Are mortgage advisers missing a trick on business protection? »
Mortgage Advisers have a great opportunity to offer business
protection to company directors - a part of the market that remains
untapped by many advisers.
The UK lacks savings: Can equity release provide shelter from the storm? »
Can equity release provide a solution to a UK financial storm
that has been gathering force for decades?
What's changed in the New Build mortgage market? »
Since Legal & General launched its New Build Club in January
2014, we've engaged with key stakeholders across the sector,
working with builders, housing associations, lenders, surveyors,
mortgage brokers, mortgage trade bodies and the Home Builders
Federation, with the aim of creating a more sustainable new build
mortgage market. In the last two years we've seen this market go
from strength to strength, as more lenders take advantage of
Government home ownership schemes and new build properties.
Backstage with Keith Richards »
It was with great pleasure last week, that we
welcomed more than 600 members to two major events in Belfast and
PFS to host biggest conference in financial services calendar »
The Personal Finance Society (PFS) will consolidate its four
national conferences into one major event next year as part of its
strategy to vary its professional development programme to meet the
ongoing needs of a broader membership base of 37,000 financial
My PFS - Technical news - 07/11/16 »
Personal Finance Society news update from 25 October to 07
November 2016 on taxation, retirement planning and investments.
CII launches new pension transfers qualification »
The Chartered Insurance Institute (CII) has launched a new
pension transfers qualification to support those seeking to provide
specialist pension transfers advice.
My PFS - Technical news - 24/10/16 »
Personal Finance Society news update from 11 October to 24
October 2016 on taxation, retirement planning and investments.
Backstage with Keith Richards »
Last week, the Personal Finance Society stepped up
its campaign against scammers and fraudsters by joining the fight
against cold calling for pensions and investments.
500 mortgage professionals now qualified to CII Level 4 »
The Society of Mortgage Professionals have announced that 500
mortgage advisers have already completed the CII Level 4
Certificate in Advanced Mortgage Advice since its launch just
two years ago.
Q1 2017 Regional Conferences Announced »
Good practice for a topsy-turvy world
We will be kicking 2017 off with a great topic line-up for your
quarter-one regional conferences. FCA will be joining the programme
to share good practice insights from their advisory process review
work and Square Mile Research will demonstrate the risks of over
reliance on suitability tools. Other Q1 highlights include:
Managing risk in a topsy-turvy world
A year of living dangerously? - Global markets outlook for
Income and value investing
Planning to avoid the pensions tax traps - A case study from
Mortgage market review November 2016 »
Mortgage market update for November 2016
Protection market review November 2016 »
Protection market news update for November 2016
Personal Finance Society launches new events app »
The Personal Finance Society (PFS) has launched a new
interactive events app, supporting tens of thousands of members who
attend regional and specialist CPD events across the country each
2016 Member Survey Launches »
Members are now invited to tell us their views about Personal
Finance Society membership. the 2016 survey launched on 13th
October and closes on 4th November.