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Personal Finance Society
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Technical articles | 01 Nov 2008
Few people could have anticipated that a problem first identified as an American issue involving sub-prime mortgages would very quickly escalate into a worldwide economic incident that could perhaps be the most significant economic incident ever.
Technical articles | 01 Jun 2008
Financial services is an industry that encompasses a wide range of activities related to personal and commerical finance.  However, this guide concentrates on certain activities that interface directly with the public: life assurance, health insurance, investment products, pensions and...
Technical articles | 01 Mar 2008
Harvey Jones looks at efforts to bring the benefits of critical illness cover to a wider audience.  Advisers probably don't need reminding that protection is the least sexy of all, but also one of the most essential.  Mortgages and investments have traditionally had more client ap...
Technical articles | 01 Jan 2008
Responding to the needs of the market
Technical articles | 01 Dec 2007
The floods in summer 2007 have once again raised the issue of how society should deal with flooding risks. The insurance industry in the UK no longer offers cheap insurance cover on new houses in flood hazard areas. For many years this had enabled people to get mortgages and encouraged spec...
Technical articles | 01 May 2006
If we needed a single reason to justify the creation of the Society of Mortgage Professionals, and with it a more professional approach to mortgage advice, we could do a lot worse than look at the October 2005 issue of the consumer magazine Which? Undercover researchers travelled more than ...
Technical articles | 01 Nov 2005
Peter Hales is using his Presidency of the CII to reinvigorate its commitment to life and pensions.  He tells Kevin Pratt that the Institute has much to offer this side of the industry.  The financial services industry has always been a broad parish.  Firms deal variously in ...
Technical articles | 01 Apr 2005
As far as lifetime mortgages and equity release is concerned, a weighty argument can be made to say that the FSA has not created a sufficiently onerous regime, writes Richard Fox ...
Technical articles | 01 Mar 2005
Supervisors play a key role in financial services companies.  Ian Patterson explores how they have been affected by recent events in the regulatory arena.  By any standards, the last six months has seen dramatic changes in the regulatory world.  Take a short breath to conside...

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