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Personal Finance Society
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News

Protection market review - April 2016 »
Protection market news update for April 2016
What does the budget mean for financial advice? »
In this short series of video blogs, Tony Wickenden of Technical Connection discusses the impact of the April budget. He covers the main changes from the budget for financial planners, takes a closer look at the Lifetime ISA and explores new investment choices.
Watch sessions from the Q1 2016 regional conferences online now »
If you missed the chance to attend the Q1 regional conferences, or you wish to go back over what you heard on the day, then please use the links below to watch the recordings of the sessions. For more information on regional conferences, including upcoming events and past recordings, please go to: Regional Conferences »
Watch sessions from the Q1 2016 Mortgage and Protection Roadshows online now »
If you missed the chance to attend the Q1 2016 Mortgage and Protection Roadshows, or you wish to go back over what you heard on the day, then please use the links below to watch the recordings of the sessions. For more information on specialist events, including upcoming events and past recordings, please go to: Specialist Events »
My PFS - Technical news - 29/03/16 »
Personal Finance Society news update from 16 March to 29 March 2016 on taxation, retirement planning, and investments.
Automatic enrolment: New guide by The Pensions Regulator to help employers understand their costs »
The Pensions Regulator has published a new online guide to the costs of automatic enrolment for employers.
Next Round of Investment Roadshows Announced »
Brexit, Trump or a Chinese deceleration? In his recent budget the Chancellor, George Osborne, warned that 'storm clouds are clearly gathering in the world economy... In this series of specialist Investment Roadshows the Personal Finance Society, in association with its Partners in Professionalism, aims to help delegates understand how Brexit and major global risks could potentially impact their clients' portfolios and enable them to make more informed decisions. Whether you manage client money or outsource some or all of this service, this timely event will be of interest.
Backstage with Keith Richards »
Women of the World, we hear you.  
Budget March 2016 - summary »
This was the third Budget within the space of 12 months. It threatened to be the most difficult of the trio because of constraints imposed by June's EU referendum and disappointing economic numbers. Nevertheless, the Chancellor managed to produce several surprises, including net taxcutsin 2017/18 and 2018/19 before reaching his often repeated goal of a budget surplus in 2019/20.
My PFS - Technical news - 15/03/16 »
Personal Finance Society news update from 2 March to 15 March 2016 on taxation, retirement planning, and investments.
Backstage with Keith Richards »
It's all happening behind the scenes.   We all know that negative or speculative stories attract the most attention and tend to therefore dominate the press headlines making it difficult for some to remain positive about the future of our profession. For me however, I have the privileged opportunity to attend a number of key working groups which provide balance and perspective to keep me highly motivated.
Purely Paraplanning »
Following the success of our dedicated paraplanning events in 2015, our Practitioner Panel has had its thinking cap on to help us to develop a superb programme for our April 2016 events. These events have been developed exclusively to support the development needs of our growing paraplanning community.
Mortgage market review - March 2016 »
Mortgage market update for March 2016
Protection market review - March 2016 »
Protection market news update for March 2016
Brexit Poll results »
UK's leading financial advisers vote to STAY in EU - but it's a very close run thing reveals The Personal Finance Society in new survey.

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