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
 

News

Demand for pension transfer qualification soars as over 500 sign up to certificate in first week »
Over 500 personal finance professionals have signed up to the Chartered Insurance Institute's (CII) pension transfers qualification in the first week of its launch following the Financial Conduct Authority's (FCA) proposals to tighten the advice requirements for the transfer of safeguarded benefits.
Mortgage market review August 2017 »
Mortgage market update for August 2017
Protection market review August 2017 »
Protection market update for August 2017
Fintech Startup Cafe to feature at Festival of Financial Planning »
Silent disco elevator pitches and one-on-one meetings with interested delegates will feature as part of a Fintech Startup Cafe set to appear at a Festival of Financial Planning in November.
PFS statement regarding revised pension age »
We recognise the rationale for the Government's decision yesterday to bring forward the increase in the state pension age, as a way to ease the burden on an unsustainable system in need of reform.
My PFS - Technical news - 18/07/17 »
Personal Finance Society news update from 5th to 18th July 2017.
GDPR to speed mortgage process say SMP »
Although it brings with it another raft of regulatory change, The Society of Mortgage Professionals believe the implementation of General Data Protection Regulation (GDPR) in May next year is great news for consumers and offers significant benefits for advisers.
PFS urges advisers to review discretionary agreements »
The Personal Finance Society (PFS) is urging financial advisers to review their discretionary investment management (DIM/DFM) agreements amid fears that thousands may be working with inadequate terms.
CII to launch new pension transfers qualification »
The Chartered Insurance Institute (CII) is preparing the launch of a new pension transfers qualification following the Financial Conduct Authority's (FCA) proposals to tighten the advice requirements for the transfer of safeguarded benefits.
The Mortgage Protection Domination Campaign »
Nearly 20 years ago, I stood up at a conference and launched the "Mortgage Protection Domination Campaign".
Widening the Senior Managers & Certification Regime (SMCR) to the mortgage market »
The Senior Managers and Certification Regime (SMCR) is a new regulatory framework for similar fitness, propriety, conduct and accountability standards for individuals holding positions of responsibility within financial services firms including mortgage lenders and brokers. 
My PFS - Technical news - 4/07/17 »
Personal Finance Society news update from 21st June to 4th July 2017.
£500m opportunity for advisers in divorce and separation market »
Resolution, which represents 6,500 family justice professionals, has published a report highlighting the growing need for specialist financial advisers in family law. 
PFS Financial Planning Panel Looks for Volunteers »
The PFS Financial Planning Panel is asking for member volunteers who can help shape a dedicated Financial Planning stream within the PFS.
Mortgage market review July 2017 »
Mortgage market update for July 2017

Search