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Personal Finance Society
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Research | 01 Dec 2011
The importance of financial capability cannot be underestimated, especially in tough economic times. However, our research has found that levels of financial knowledge remain poor in the UK - which could have serious consequences both today and in the long-term, especially if personal debt ...
Research | 08 Jun 2016
The CII and PFS support the coordinated delivery of public financial guidance. It must be accessible and inclusive, in keeping with a wider national financial capability strategy, and be underpinned by appropriate professional standards.
Research | 01 Oct 2008
A research report examining the public's views on financial capability against the backdrop of the ongoing credit crunch. The findings provide a valuable insight into public attitudes towards financial security, financial advice and confidence in the banking system. Published 2008.
Technical articles | 01 Jul 2010
The creation of the Consumer Financial Education Body is key to the development of financial capability. But delivering an effective strategy will require commitment from the government and the market. Wendy van den Hende sums up the challenges.
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.
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.
Research | 18 Feb 2013
A consumer survey assessing awareness of the financial advice market changes, and the potential benefits of this market.
Research | 01 Oct 2008
A major research project examining the financial issues and habits of adults aged 18-34. With limited savings, high debts and low levels of financial capability, the "IPOD" generation (Insecure, Pressurised, Over-taxed and Debt-ridden) could be at the highest risk in any upcoming economic d...
Technical articles | 01 Mar 2008
The current chancellor's first Budget came as no major surprise to most sectors. The following points are especially relevant to the financial services and insurance industry:Reforms to financial services taxation: measures include insurance taxation, Islamic finance, the Thoresen review an...
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