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Personal Finance Society
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Qualification unit
The objective of this unit is to develop knowledge and understanding of and ability to analyse financial protection planning issues. Download 2018/19 syllabus (PDF) Download 2018/19 exam guide (PDF) Assessment  1 hour exam 50 multiple choice questions 70% nominal pass mark (the actual pass mark ...
Qualification unit
This unit has now been withdrawn  Please note that unit CF3 has now been withdrawn. This follows a significant drop in demand since advisers' minimum qualification level was raised from RQF Level 3 to Level 4. 
Technical articles | 27 Jun 2013
HMRC have issued their long-awaited consultation document on the new individual protection provisions. Any comments are required by 2 September 2013.
Technical articles | 11 Jul 2013
Some time ago we considered this subject, especially in the context of the Court of Appeal decision in Murphy v Holland and others (2003), EWCA Civ 1862. There has been a new, albeit High Court, decision on this subject which has raised quite a few questions. Although the case was decided l...
News items | 11 Feb 2019
Improving access to protection for those with chronic conditions and disabilities from the DWP Champion Access to Insurance Working Group.
Market data | 04 Dec 2018
Protection market review December 2018.
Market data | 06 Nov 2018
Protection market review November 2018.
News items | 17 Jul 2018
Protection market update for July 2018 including news, updates on regulation and legislation and product development.
News items | 22 May 2018
Protection market update for May 2018.
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