Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
 
Sorry but there was an error adding this to your basket. Please try adding it again
 

Qualification
The RQF Level 2 Award in Life and Pensions Foundations has been developed in collaboration with employers across the life, pensions and long-term savings sector. It provides a formalised and consistent approach to defining entry-level professional standards, helping to underpin improved customer ...
Qualification unit
The objective of this unit is to develop a knowledge and understanding of customer needs, how financial services professionals and organisations identify and provide for these needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.  Downlo...
Qualification unit
The objective of this unit is to develop an understanding of investment issues, together with detailed guidance on the administration of individual savings accounts. Download 2018/19 syllabus (PDF) Assessment  60 minute exam 50 multiple choice questions 70% nominal pass mark (the actual pass mar...
Technical articles | 10 Jun 2013
In the last year the DWP has undertaken a consultation on the transfer of small pension pots and the Government's response to that consultation. The Government's response confirmed that it proposed to go ahead with a 'pot follows member' automatic system, where broadly an individual's pensi...
Technical articles | 01 Dec 2009
It is well known that the different member EU states are keen to discover information on the overseas income of people who are resident in their home state with a view to preventing a leakage of tax revenues. With this in mind, the EU Savings Directive was introduced in 2003, with UK Regula...
Technical articles | 01 Jul 2009
National Savings and Investments (NS&I) products are sponsored by the Government and represent one of the ways by which the Government secures funds from the public, effectively on loan, to finance Government expenditure. Because the products are backed by HM Treasury they can realistic...
Technical articles | 01 Jul 2007
In response to the rise in short-dated gilt yields, National Savings & Investments has increased returns on its fixed-rate products. The five-year fixed-interest savings certificate (86th issue) now pays 3.85%, equivalent to 6.42% for a higher-rate taxpayer. The direct ISA now offers a ...
Technical articles | 01 May 2006
National Savings & Investments has launched a direct investment ISA with a guarantee to pay 0.55% above base rate until at least 5 April 2007. NS&I have also launched a new five-year guaranteed equity bond with 112% FTSE 100 participation and daily averaging over the final six month...
Technical articles | 16 Oct 2017
It’s that time of year again when pension savings statements will be issued. They should be issued by 6 October following the end of the relevant tax year. So pension savings statements will shortly be issued for the 2016/17 tax year.
 
« Previous

Only show:

Search by date: