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  • You are what you tweet
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    You are what you tweet

    Simoney Kyriakou explains the importance of keeping your social media within the regulator’s guidelines

  • Budget 2021- Taxing times
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    Budget 2021- Taxing times

    Technical Connection’s John Woolley explores tax planning opportunities arising from this year’s Budget and Command Paper

  • Covid 19: The financial consequences
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    Covid 19: The financial consequences

    Liz Booth explores how Covid-19 has impacted the nation’s health and wealth

News

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PFS creates wellbeing hub for members

The coronavirus pandemic has heightened awareness around wellbeing and while financial advisers continue to play a key role in supporting their clients, many will also be impacted personally and need additional support.
June 2021
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CII kickstarts careers in financial advice profession

The Chartered Insurance Institute (CII) will act as a gateway organisation for the government’s Kickstart Scheme.
June 2021
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The Candid Conversations Virtual Series from RSMR

In just 45 minutes, industry-leading fund managers debate relevant themes and talk about what they’ve learnt from being a fund manager during the Covid-19 pandemic and where they see the growth opportunities for investors going forward.
June 2021
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Barriers to charitable giving revealed

Financial advisers have revealed how they check their clients have an up-to-date will and currently discuss the benefits of charitable giving.
June 2021

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Editor's selection

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Opinion - Bright future

In his final message as CEO, Keith Richards reflects on the progress of the financial advice profession
June 2021
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In search of net zero

Shayne Halfpenny-Ray previews new guidance from the PFS for advisers looking to help clients that want to invest sustainably
June 2021
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Charitable giving

Rob Cope explores the critical role financial advisers play in helping clients gain tax relief while helping charities with legacy gifts
June 2021
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Browse by topic

pensions

Pensions

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Pensions transfer webinars

Bobbi Sills highlights key takeaways from the PFS’s latest pension transfer webinar
Monday 7th June 2021
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Sharp response

Aamina Zafar examines lessons to learn from a recent FCA ruling on pension switching
Monday 7th June 2021
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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
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More from Pensions »
Investments

Investments

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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
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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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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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More from Investments »
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Regulation

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In search of net zero

Shayne Halfpenny-Ray previews new guidance from the PFS for advisers looking to help clients that want to invest sustainably
Monday 7th June 2021
Open-access content
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Regulatory radar - Summer 2021

Shayne Halfpenny-Ray shares update on FCA fund and consumer duty consultation
Monday 7th June 2021
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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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Advice

Advice process

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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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Q&A - Summer 2021

The CII Financial Assess training package tests your knowledge of key
Monday 7th June 2021
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Rebuilding trust post-Woodford

Simon Read asks: what does the ongoing Woodford fund fallout mean for investment advice
Monday 7th June 2021
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You are what you tweet

Simoney Kyriakou explains the importance of keeping your social media within the regulator’s guidelines
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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