Since we last spoke »
In this blog, Personal Finance Society CEO, Keith Richards, brings you up-to-date with all the PFS news, projects and initiatives that he has been involved with since his last round-up.
My PFS - Technical news - 09/05/17 »
Personal Finance Society news update from 26th April to 9th May
Mortgage market review May 2017 »
Mortgage market update for May 2017
Protection market review May 2017 »
Protection market update for May 2017
My PFS - Technical news - 25/04/17 »
Personal Finance Society news update from 11th to 25th April
We must avoid history repeating itself »
There has been a lot of talk in the press lately about the uptake in pension transfer activity, and the risk that this could potentially lead to the country's next mis-selling scandal.
Will planning in the era of the residence nil rate band »
As surely everybody knows by now, for deaths occurring after 5 April 2017 an additional IHT allowance is available in respect of a residence which the testator owns or has owned in the past.
Rewards without all of the risks »
Investors seem to be a little less convinced about reflation trades now than they did at the turn of the year. Back then the rise in inflation (which would spike if Trump's fiscal stimuli came through), prompting investors to sell bonds and buy equities, was the single big issue that framed any conversations between brokers, investors and traders.
My PFS - Technical news - 11/04/16 »
Personal Finance Society news update from 29 March 11 April
CII and IFC join forces to tackle insurance gap for women globally »
The Chartered Insurance Institute and International Finance Corporation, a member of the World Bank Group, have signed a memorandum of understanding, joining forces to tackle the protection gap faced by women, increase their knowledge of risk and access to insurance.
PFS: Consumers need guidance on scope of new Lisa product »
We welcome the launch of the Lifetime Isa (Lisa) as a bid to get
younger people more engaged in savings.
Mortgage market review April 2017 »
Mortgage market update for April 2017
Protection market review April 2017 »
Protection market update for April 2017
PFS calls for joint solution to FSCS and PII market flaws »
The Personal Finance Society (PFS) has called for a joint
solution to the flaws in the Financial Services Compensation Scheme
(FSCS) and professional indemnity insurance (PII) market as part of
its submission to an FCA consultation.
PFS calls on Govt to act swiftly to avoid state pension train crash »
PFS chief executive Keith Richards has issued a response
to John Cridland's Independent Review of the State Pension
Age report, which was released on 23 March 2017: