PFS statement regarding revised pension age »
We recognise the rationale for the Government's decision
yesterday to bring forward the increase in the state pension age,
as a way to ease the burden on an unsustainable system in need of
reform.
My PFS - Technical news - 18/07/17 »
Personal Finance Society news update from 5th to 18th July
2017.
GDPR to speed mortgage process say SMP »
Although it brings with it another raft of regulatory change,
The Society of Mortgage Professionals believe the implementation of
General Data Protection Regulation (GDPR) in May next year is great
news for consumers and offers significant benefits for
advisers.
PFS urges advisers to review discretionary agreements »
The Personal Finance Society (PFS) is urging financial advisers
to review their discretionary investment management (DIM/DFM)
agreements amid fears that thousands may be working with inadequate
terms.
CII to launch new pension transfers qualification »
The Chartered Insurance Institute (CII) is preparing the launch
of a new pension transfers qualification following the Financial
Conduct Authority's (FCA) proposals to tighten the advice
requirements for the transfer of safeguarded benefits.
The Mortgage Protection Domination Campaign »
Nearly 20 years ago, I stood up at a conference and launched the
"Mortgage Protection Domination Campaign".
Widening the Senior Managers & Certification Regime (SMCR) to the mortgage market »
The Senior Managers and Certification Regime (SMCR) is a new
regulatory framework for similar fitness, propriety, conduct and
accountability standards for individuals holding positions of
responsibility within financial services firms including mortgage
lenders and brokers.
My PFS - Technical news - 4/07/17 »
Personal Finance Society news update from 21st June to 4th July
2017.
My PFS - Technical news - 10/07/18 »
Personal Finance Society news update from 22nd June to 5th July 2018.
£500m opportunity for advisers in divorce and separation market »
Resolution, which represents 6,500 family justice professionals,
has published a
report highlighting the growing need for specialist financial
advisers in family law.
PFS Financial Planning Panel Looks for Volunteers »
The PFS Financial Planning Panel is asking for member volunteers
who can help shape a dedicated Financial Planning stream within the
PFS.
Mortgage market review July 2017 »
Mortgage market update for July 2017
Protection market review July 2017 »
Protection market update for July 2017
Injured service personnel and veterans to be offered free financial guidance »
Injured and recovering service personnel and veterans will be
offered free financial guidance under a new initiative launched by
the UK's largest professional body for financial advice and related
professionals.
PFS statement regarding FCA's proposed changes to advice on pension transfers »
We welcome the FCA's new proposals on advice relating to pension
transfers, as it rethinks the regulator's fundamental starting
point regarding pension transfers.