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Personal Finance Society
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News

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
Protection market review July 2017 »
Protection market update for July 2017
Injured service personnel and veterans to be offered free financial guidance »
Injured and recovering service personnel and veterans will be offered free financial guidance under a new initiative launched by the UK's largest professional body for financial advice and related professionals.
PFS statement regarding FCA's proposed changes to advice on pension transfers »
We welcome the FCA's new proposals on advice relating to pension transfers, as it rethinks the regulator's fundamental starting point regarding pension transfers. 
PFS statement regarding today's Queen's Speech »
In light of today's Queen's Speech, the Personal Finance Society welcomes the Government's decision to put the FCA in charge of regulating claims management companies. The FCA has the resources needed to enforce the existing regulation. 
PFS renews calls for independent commission ahead of Queen's Speech »
The Personal Finance Society (PFS) is calling on the new Government to establish an independent commission in a bid to avoid an intergenerational savings crisis.

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