »
In addition to their Protection comparison services, which are
available free of charge to all adviser members of the Personal
Finance Society, F&TRC has launched new ratings to help
advisers understand which providers are offering the most suitable
Life and Mortgage Protection products for their clients.
Mortgage market review - July 2015 »
Mortgage market update for July 2015
Protection market review - July 2015 »
Protection market news update for July 2015
Workplace (Auto Enrolment) comparison service »
Auto enrolment offers a huge opportunity to adviser firms with
over 6.5 million small and micro employers legally required to
enrol between February 2015 and February 2018. F&TRC's quality
analyser software is available free of charge to all adviser
members of the Personal Finance Society to enable firms to build
detailed reports comparing different pension providers offerings.
Not all pension providers will accept schemes from all employers.
Factors that influence acceptance include proximity to staging
date, number of members, levels of contributions, number of
payrolls they operate and if the employer has a transient
workforce. F&TRC has enhanced their service so that it can
reflect which companies will accept difference schemes based on
F&TRC launch new Workplace Pension ratings »
In addition to their Group Pensions and Auto Enrolment
comparison services, which are available free of charge to all
adviser members of the Personal Finance Society, F&TRC has
launched new ratings to help advisers understand which providers
are offering the most suitable workplace pension for their
Personal Finance Society see new record attendances at events »
The Personal Finance Society have confirmed that attendances at
their regional and specialist CPD events continue to grow in
popularity, with more than 10,000 advisers attending in the first
six months of this year.
Backstage with Keith Richards »
Welcome to my new CEO's blog
I'm very pleased to be writing my very first blog entry for
'Backstage with Keith Richards' - after much consideration of a
blog identity, it was of course the younger members of my team who
came up with the title...the older members smiled quietly!
My PFS - Technical news - 21/07/2015 »
Personal Finance Society news update from 1 July 2015 - 14
Jult 2015 on taxation, retirement planning, and investments.
Purely Paraplanning »
In association with our Paraplanner Practitioner Panel, we have
put together a series of new-style events, exclusively for the
My PFS - Technical news - 07/07/2015 »
Personal Finance Society news update from 17 June 2015 -
30 June 2015 on taxation, retirement planning, and
Scams Awareness Month »
Scams Awareness Month is all about creating a self-supporting
network of confident, alert, consumers. People ready, willing and
able to spot scams.
Watch sessions from the Q2 2015 regional conferences online now »
If you missed the chance to attend the Q2 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:
Confusion over equity release »
Equity release has enjoyed much success over the past few years
and garnered rightful plaudits for the industry-wide battle for
further customer safeguards. However, there still remains a
confused element of our customer base who just don't understand
what equity release is. Equity release itself, the name that is,
can be a rather confusing umbrella term. Many customers simply do
not know what equity is, the lifetime of lifetime mortgage can
scare people away and don't get me started on the term
Mortgage market review - June (II) 2015 »
Second mortgage market update for June 2015