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Personal Finance Society
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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...
News items | 23 Jul 2012
Members of the Chartered Insurance Institute (CII) have elected Amanda Blanc, ACII, CEO, AXA Insurance Commercial Lines and Personal Intermediary, a Chartered insurer, as its 116th president at its annual general meeting held in London yesterday (18 July 2012). Amanda takes over from Julian...
Lectures | 27 Jun 2012
In this special lecture held to mark the CII's Chartered Centenary, Professor Steven Haberman (deputy Dean at Cass Business School, a member of the ABI's Research Advisory Board and of Legal & General's Longevity Science Advisory Panel) outlines his projections for UK longevity and mort...
Technical articles | 26 Jun 2012
If there is one sub-asset class that is little understood by the wider investing public, it must be private equity. Often viewed as the casino end of the investment market, much of the caution that is often expressed rests on the fact that this is a sector that has traditionally been hard t...
Technical articles | 31 May 2012
Last month we talked about deputies and about attorneys in general and, in particular, about individuals appointing attorneys to act on their behalf.
Technical articles | 31 May 2012
One of the arguments for choosing equities as the best long term home for savings is that they offer the prospects of protecting capital against the eroding effects of inflation. In the past this has proved a sensible approach. While rampant inflation is economically damaging and socially d...

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