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

Research | 26 Aug 2015
In July 2015, the FCA published a discussion paper exploring smarter approaches to consumer communications. The regulator acknowledges that many firms are trying to comply with expectations around transparency and information, but sets out several areas where improvement is necessary.
News items | 07 Aug 2013
The Uniting the Profession initiative, launched earlier this year by the Personal Finance Society, is gaining momentum as some influential supporters formally add their support to the professional body's campaign to help improve consumer confidence.
02 Aug 2013
The implementation of the Retail Distribution Review presents the financial planning profession with a real opportunity to change consumer perceptions and build both awareness and trust in the profession as a whole.   
News items | 01 Nov 2011
This survey of consumer attitudes to general insurance was commissioned by the CII and undertaken by Lamb Consulting and Illuminas. It looks at consumer levels of trust in the insurance industry, their perceptions of insurers and how they value insurance.    
Technical articles | 01 Aug 2011
A key reform stemming from the FSA's review of retail investment distribution will be the step-change in the professional standards of those who advise and sell these products to consumers.
Technical articles | 11 Nov 2014
There is a portfolio construction technique known as a "barbell strategy" which bond traders often use. It involves focussing the portfolio on only very short maturity bonds and very long maturity bonds in order to take advantage of mispricing. So as opposed to putting all of your portfolio...
09 Jul 2012
In this special lecture held to celebrate the CII's Chartered Centenary, Professor David Tuckett, an acclaimed researcher into the role that emotions and behaviour play in financial decisions, examines how emotions affect not only end-consumer behaviour but also the decision-making process ...
News items | 02 Jul 2018
We've conducted a major research project to find a meaningful way of measuring trust in the insurance profession, and created a tool that will allow it to take practical steps towards building trust.
News items | 21 Feb 2017
In recent weeks I have been overwhelmed with the response from PFS members to a number of our recently launched initiatives.
« Previous

Only show:

Search by date: