Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again


Backstage with Keith Richards »
What's going on across the pond?   Some people see the jet-set lifestyle as glamorous, but as I sit here on a flight back from the US writing this week's blog, I can tell you it's not as attractive a lifestyle as you might imagine! As CEO I do occasionally have the pleasure of travelling to different countries to attend key industry events, this time to a 3 day conference in Boston, but I can assure you it's strictly business and run over the weekend to reduce the business impact for advisers. 
Personal Finance Society named Association Partner for Fund Management Summit 2015 »
We are pleased to announce that the Personal Finance Society will be attending Investment Week's Fund Management Summit 2015 which is taking place at Marriott Grosvenor Square, London on 7 and 8 October.
My PFS - Technical news - 29/09/2015 »
Personal Finance Society news update from 9 September 2015 - 22 September 2015 on taxation, retirement planning, and investments.
New apprenticeship scheme for mortgage advisers »
Ground breaking new Mortgage Adviser Apprenticeship scheme - supported by government funding & incentives for employers You may have heard in the news that the government is committed to creating 3 million new apprenticeships by 2020. Well that sounds like good news, but apprenticeships have been around for a while now, so what is different, and why should it be of interest to the mortgage advice sector?
Mortgage market review - September 2015 »
Mortgage market update for September 2015
Protection market review - September 2015 »
Protection market news update for August 2015
Public need more support and access to advice on pensions – PFS »
As part of the work & pensions committee 'pension freedom guidance and advice inquiry', the Personal Finance Society submitted evidence asserting that the public deserve improved access to regulated advice to enable better informed decisions and future outcomes.
New guides added to the Good Practice Hub »
The Personal Finance Society has launched two good practice guides exclusively for members.
Backstage with Keith Richards »
Paraplanning, Pilgrim's, Pension's, and Regulation!    It's been an extremely busy period since my last blog post, with various events and meetings around the country, including an opportunity to attend our first two Purely Paraplanning events which took place in Bristol and Leeds. I'm really pleased with the interest we've had in these events and following our London event at the end of the month we will have seen almost 350 paraplanner members in total. All credit and thanks to our Paraplanner Practitioner Panel chaired by Cathi Harrison, Founder of Parasols. It's been a brilliant response and we've received some really encouraging feedback so we will be putting this energy and enthusiasm into providing further dedicated support for this growing sector within our membership.
Key messages from the Pensions Regulator September 2015 »
September key fact: More than 5.3 million are now newly saving or saving more thanks to automatic enrolment.  Eventually around 9 million will be enrolled into a workplace pension. More than 54,000 employers have now implemented automatic enrolment.  Over the next three years around 1.8 million employers will see their workplace pension duties switched on. Source: The Pensions Regulator: Summer 2015             
Membership Survey 2015 »
Tell us what you think about your Personal Finance Society membership
Keith Richards to join FCA panel forum, Manchester 18th September »
As part of the FCA's new regional programme across the North West of England, Personal Finance Society CEO Keith Richards will be taking part in two Panel sessions taking place in Manchester on the 18th September 2015.
My PFS - Technical news - 15/09/2015 »
Personal Finance Society news update from 26 August 2015 - 8 September 2015 on taxation, retirement planning, and investments.
The reform of the tax treatment of dividends - part two »
In this second article we look at the likely impact of the proposed reform of the taxation of dividends, scheduled to take effect from 6 April 2016, on business owners and trustees. 
Q4 Regional Conferences Announced »
Our final regional conference of 2015 provides members an opportunity to bank up to 5.25 hours of CPD whilst gaining practical business relevant insight across a broad range of subjects.