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Personal Finance Society
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Adviser support for defined benefits gold standard

18 April 2019
More than 200 advice firms signed up during the first couple of days to the new Gold Standard for best practice in relation to and Consumer guide for Defined Benefit transfers advice.

Not already a member?

Members get access to a range of benefits, including quality CPD and discounts on CII exams.

Pensions advice taskforce to launch new consumer guide for DB pensions transfers

16 April 2019
The Pensions Advice Taskforce is to launch a new consumer guide for Defined Benefit (DB) Pension Transfers, as part of a sector wide collabo ...

Who helps reduce the financial burden of being hospitalised?

10 April 2019
When clients are spending a prolonged amount of time in the hospital either for themselves or their children, the last thing they want to th ...

Technical news update 09/04/2019

09 April 2019
Update from 21 March 2019 to 3 April 2019.

A discussion on diversity and the role we all play

08 April 2019
An enlightening discussion between two female leaders on the importance of diversity in the protection industry.

Keith Richards responds to FCA announcement »
You will no doubt be aware of the recent announcement confirming that the Financial Conduct Authority (FCA) implemented a rise in the Financial Ombudsman Service's compensation limit from £150,000 to £350,000 on 1 April.
Financial evidence in business protection »
The death of a key person or shareholder can have significant impacts on a business and threaten its ability to continue running.
Technical news update 26/03/2019 »
Update from 7 March 2019 to 20 March 2019.
Technical news update 12/03/2019 »
Update for 21 February 2019 to 6 March 2019.
As family spending rises, so does the need for a protection “Plan B” »
Why a dependency on income leaves families more exposed to health related income shocks.
What is an “eligible” child and when can they claim? »
How children’s critical illness cover is offered can vary widely across the industry.
Technical news update 26/02/2019 »
Update for 7 February 2019 to 20 February 2019.
CII 2019 Awards – nominations open now »
We are delighted to announce that the annual award ceremony for our 127,000 members now includes five new categories.
Professional exams can now be taken at home »
We have launched a new initiative to allow professionals to take exams from any location with a secure internet connection; even from the comfort of their own home.
Charging for Pension Transfer Advice inquiry »
In January the Personal Finance Society welcomed the opportunity to provide evidence to the Work and Pensions Select Committee as part of its enquiry into Pension Transfer Advice.
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