PFP Magazine homepage, October 2020

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  • Bold plans - the FCA Business plan
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    Bold plans - the FCA Business plan

    Laura Miller examines what impact the FCA’s new Business Plan will have on the financial advice market 

  • Shaping the Future Together
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    Shaping the Future Together

    How the CII wants to engage with you to ensure everything we do empowers you as a professional

  • Pensions - Self help
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    Pensions - Self help

    Aamina Zafar investigates pensions options for the self-employed and how advisers can help

News

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Shaping the Future Together

The Chartered Insurance Institute (CII) Group has announced that it will be conducting a widespread membership consultation around all aspects of the CII’s membership offering, with a particular focus on achieving even greater recognition of the professionalism in the insurance and personal finance sector.
September 2021
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PFS goes back to school

Following its success during the past academic year, the PFS’s ‘My Personal Finance Skills’ programme will return to schools this September.
September 2021
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PFS reveals plans for virtual conference

The PFS’s Annual Conference and Personal Finance Awards will return in November and this year will be entirely digital.
September 2021
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Personal Finance Awards 2021/2022

Join us at 16:30 on Tuesday 2 November for the Personal Finance Awards as we recognise and celebrate outstanding individuals and firms who strive to deliver exceptional consumer outcomes within the financial planning profession.
September 2021

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Editor's selection

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Passing the PII baton

Will the FCA pass the thorny issue of PII over to the Competition and Markets Authority – and would it make a difference? Simoney Kyriakou investigates
September 2021
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Building resilience

With income protection an increasingly hot topic post-pandemic, James Moorhouse examines how the product can be promoted
September 2021
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Diversity challenge

Matthew Connell examines what the regulatory discussion paper on diversity and inclusion means for the financial planning profession
September 2021
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Browse by topic

pensions

Pensions

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Technical Q&A Autumn 2021

Technical Connection answers questions on probate and pensions
Monday 27th September 2021
Open-access content
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Triple lock pensions

Liz Booth examines how state support during Covid-19 is having a complicating effect on state pension calculations
Monday 27th September 2021
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Dead simple

Technical Connection’s Niki Patel provides a reminder of the fundamentals and planning options around the Residence Nil Rate Band
Monday 27th September 2021
Open-access content
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Pensions - Self help

Aamina Zafar investigates pensions options for the self-employed and how advisers can help
Monday 27th September 2021
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Investments

Investments

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Fund focus - Emerging markets

In this issue, Dewi John casts his eye over emerging markets funds
Monday 27th September 2021
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Opinion - Engaging with the profession

As the PFS prepares for a return to face-to-face events, Matthew Connell reveals what the Society is currently working on, as well as an update on the FCA
Monday 27th September 2021
Open-access content
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Technical Q&A Summer 2021

Questions answered on uncrystallised funds and what happens to ISAs when moving abroad
Monday 7th June 2021
Open-access content
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Fund focus - Pick up the pace

Dewi John puts the all-terrain strategic bond sector through its paces
Monday 7th June 2021
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Regulation

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Diversity challenge

Matthew Connell examines what the regulatory discussion paper on diversity and inclusion means for the financial planning profession
Monday 27th September 2021
Open-access content
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Bold plans - the FCA Business plan

Laura Miller examines what impact the FCA’s new Business Plan will have on the financial advice market
Monday 27th September 2021
Open-access content
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Regulatory radar - Autumn 2021

Shayne Halfpenny-Ray shares the latest regulatory updates from the financial services profession 
Monday 27th September 2021
Open-access content
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Opinion - Engaging with the profession

As the PFS prepares for a return to face-to-face events, Matthew Connell reveals what the Society is currently working on, as well as an update on the FCA
Monday 27th September 2021
Open-access content
More from Regulation »
Advice

Advice process

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President's opinion - Serving up technology

PFS president Sarah Lord on how introducing technology can benefit the client journey
Monday 27th September 2021
Open-access content
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Shaping the Future Together

How the CII wants to engage with you to ensure everything we do empowers you as a professional
Monday 27th September 2021
Open-access content
web-p4-5-Opinion-speech-bubble-illustration-iStock-1014903134-[Converted].jpg

Opinion - Engaging with the profession

As the PFS prepares for a return to face-to-face events, Matthew Connell reveals what the Society is currently working on, as well as an update on the FCA
Monday 27th September 2021
Open-access content
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President's opinion - Evolving client needs

PFS president Sarah Lord examines what the advice profession can learn from technology and consumer-facing brands
Monday 7th June 2021
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More from Advice process »

Latest Podcasts from PFS Radio

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The future of professional development for personal finance professionals

14th July 2021

In this episode of the podcast, we are talking about what the future holds for the professional development of individuals working in the insurance and personal finance profession. We are joined by Claire Tunley, CEO of the Financial Services Skills Commission, and Ian Simons, Customer Director for the CII.

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How personal finance professionals can engage with volunteering

7th July 2021

In this episode of the podcast, we are talking about why insurance and personal finance professionals should volunteer and what initiatives they can engage with.

We are joined by Erik Johnson, Deputy Active Underwriter at Victor Insurance Partner and George Tsounias, Education Relationship manager for the CII and PFS.

Some of the initiatives mentioned in the podcast are as follows:

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What financial services professionals need to know about climate risk

30th June 2021

In this episode of the podcast, we are discussing what financial services professionals need to know about climate risk and the recently launched Qualification Certificate in Climate Change developed by the Chartered Body Alliance, which consists of the Chartered Insurance Institute, the Chartered Bankers Institute and the Chartered Institute for Securities and Investments.

 We are joined by Simon Thompson, Chief Executive at Chartered Banker Institute, and Gill White, Chief Customer Officer at the CII.

More podcasts...

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