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The new competency framework setting out the standards of professional excellence in insurance and personal finance.

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A Festival of Financial Planning 2022

The hottest ticket in financial planning is here! Tuesday 1st to Wednesday 2nd November 2022.

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Latest articles

Wills dispute on the rise

As a Trust and Estate Practitioner, I need to keep up with the last developments in the field. Recently I've noticed an uptick in cases involving a will dispute. In fact, the latest data from the Ministry of Justice shows 188 will-challenging cases made it to the High Court in 2019, 47% up on 2018.

Open Banking: the future of finance and a blueprint for insurance?

In this Insurance Institute of London (IIL) financial services webinar, Chantal Constable, Head of London Markets, Growth and Innovation - Insurance, CGI, and Sean Devaney, Vice President, Strategy, Banking, CGI, demystify Open Banking in the UK and identified ‘the good the bad and the ugly’; lessons learned, opportunities created and those that were missed. They will discuss the data used in Open Banking, the standards that enable it as well as participation model and ecosystem development, highlighting the security considerations of a connected network, and the opportunity for the insurance industry to learn from these.

Trust Registration Service - challenges and opportunities for trustees and advisers

In this Insurance Institute of London (IIL) financial services webinar, Barbara Gardener, Senior Consultant Tax and Trusts, Technical Connection Ltd, and Niki Patel, Tax and Trusts Specialist, Technical Connection Ltd, talked about the challenge that is the extension of the HMRC Trust Registration Service (TRS) to almost all trusts, regardless of any tax liabilities, especially the trusts holding life insurance investment bonds, which until now had little contact with HMRC.

Protecting your business and clients from cyber threats

In this Insurance Institute of London (IIL) financial services webinar, Stephen Esho, Director of Cyber Security, Brooks Macdonald Group PLC, explains the scale of the cyber attacks and the ease with which a target can be identified and then compromised. He also covers some simple things that people can do to make themselves a difficult target.

Personal Finance Society

As the leading professional body for the financial planning sector, our members are respected and recognised for their knowledge and expertise. Membership supports your professional development, enhances your career potential and integrates you into a community of like-minded professionals.

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