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Personal Finance Society
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Research | 13 Feb 2014
The CII's Public Affairs Updates contain news from Westminster and Whitehall, Europe and the regulator. This edition covers updates on auto-enrolment, guidance on the distribution of retail investments and on EIOPA stress tests.
News items | 04 Feb 2014
PFS news update from 15 January 2014 - 28 January 2014
18 Dec 2013
Derivitives: Why you should be interested? This session looks at the pros and cons of derivitaives and where/when they are used.
News items | 29 Nov 2013
PFS news update from 13 November 2013 - 26 November 2013
01 Nov 2013
As more and more investment advisers recommend index-tracking investments and passive strategies, it becomes essential for them to have a strong grasp of indices, how they are constituted, what they represent and the different ways to access exposure to them.
- None - | 22 Oct 2013
Mark Williams, Business Line Manager for inheritance tax products at Octopus Investments, looks at a selection of recent cases that could have serious implications for anyone hoping to claim business property relief on a property-based business.
Technical articles | 03 Oct 2013
We are beginning to see the end of the usefulness of the phrase Emerging Markets. It's been a tough few years for this broad classification of economies. Although the Global Financial Crisis (GFC) originated in and affected the Developed Markets initially, Emerging Market economies were jus...
18 Sep 2013
  In the first part I explained why the need for making financial provision for children has suddenly become so important, and concluded with the statement "there is a range of simple and tax-effective solutions that can be implemented to facilitate savings". In part two I will t...
01 Sep 2013
The PFS, in association with Old Mutual Global Investors (OMGI), has run a series of regional Investment Masterclass breakfast seminars focused on the changing needs of retirees. Delegates received guidance when assessing and quantifying clients' retirement aims; pointers when identifying i...

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