Mortgage market review May 2017 »
Mortgage market update for May 2017
Protection market review May 2017 »
Protection market update for May 2017
My PFS - Technical news - 25/04/17 »
Personal Finance Society news update from 11th to 25th April
Backstage with Keith Richards »
There has been a lot of talk in the press lately about the
uptake in pension transfer activity, and the risk that this could
potentially lead to the country's next mis-selling scandal.
Will planning in the era of the residence nil rate band »
As surely everybody knows by now, for deaths occurring after 5
April 2017 an additional IHT allowance is available in respect of a
residence which the testator owns or has owned in the past. This is
called the "residence nil rate band" (RNRB) and is given by an
increase in the standard nil rate band available to the individual.
Although the RNRB has also been referred to as the "main" residence
nil rate band, this is incorrect. For a property to qualify under
the RNRB legislation, it is sufficient for the property to have
been a residence (i.e. not necessarily a main residence) of the
deceased at some point.
Rewards without all of the risks »
Investors seem to be a little less convinced about reflation
trades now than they did at the turn of the year. Back then the
rise in inflation (which would spike if Trump's fiscal stimuli came
through), prompting investors to sell bonds and buy equities, was
the single big issue that framed any conversations between brokers,
investors and traders.
My PFS - Technical news - 11/04/16 »
Personal Finance Society news update from 29 March 11 April
CII and IFC join forces to tackle insurance gap for women globally »
The Chartered Insurance Institute (CII) and IFC (International
Finance Corporation), a member of the World Bank Group, have signed
a memorandum of understanding, joining forces to tackle the
protection gap faced by women, increase their knowledge of risk and
access to insurance.
PFS: Consumers need guidance on scope of new Lisa product »
We welcome the launch of the Lifetime Isa (Lisa) as a bid to get
younger people more engaged in savings.
Mortgage market review April 2017 »
Mortgage market update for April 2017
Protection market review April 2017 »
Protection market update for
PFS calls for joint solution to FSCS and PII market flaws »
The Personal Finance Society (PFS) has called for a joint
solution to the flaws in the Financial Services Compensation Scheme
(FSCS) and professional indemnity insurance (PII) market as part of
its submission to an FCA consultation.
PFS calls on Govt to act swiftly to avoid state pension train crash »
PFS chief executive Keith Richards has issued a response
to John Cridland's Independent Review of the State Pension
Age report, which was released on 23 March 2017:
Backstage with Keith Richards »
More than 300 member firms have already registered their
interest in Aspire, our new financial adviser development
programme, and I am pleased to say that we have 88 aspiring
financial advisers prepared to commence the programme over the next
CII appoints Matthew Connell as Director of Policy and Engagement »
The Chartered Insurance Institute (CII) has appointed Dr Matthew
Connell as director of policy and engagement - a role covering the
operations of both the CII and Personal Finance Society (PFS).