My Basket0

Powering professional standards

Updates on coronavirus (COVID-19)

Latest articles

Corporate Chartered Status Top 5 changes delivered

About a year ago we engaged in a market-wide consultation where we sought the views of insurance and personal finance professionals about Corporate Chartered Status.

Looking forward to an enhanced digital CPD programme & Carnival vibes

We have been closely monitoring the Covid-19 situation and evolving government advice, but after much consideration we have decided that we will be unable to deliver the Personal Finance Society’s normal programme of regional CPD in quarter four in the face of the ongoing global pandemic. Our priority must remain the wellbeing of our staff, members and the clients they serve.

Backstage with Keith Richards – 6 July 2020


The ongoing challenges surrounding a hardening PII market has increased the number of member communications being received by us and personal calls and meetings I am having each week. I met with leaders of three trade associations last week to consider how best to drive forward a ‘united’ approach with policy makers and can confirm that I received a positive note back from HM Treasury to progress further discussions.

Ensuring the valid execution of trusts and other documents - Part II

Last month we considered  the key requirements for the valid creation of a trust. In a case of extraordinary coincidence, a few days after that article, a High Court judgment was published  that could not be more pertinent. So, this month we will briefly cover that decision before moving on to considering the remaining  requirements for the valid creation of a trust.