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Personal Finance Society
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This section provides you with some useful CPD resources covering the various topics around pensions and retirement planning to assist you in meeting your professional development needs.

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Pensions and Retirement Planning

From auto-enrolment to decumulation this section provides CPD resources to specific to pensions.

Employers duties and auto-enrolment

Adrian Sims, Relationship Manager and Mike Kelly, Employer Participation Manager at Nest Corporation cover Employers duties and Auto ...

Flexible Drawdown

Paul Duckworth looks briefly at Drawdown and then looks into Flexible Drawdown and the various pros and cons associated with option.

Steve Webb - Auto-enrolment

Minister for Pensions, Steve Webb MP recently gave a talk to members about auto-enrolment and his ideas for pension reform.

Auto- enrolment

The start of auto-enrolment is fast approaching and it is not clear that employers, providers and advisers are ready to meet the chal...

Auto Enrolment and employer’s duties – advisers’ opportunities in the market

The new regime for workplace pensions has begun to roll-out. The first employers have now introduced auto-enrolment for their workfor...

Focus on pension drawdown

The Personal Finance Society held two one day conferences exclusively for paraplanners in Yorkshire, 25th June and London, 2 July. Cl...

Income Solutions in Retirement

The PFS, in association with Old Mutual Global Investors (OMGI), has run a series of regional Investment Masterclass breakfast semina...

The options for a new generation of retirees

The PFS, in association with Old Mutual Global Investors (OMGI), has run a series of regional Investment Masterclass breakfast semina...

Blended solutions for pension decumulation

This session will consider the most common issues advisers have with investment companies and will aim to conquer some of the myths.

Group pension schemes and the opportunities from auto-enrolment

Financial advisers may be best placed to advise small and medium sized enterprises about auto-enrolment.

Providing greater certainty in retirement – an insight into a growing market

Low interest rates, falling annuity rates and continued market volatility have seen clients grow increasingly nervous in the later ye...

Options for retirement planning

As the retirement landscape evolves, one shape of solution no longer fits all clients.  For many, a blended approach is appropri...

Auto-enrolment - dealing with problem areas

This session held at the 2014 quarter one regional conferences looks at the various problem areas for advisers when advising on auto-...

What's wrong with annuities?

Urgent regulatory and government-led structural reform" is required to prevent millions of pensioners losing out when they buy annuit...

Pensions - realising clients' accumulated investments in their retirement

The potential to remain invested while drawing a pension income is very attractive for some clients. The flexibility of drawdown allo...

What's wrong with annuities?

Urgent regulatory and government-led structural reform" is required to prevent millions of pensioners losing out when they buy annuit...

Retiring traditional retirement advice strategies

Now the dust has settled on the game changing budget speech, Prudential will analyse what it means for advisers in the retirement mar...

Income solutions for retirement

Post budget there has been much discussion about drawdown as a solution to meeting clients retirement income needs. However these str...

PFS Annual Conference Keynote - The Future of Retirement Advice

Learning Objectives: at the end of this session you will be able to: Assess the extent to which expected pension rule changes wil...

Retirement Solutions: Securing Financial Well-being

Learning Objectives: at the end of this session you will be able to: Evaluate the role of different asset classes as components o...