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Personal Finance Society
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New Alliance to enhance professionalism in financial services »
Three leading Chartered Professional Bodies have joined forces to enhance and sustain the level of professionalism and trust in the financial services sector.
Q2 2017 Regional Conferences Announced »
The focus of the Q2 regional conferences will be on understanding the practical implications and opportunities arising from the 2017 Budget. Other key themes of this quarter's broad programme include risk and retirement planning.
PFS suggests new guidance body deliver financial health check initiative »
Every working adult in the UK would be offered a voucher for a financial health check session with a professional financial adviser, under a proposal developed by the Personal Finance Society.
Offering our thanks »
In recent weeks I have been overwhelmed with the response from PFS members to a number of our recently launched initiatives.
PFS renews calls for new guidance body to drop 'advice' label »
The Personal Finance Society has renewed calls for the Government to remove the term 'advice' from all branding, marketing and communications associated with the formation of its new single public financial guidance body.
PFS renews calls for broader ban on cold calling »
Hundreds sign up to PFS anti-scamming campaign. The Personal Finance Society has urged the Government to introduce a broader ban on cold calling than initially proposed, as part of its submission to a consultation on pensions scams.
Aspire - a new financial adviser development programme »
The Personal Finance Society has launched a new financial adviser development programme, offering wide-ranging support to employers of aspiring financial advisers.
Mortgage market review - February 2017 »
Mortgage market update for February 2017.
Protection market review February 2017 »
Protection market update for February 2017.
Survey reveals bullish employment prospects in financial advice »
More than three quarters of financial advice firms are considering taking on additional staff in the next few years, according to a Personal Finance Society survey.
Calling on your support in 2017 »
I hope you've all enjoyed a well earned break and are already in full flow for a prosperous 2017. In my previous blog I reflected on an eventful 2016 for the financial advice profession, and so for my first blog of 2017 I would like to share with you some of the Personal Finance Society's plans for the year ahead.
News Release: Survey reveals cost of regulation remains biggest challenge for advice firms »
The cost and uncertainty of regulation and compliance remains the biggest threat to the success of financial advice firms, according to a Personal Finance Society (PFS) survey.
CII calls for Brexit transitional arrangements as economic confidence plummets across the profession »
CII urges the Government to make an early commitment to transitional arrangements following the UK’s departure from the EU.
Mortgage market review - January 2017 »
Mortgage market update for January 2017.
Protection market review - January 2017 »
Protection market update for January 2017, including; news, regulation & legislation, product development & innovation, consumer trends and experts corner.