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News

Backstage with Keith Richards »
Following last week's General Election, many experts have suggested the result will cast new doubt over critical changes to the state pension.
My PFS - Technical news - 06/06/17 »
Personal Finance Society news update from 24th May to 6th June 2017.
My PFS - Technical news - 20/06/17 »
Personal Finance Society news update from 7th to 20th June 2017.
Mortgage market review June 2017 »
Mortgage market update for June 2017
Protection market review June 2017 »
Protection market update for June 2017
World Cup winner and former pensions ministers to headline A Festival of Financial Planning »
World Cup winning rugby coach Sir Clive Woodward and two former pensions ministers are amongst a high profile list of insightful and inspirational speakers set to headline the Personal Finance Society's (PFS) flagship conference in Birmingham later this year.
Q3 2017 Regional Conferences Announced »
Focus of the Q3 regional conferences will be on changing mindsets to address the savings gap and pensions planning.
My PFS - Technical news - 23/05/17 »
Personal Finance Society news update from 10th to 23rd May 2017.
Backstage with Keith Richards »
Earlier this month, we launched our plans to host the biggest event in this year's financial services calendar.
My PFS - Technical news - 09/05/17 »
Personal Finance Society news update from 26th April to 9th May 2017.
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 2017.
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.

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