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News

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RSMR launch candid conversations virtual series

At RSMR’s virtual conference in November 2020, they asked participants from the advisory community what they would value most from virtual engagement during the months ahead.
April 2021
financial vulnerability

PFS launches financial vulnerability taskforce

The PFS has launched an independent Financial Vulnerability Taskforce with the aim of supporting the profession to better recognise and address the various forms of consumer vulnerability, improve client outcomes and increase access to financial advice.
February 2021
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PFS member benefits of EFPA

Since the UK formally left the European Union (EU) at the end of 2020, the PFS has been reminding members of the agreement the professional body has in place in partnership with other awarding bodies across Europe for advisers who still want to practise in the EU.
February 2021
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PFS to improve diversity of profession with apprenticeships

The PFS is introducing a new diversity and inclusion requirement for employers who use the Aspire apprenticeship scheme.
February 2021

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Editor's selection

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Preparing for the spring Budget

With the Chancellor expected to begin recouping coronavirus relief spending in his forthcoming Budget, John Woolley explains why it is even more important than usual to consider planning for the end of this tax year
February 2021
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Retirement storm brewing

Luke Holloway examines the impact Covid-19 is having on the Bank of Mum and Dad
February 2021
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Guiding the vulnerable

Chartered Financial Planner of the Year Robin Melley explains to Liz Booth how he assists clients in vulnerable circumstances
February 2021
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Browse by topic

pensions

Pensions

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Technical Q&A

Technical Connection answers questions about inherited shares and whether furlough income counts as earnings for pension purposes
Friday 12th February 2021
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Retirement storm brewing

Luke Holloway examines the impact Covid-19 is having on the Bank of Mum and Dad
Friday 12th February 2021
Open-access content
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Technical refresher - Blessed relief

Technical Connection examines how to use personal pension contributions to reduce tax on chargeable event gains
Tuesday 1st December 2020
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Technical Q&A

Technical Q&A examines passing on the residence nil rate band and the pension annual allowance
Tuesday 22nd September 2020
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Investments

Investments

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Fund focus - Q4 2020 investments

What the rally at the end of 2020 means for UK investors is explored by Dewi John
Friday 12th February 2021
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The advice journey

Luke Holloway highlights key takeaways from the PFS’s latest retirement and investment webinars
Tuesday 1st December 2020
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Funds - Growth among turmoil

With the global economy in Covid-induced turmoil, Dewi John reveals where growth can be found in investment markets
Tuesday 1st December 2020
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Child trust funds - opportunity missed

As the first child trust funds reach maturity, Dewi John examines where the initiative went wrong
Tuesday 22nd September 2020
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Regulation

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Work in progress - RDR and FAMR

Dr Matthew Connell explains the challenge the profession faces following the FCA’s RDR and FAMR review
Friday 12th February 2021
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Regulatory radar - Spring 2021

Shayne Halfpenny-Ray examines the post-Brexit regulatory landscape for financial advisers
Friday 12th February 2021
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Journey towards diversity and inclusion

Emma Ann Hughes highlights further steps needed to attract diverse talent to the profession
Tuesday 1st December 2020
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Regulation - Where we're at

In his final article for PFP, regulatory consultant Rory Percival takes a look back at his 30-plus years in the advice sector and gives his take on what needs to happen next to raise standards
Tuesday 1st December 2020
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Advice

Advice process

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Guiding the vulnerable

Chartered Financial Planner of the Year Robin Melley explains to Liz Booth how he assists clients in vulnerable circumstances
Friday 12th February 2021
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Q&A - Spring 2021

The CII Financial Assess training package tests your knowledge of key financial topics
Friday 12th February 2021
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President's opinion - Sarah Lord

PFS president Sarah Lord shares an equation to summarise financial planning and the key role relationships play
Friday 12th February 2021
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A safe pair of hands - the Financial Vulnerability Taskforce

PFS CEO Keith Richards explains the purpose of the Financial Vulnerability Taskforce
Friday 12th February 2021
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More from Advice process »

Latest Podcasts from PFS Radio

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Exploring abridged advice.

14th April 2021

In this episode of the podcast, we are talking about what pension transfers specialists need to know in 2021 and exploring abridged advice.

We are joined by David Flory, consultant, and Dr Matthew Connell, Policy and Public Affairs director, both from the PFS.

 

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Impact on Covid-19 on the mortgage market

31st March 2021

In this episode of the podcast, we are talking about the impact of Covid-19 on the mortgage market.

We are joined by David Thomas, who is Managing Partner and Owner of Chadney Bulgin as well as Chair of the Society of Mortgage Professionals, and Carlos Thibaut, a non-executive director of the Society of Mortgage Professionals.

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Remote Invigilation or a physical exam sitting: which is the best option for me?

17th March 2021

In this episode of the podcast, we are discussing the differences between remote invigilation and physical sittings of exams.

We are joined by Taron Josen, Assistant Financial Planner at Saunderson House, and Gill White, Chief Customer Officer at the CII.

For more information on Remote Invigilation sittings for on-screen written exams visit the CII Website.

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