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Personal Finance Society
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Research | 31 Mar 2015
On 20 March, HM Treasury published the independent review by Christine Farnish into the Money Advice Service (MAS). The report made recommendations across the MAS's two arms: coordinating debt advice; and money advice/education.
Research | 14 Jul 2014
The CII (which includes the Personal Finance Society) agrees that the process of referring customers to regulated financial advice needs to be improved, but disagrees that the Money Advice Service should create a single adviser directory.
Research | 29 Mar 2016
As part of his 2016 Budget Statement, the Chancellor announced the demise of the Money Advice Service, and published a consultation restructuring the delivery of public financial guidance.
Technical articles | 02 Oct 2013
The new chief executive of the Money Advice Service, Caroline Rookes, tells Michelle Worvell why advisers should not see it as a competitor, and reveals how the service is reaching out to the man in the street.
News items | 01 Nov 2011
The Financial Services Authority (FSA) has published Consultation Paper 11/21 (CP 11/21) - Regulatory fees and levies: Policy Proposals for 2012/13. The paper sets out details of any proposed changes to the underlying policy for the FSA, Financial Ombudsman Service (FOS), Financial Services C...
Research | 04 Sep 2015
On 3 August, the Treasury and FCA announced that they will be undertaking "a major new review looking at how financial advice could work better for consumers"
Research | 18 Feb 2013
A consumer survey assessing awareness of the financial advice market changes, and the potential benefits of this market.
Research | 14 Feb 2017
Response to the Government's proposals to create a single financial guidance body to deliver unregulated guidance to the public. We make several suggestions, including that this body work with the advice profession to deliver a free Financial Health Check to all adults in the UK.
News items | 30 Sep 2014
Following last week's criticism of the advice sector by Money Advice Service (MAS) chief executive, Caroline Rookes, the Personal Finance Society has received a full apology on behalf of its members and the wider profession.
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