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Personal Finance Society
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Lectures | 25 Jan 2013
Will clients pay fees in the post RDR world?  What are the issues for intermediaries and their clients in a post RDR world? How might they be overcome followed by a general overview of the post RDR landscape, including regulatory developments.
Research | 03 Jan 2013
This report is the last in the CII Centenary Future Risk series; it identifies risks and discusses their implications for society, the insurance sector and financial services in general. 
Fact files | 31 Oct 2012
CII factfiles are concise, easy to digest but technically dense resources designed to enrich the knowledge of members. Covering  general insurance, life and pensions and financial services sectors, the factfile collection includes key industry topics  as well as less familiar or s...
Technical articles | 02 Oct 2012
With the chancellor publicly attacking tax avoidance schemes and a new general anti-abuse rule coming into play next year, John Woolley examines nthe current status of tax-efficient planning
News items | 01 Oct 2012
PFS members have elected a new president at the annual general meeting held at the CII headquarters in London, Aldermanbury in September.
News items | 07 Sep 2012
The Personal Finance Society (PFS) has elected Garry Hale, managing director of HK Wealth Managers Limited, as president for the year 2012/13 at the annual general meeting held in London on 5th September 2012. Garry succeeds Jon Everill as president and is joined by David Thomas, joint mana...
Fact files | 06 Aug 2012
This fact file was last updated by the author in May 2013. The Financial Conduct Authority (FCA) authorises firms that wish to undertake financial services business and approves key individuals within those firms to undertake specific tasks. The former Financial Services Authority (FSA) r...
News items | 01 Aug 2012
This year's PFS annual general meeting will be held on Wednesday 5 September at 14.40 at the CII's headquarters in Aldermanbury, London.
Technical articles | 01 Aug 2012
Concerns in financial markets about the prospect of higher inflation has intensified once again given the decision of a number of the world's leading central banks to ease policy. This, writes Peter Hensman, is despite current rates of increase in consumer price indices continuing generally...

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