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Personal Finance Society
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News

Backstage with Keith Richards »
  The Personal Finance Society recently commissioned a survey to measure the level of trust and confidence in the financial advice profession. It followed a similar survey we published in our 2013 report The RDR and Consumers.
Pensions Update Programme R08 to remain open until at least August 2017 »
Since the Government rewrote the rule book on pensions practice, some 7,000 Financial Planners, Paraplanners and people in related roles have enrolled for the CII's Pensions Update Programme, R08. And over half of these have already passed the exam.
My PFS - Technical news - 07/06/16 »
Personal Finance Society news update from 25 May to 7 June 2016 on taxation, retirement planning and investments.
Society of Mortgage Professionals proposes solution to ‘holistic’ debate »
Whilst lamenting the fact it was not addressed in the Mortgage Market Review (MMR), the Society of Mortgage Professionals is confident that the regulator's proposal for consumers to receive 'holistic expertise' can still be achieved, but only through a combination of qualifications, on-going CPD and the ability to refer to an appropriate adviser.
Society of Mortgage Professionals appoints operations manager »
The Society of Mortgage Professionals has confirmed the appointment of Vishal Pandya as its new operations manager.  Pandya, who has seven years' mortgage and protection experience with HSBC and Lloyds, will support head of professional development, Lee Travis, as the professional body continues to grow its membership, raise its profile with advisers and consumers and drive for higher standards.
Protection market review - June 2016 »
Protection market news update for June 2016
Inside ETFs Europe 2016 - Special Offer »
Inside ETFs is offering UK financial advisers/wealth managers a limited number of complimentary packs to the Inside ETFs Europe event being held in Amsterdam on June 13-15.
Backstage with Keith Richards »
  Many of you would have read about recent comments made by the Bank of England's chief economist Andy Haldane, who wrongly suggested that financial advisers had "no clue" about recent changes to pension regulation.
Mortgage market review - June 2016 »
Mortgage market update for June 2016
My PFS - Technical news - 24/05/16 »
Personal Finance Society news update from 11 May to 24 May 2016 on taxation, retirement planning and investments.
Q3 Regional Conferences Announced »
Considering alternative retirement journeys & advice for an ageing population We are delighted that the FCA is joining the next round of regional conferences to share with members the key findings from their recent research & due diligence thematic review. A high quality programme of practical and business relevant CPD will include: Advising our Ageing Population Taking control - important legal issues for clients in later life Regrets? They've got a few….. Considering alternative retirement journeys Income Drawdown Investment Strategies: Theories, Myths and Facts Opportunities in UK Income "The Global Economy on Trial….." Is it on the brink of another major recession? FCA to explore good and poor research & due diligence practices "Very strong content - current and good spread" Q2 delegate feedback Click the links below for more information on your local event.
Saving time and effort in DIM due diligence »
Last year the Personal Finance Society, in association with Diminimis, developed a good practice guide to Adviser Research & Due Diligence on Discretionary Investment Managers. There continues to be a lot of industry noise surrounding this topic and we felt that further clarity was important.
Backstage with Keith Richards »
A fairer FSCS levy scheme.   Most of you would have noticed recent and encouraging comments from Financial Services Compensation Scheme (FSCS) chief executive Mark Neale, who has called on the financial advice sector to play a bigger role in helping to shape a fairer FSCS levy scheme.
Key messages from the Pensions Regulator May 2016 »
Automatic enrolment: Don't let your clients stick their head in the sand Employers have a legal responsibility to comply with their automatic enrolment duties. If your clients receive a letter from The Pensions Regulator, then they should not ignore it. Encourage those clients who are completing their duties themselves to start their plans early and avoid the risk of a £400 fine. TPR has information and tools on its website to help them meet their duties. Go to www.tpr.gov.uk/employers
My PFS - Technical news - 10/05/16 »
Personal Finance Society news update from 27 April to 10 May 2016 on taxation, retirement planning and investments.

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