Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again
Your online repository of news, technical and market information
Learn more »


Technical news update 11/12/2018

11 December 2018
Personal Finance Society news update from the 21st of November to the 4th of December 2017.    Read more »

Not already a member?

Members get access to a range of benefits, including quality CPD and discounts on CII exams.

Mortgage market review - December 2018 »

Mortgage market review for December 2018.

Protection market review December 2018 »

Protection market review December 2018.

Pension scheme newsletter 105 »

The newsletter in November 2018 raised an important issue that may be simple for those that work in the pensions profession by is complex and confusing for consumers. More worryingly it appears that there are issue with some payroll departments who are processing pension payments and passing them to providers.

Premium limitation on qualifying life policies and restricted relief qualifying policies – part 3 »

In the first article in this series we explained that, in broad terms, the main changes to the extent in which a person could benefit from personal freedom from income tax under the qualifying policy rules are as follows:

Insurance Institute of London

The Insurance Institute of London (IIL) aims to raise the levels of professional knowledge of those working in insurance in London and assists members in their career development and supports the role and work of the CII. Podcasts, videos and lecture notes from past IIL lectures are available on this site.

IIL lectures »

Policy and Public Affairs

The CII is committed to enhancing the reputation and standing of the insurance and financial services sector. To support this, Policy and Public Affairs produce material covering a wide range of subjects including UK and European regulation, industry developments, legislation and regular public affairs updates.

Policy research »