Mortgage market review - March 2016 »
Mortgage market update for March 2016
Protection market review - March 2016 »
Protection market news update for March 2016
Member Poll Results: Advisers split on "Brexit" »
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
Majority of UK's top financial advisers vote to 'stay'
But there are just 23 votes separating stay from leave
Will there be significant legislative change if we leave?
Jury is still out, says Personal Finance Society
My PFS - Technical news - 01/03/16 »
Personal Finance Society news update from 17 February to 1 March
2016 on taxation, retirement planning, and investments.
Q2 Regional Conferences Announced »
Predictable bias, business protection and Budget
The Personal Finance Society's quarter two Regional Conferences
run from 12 April in Sussex through to London II on 23 June.
For quarter two we have another packed and varied
programme of practical and business relevant CPD. Changes and
opportunities resulting from the Budget will form a central part of
the day, with essential highlights including:
Budget 2016: Implications and opportunities - Technical
Business protection for a nation of SMEs - Research
The 6 key elements of a strategic plan - 3 short 'how to'
videos from Steve Billingham
Fiona Tait will take a closer look at changes to pensions
Working with predictable bias (and other behavioural
Reviewing DB pensions schemes
Who wants to be a Fund Manager?
Backstage with Keith Richards »
Ageing times they are
It's great to have the opportunity to meet with so many members
at our regional conferences which continue to grow in popularity. I
visited Wales last week and I'm on my way to Scotland later today
with the objective of visiting all regions during the course of the
Due acknowledgement for due diligence review »
The Personal Finance Society (PFS), have commended the
'constructive approach' shown by the FCA in their latest thematic
review (TR16/1), on research and due diligence.
My PFS - Technical news - 16/02/16 »
Personal Finance Society news update from 3rd February to 16th
February 2016 on taxation, retirement planning, and
Society of Mortgage Professionals welcome FCA exam review »
The Society of Mortgage Professionals have expressed confidence
in the FCA's announcement of a review of examination standards
across a broad range of regulated activities - including mortgages
- to ensure they remain fit for purpose.
Mortgage market review - February 2016 »
Mortgage market update for February 2016
Protection market review - February 2016 »
Protection market news update for February 2016
Personal Finance Society Response to the Financial Advice Market Review Consultation »
Along with our
colleagues at the Chartered Insurance Institute, we believe that
the Financial Advice Market Review (FAMR) offers a once in a
generation opportunity to explore how advice can be provided in its
broadest sense and to introduce new thinking on ways it could be
made readily accessible to all who need it. Any efforts to
streamline, simplify and improve the market must be done from a
consumer perspective and in a way that builds confidence. They must
not be allowed to re-invigorate the very problems the RDR and
Thoresen Review were meant to solve, or create loopholes for the
unscrupulous to exploit.
Key messages from the Pensions Regulator February 2016 »
February key fact:
The start of automatic enrolment for small and micro employers
has been a success with more than 90% of the first group to reach
their staging date now compliant.
With a significant rise in the number of employers having
automatic enrolment duties it is no surprise that there has been an
increase in the amount of times that The Pensions Regulator has
used its statutory powers. The Pensions Regulator takes a
risk based proportionate approach and the vast majority of
employers who do the right thing want to see that non compliant
employers are dealt with.
Retirement Choices 2016 - a virtual conference by Panacea Adviser »
Pension Reforms and Industry Views
The Government announced at the 2014 Budget proposals that from
April 2015 it would allow people aged 55 and above to access to
their money purchase pension savings as they wish during
retirement, subject to their marginal rate of income tax.
Backstage with Keith Richards »
Regional officers recognised.
Over the past few years the Personal Finance Society has become
increasingly recognised for its contribution on key issues
affecting both the advice profession and the public alike. This was
demonstrated more recently when we were asked to contribute to the
House of Lords select committee review of the Government's proposed
finance bill. Opportunities like this are helping to continually
raise the profile of professional advice and more importantly, the
positive role it plays in society. Whilst I'm very conscious of the
need to be balanced with opinion, bearing in mind the perception of
the advice sector is still disproportionately and unfairly
negative, increasing work with government, regulators and consumer
groups is helping to restore some balance.