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Personal Finance Society
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News

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 Newport.
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 advice professionals.
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 2017 Income and value investing Planning to avoid the pensions tax traps - A case study from Technical Connection
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 year.
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.

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