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Personal Finance Society
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News items | 15 Aug 2017
Over 500 personal finance professionals have signed up to the Chartered Insurance Institute's (CII) pension transfers qualification in the first week of its launch following the Financial Conduct Authority's (FCA) proposals to tighten the advice requirements for the transfer of safeguarded benefi...
Fact files | 31 Jan 2017
Regulation of the conduct of business in mortgage selling is the responsibility of the Financial Conduct Authority (FCA). The Prudential Regulatory Authority (PRA) is responsible for the prudent operation of the financial system through regulation of all deposit-taking institutions, insurers and ...
Research | 13 Dec 2016
The updating of the Appropriate Examination Standards has been a priority for some time and it is pleasing that it has now happened. We are mindful that the review does not focus on underpinning structural issues like the make-up of the regulated activities order itself or changing the levels of ...
News items | 30 Aug 2016
About the Event Following a successful round of events in Spring, the Society of Mortgage Professionals (SMP) is proud to announce another series of mortgage and protection road shows in the Autumn. We are delighted that the Financial Conduct Authority (FCA) will feature again, as well...
Technical articles | 02 Jun 2015
The new pension freedoms give rise to a potential mis-selling debacle as insistent clients push for a defined benefits transfer even if it is against their adviser's recommendation. Keith Richards explains what the Personal Finance Society is doing to help its members avoid getting dragged ...
02 Jun 2015
The world of regulation and legislation is ever changing so to help keep you up to date with developments, our Regulatory Radar covers the latest news from regulators and legislators, both in the UK and Europe.
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 | 27 Feb 2015
Chartered Insurance Practitioner Duncan Minty considers how the increase in insurers' knowledge about our everyday lives will impact the future of the industry and how this resembles the eighteenth century reformer Jeremy Bentham's idea of a 'panopticon'.   
Research | 04 Dec 2014
The CII's Public Affairs updates contain news from Westminster and Whitehall, Europe and the regulator. This edition covers the Chancellor's Autumn Statement, the Smith Commission on devolving powers to the Scottish Parliament and the latest on the guidance guarantee.
 

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