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Personal Finance Society
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20 Mar 2014
This session covers the following 3 key questions: Economics - is the recovery durable? Bonds - do rising yields create opportunities? Equities - are the markets ahead of fundamentals?
Technical articles | 20 Feb 2014
The combination of market turbulence since the 2008 financial crisis and a growing regulatory burden has prompted fears that financial advisers are, with the best intentions, feeling pressured toward recommending increasingly conservative investment options for their clients. 
Research | 13 Feb 2014
The CII's Public Affairs Updates contain news from Westminster and Whitehall, Europe and the regulator. This edition covers updates on auto-enrolment, guidance on the distribution of retail investments and on EIOPA stress tests.
News items | 04 Feb 2014
PFS news update from 15 January 2014 - 28 January 2014
18 Dec 2013
Derivitives: Why you should be interested? This session looks at the pros and cons of derivitaives and where/when they are used.
News items | 29 Nov 2013
PFS news update from 13 November 2013 - 26 November 2013
01 Nov 2013
As more and more investment advisers recommend index-tracking investments and passive strategies, it becomes essential for them to have a strong grasp of indices, how they are constituted, what they represent and the different ways to access exposure to them.
- None - | 22 Oct 2013
Mark Williams, Business Line Manager for inheritance tax products at Octopus Investments, looks at a selection of recent cases that could have serious implications for anyone hoping to claim business property relief on a property-based business.
Technical articles | 03 Oct 2013
We are beginning to see the end of the usefulness of the phrase Emerging Markets. It's been a tough few years for this broad classification of economies. Although the Global Financial Crisis (GFC) originated in and affected the Developed Markets initially, Emerging Market economies were jus...

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