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News Index

Wellbeing in the workplace

16 September 2019
Different ways for firms and individuals to seek and supply mental health resources. 

Financial Planning Practitioner Panel new members

11 September 2019
Three fresh faces are joining the Personal Finance Society’s Financial Planning Practitioner Panel to share best practice with the professio ...

Technical news update 10/09/2019

10 September 2019
Update from 22 August to 4 September 2019.

Summer 2019 update

10 September 2019
Some recent developments affecting trusts and estates.

Brexit: The Rebel Alliance strikes back

10 September 2019
Advice for investors during Brexit uncertainty.

Family finances and retirement hopes can be shattered by dementia »
Critical-illness cover and financial planning conversations.
Which insurers make it easier to increase business protection? »
Guaranteed Insurability Options (GIOs) offered by insurers for business protection plans ensuring the correct amount of cover.
Will the NHS pension problem lead to an easement on tapering? »
The NHS pension scheme has become the focal point for the issues caused by restricting the tax benefits of pension saving through the tapered annual allowance.
Keyperson cover for sole traders »
The need for keyperson cover for a sole trader (sole proprietor).
Technical news update 13/08/2019 »
Update from 25 July 2019 to 7 August 2019.
Brexit: Implications for General Insurance »
Update on current potential outcomes for when the UK leaves the EU.
Are insurer 0% instalments sustainable? »
The reality of compliance rules applying to loan providers.
The minimum benefit guarantee – A safety net for income protection plans »
Ensuring benefits payable upon incapacity do not fall below a certain amount.
FCA consultation on guiding firms on fair treament of vulnerable customers »
The FCA have announced details of a consultation on proposed guidance for firms on the fair treatment of vulnerable customers.
Technical news update 16/07/2019 »
Update from from 27 June 2019 to 10 July 2019.
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