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Personal Finance Society
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News items | 05 Jun 2013
Includes articles on the CII's professional standards process, continuous professional development, social investment, and a review of the 2013 Budget...
News items | 27 Mar 2013
Includes articles on adviser charging, winner of the Volunteer of the year award, and the results of the UK's largest research study into consumer attitudes towards housing equity withdrawal.
News items | 13 Feb 2013
Includes articles on professional referrals, a review of the PFS 2012 members survey, and an investigation into the ABI's new code of conduct on annuities.
Financial Solutions | 13 Dec 2012
Includes articles on the PFS conference 2012, a look at the benefits of increasing pension payments for IFA clients, an examination of the latest CII financial services qualification, as well as an interview with pensions minister Steve Webb.
News items | 01 Oct 2012
This issue includes articles about the benefits of RDR compliance, the current status to tax-efficient planning and the impact of the government's fit-for-work scheme on insurance companies.
News items | 30 Jul 2012
July-August 2012's issue of Financial Solutions is available for download by clicking on the link on the right. The pages of this edition provide the latest on the key issues affecting the financial planning industry including auto-enrolment, changes to the CII CPD scheme and the impact ...
Financial Solutions | 31 May 2012
Full issue of Financial Solutions May-June 2012. Includes articles on the differing financial needs of men and women, a review of CPD's move from a credits-based system to an hours based model, the CII's 2011 annual review, and much more...
Financial Solutions | 23 Apr 2012
Full issue of Financial Solutions Mar-Apr 2012. Includes articles on succession planning, unit-linked guarantees, the CII Chartered Centenary and exchange-traded funds, as well as an exclusive interview with Richard Branson.
Financial Solutions | 01 Feb 2012
Full issue of Financial Solutions Jan/Feb 2012. Includes articles on year-end tax planning, SPS, the European debt crisis, auto-entolment, investment product popularity and lender claims.
News items | 05 Dec 2011
Includes articles on The Future Adviser Programme, when and how to apply for your SPS, a behind-the-scenes look at the PFS advertising campaign, and much more...

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