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Personal Finance Society
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Research | 26 Aug 2015
In July 2015, the FCA published a discussion paper exploring smarter approaches to consumer communications. The regulator acknowledges that many firms are trying to comply with expectations around transparency and information, but sets out several areas where improvement is necessary.
News items | 07 Aug 2013
The Uniting the Profession initiative, launched earlier this year by the Personal Finance Society, is gaining momentum as some influential supporters formally add their support to the professional body's campaign to help improve consumer confidence.
02 Aug 2013
The implementation of the Retail Distribution Review presents the financial planning profession with a real opportunity to change consumer perceptions and build both awareness and trust in the profession as a whole.   
News items | 01 Nov 2011
This top line survey of consumers was conducted in October 2011, across the UK and looked at the following issues: Insurance holding: types of policies held/ providers held with Drivers of insurance holding Sources of advice/ information/ purchase The importance...
Technical articles | 01 Aug 2011
A key reform stemming from the FSA's review of retail investment distribution will be the step-change in the professional standards of those who advise and sell these products to consumers.
Technical articles | 11 Nov 2014
There is a portfolio construction technique known as a "barbell strategy" which bond traders often use. It involves focussing the portfolio on only very short maturity bonds and very long maturity bonds in order to take advantage of mispricing. So as opposed to putting all of your portfolio...
09 Jul 2012
In this special lecture held to celebrate the CII's Chartered Centenary, Professor David Tuckett, an acclaimed researcher into the role that emotions and behaviour play in financial decisions, examines how emotions affect not only end-consumer behaviour but also the decision-making process ...
Research | 13 Feb 2017
We believe the Government, regulators and financial advice professionals have a common and joint responsibility to act in the interests of consumers by seeking out and eliminating the unscrupulous behaviour of cold callers, scammers and fraudsters.
Research | 16 Jan 2017
Providers and advisers face an on-going challenge of delivering inclusive services to the growing number of oldest old and others faced with similar complex needs.
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