The Personal Finance Society

The Personal Finance Society is the professional body for the financial advisory profession in the UK. They take an active role in setting standards of professionalism and their 27,000 members commit to the highest standards of professionalism by keeping their technical knowledge up to date and by adhering to a respected code of ethics.

Their mission is to lead the financial advice community towards higher levels of professionalism, exhibited through ethical and behavioural standards, interpersonal and business skills and technical knowledge – achieving this goal through a wide programme of activities, including advocacy, guidance, publications and related tools, training and educational events, all to the ultimate benefit of the profession and the consumer alike.

From this page, users are able to see all of the most recent articles published by the Personal Finance Society, and search for resources relevant to the financial services market.

For further information on events and seminars being run by this society, please visit the Personal Finance Society website, using the following link –
http://www.thepfs.org/pfs.aspx

Money laundering: a concise guide for all business
February, 2012
 
Ebooks
Around the world, anti-money laundering regulations and legislation have become one of the weapons of choice of governments that are fighting global terrorism and criminality. Within the UK, the latest regulation, The Money Laundering Regulations 2003, have extended the range of businesses covered by the Proceeds of Crime Act to include solicitors, lawyers, estate agents and, in effect, all companies involved in consultancy or business services ...
 
 
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CII Briefing: FSA CP11/31 Mortgage Market Review - Final Consultation and Reform Package
January, 2012
 
Thumbnail of mortgage market review briefing
Last month, the FSA published of proposals for its Mortgage Market Review, suggesting changes in several areas including affordability assessment, self-certification, and advice versus execution-only. This briefing summarises the latest.
 
 CII_Briefing_FSA_CP11-31_MMR_Reform_Pack_Jan2012.pdf
 
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CII EU Update 13: Plus ça Change, Plus c’est la Même Chose: European Regulation in a Changing Political Context
January, 2012
 
Thumbnail of CII European Financial Services briefing
Update briefing on latest EU developments including general political context and Commission guidelines on the European Court's gender and insurance ruling.
 
 European_Financial_Services_Update_13_9Jan2012.pdf
 
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CII Public Affairs Update - December 2011
January, 2012
 
Big Ben
The CII Public Affairs Updates contain news from Westminster and Whitehall, Europe and the regulator.
 
 12_CII_PA_Update_Dec_2011.pdf
 
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Financial services regulation after 2012
January, 2012
 
Technical articles
Following the 2010 general election, the incoming UK government announced its decision to reverse many of the provisions of the FSMA 2000. The underlying reasons for this regime change relate to perceived failures in banking regulation; nevertheless the regulation of insurance, investment and other financial services will also be affected significantly ...
 
 
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CII Briefing: Retail Distribution Review Final Implementation
December, 2011
 
Briefing on RDR Implementation
November has seen several consultations and other policy documents from the FSA in the run-up to the RDR implementation in 2013. This briefing summarises these developments and also links to European developments.
 
 Briefing_RDR_Final_Implementation_1Dec2011.pdf
 
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Key person cover for sole traders
December, 2011
 
Technical articles
In this month’s article, which continues on the theme of keyperson cover, we look at keyperson cover for a sole trader (sole proprietor). In many respects the sole trader is the ultimate keyperson...
 
 
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Will trusts for children and other animals
December, 2011
 
Technical articles
If you intend to leave your assets to children or grandchildren on your death, what’s the best way to do it? Do you always need a trust? Some people just reject the idea of a trust and...
 
 
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Which way for Europe?
December, 2011
 
Technical articles
For much of this year, Europe (or more precisely, the sovereign debt crisis in the single currency zone) has dominated investment thinking. The apparent disarray in political circles over how best to tackle the deteriorating situation within the Eurozone has led to wild swings within the markets, with shares in continental Europe bearing the brunt of investor disenchantment ...
 
 
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CII Thinkpiece 66: Retaining today’s knowledge for tomorrow: Capturing the knowledge of retirees
December, 2011
 
Knowledge loss can be an unintended consequence of retirements and can prove costly for firms. Adele Wilter of Capita Consulting provides a short guide on how best to capture this knowledge and prevent a brain drain.
 
 TP66_Wilter_Capturing_retiree_knowledge_VF.pdf
 
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