PFP Magazine homepage, October 2020

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  • Finding financial freedom
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    Finding financial freedom

    Emma Ann Hughes reports on the key takeaways from the latest PFS virtual conference

  • Shaping the Future Together
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    Shaping the Future Together

    As a professional body, we know we can only provide our members with the support and services they want if we truly understand their needs. That is why the Shaping the future together consultation is so important

  • Personal Finance Awards - Winning Ways
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    Personal Finance Awards - Winning Ways

    Liz Booth meets two winners of this year’s Personal Finance Awards who believe that responding to the challenges which the financial planning profession is facing head on will ensure better overall outcomes for clients

News

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PFS and ITN launch building financial resilience programme

The PFS has partnered with ITN Productions Industry News to produce a news-style programme, titled Building Financial Resilience, which explores the importance of financial planning in a pandemic-informed world.
December 2021
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Financial planning stars applauded at Personal Finance Awards

London-based First Wealth has been named the PFS’s Chartered Financial Planning Firm of the Year at the Personal Finance Awards 2021 with Carla Brown, founder and managing director of Oakmere Wealth Management, named Chartered Financial Planner of the Year.
December 2021
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SMP appoints new chair and vice-chair

Carlos Thibaut, formerly CEO of 360Dotnet, is to become the new chair of the Society of Mortgage Professionals (SMP) from the end of the year.
December 2021
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Winners of the Personal Finance Media Awards revealed

The winners of the Personal Finance Society Media Awards 2021 were announced during a virtual ceremony in November.
December 2021

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Editor's selection

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Women's wealth

Aamina Zafar examines ways to connect with the largely untapped women’s advice market
December 2021
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Mortgages - Business as usual?

Sam Barrett explores what 2022 holds in store for the UK housing market
December 2021
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"Dewi John examines the potential effects  of increasing inflation rates"

Inflation gets complicated

Dewi John examines the potential effects  of increasing inflation rates
December 2021
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Personal Finance Professional magazine

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Personal Finance Professional WINTER 2021
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Personal Finance Professional AUTUMN 2021
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Personal Finance Professional SUMMER 2021
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Personal Finance Professional SPRING 2021
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Personal Finance Professional WINTER 2020
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Personal Finance Professional AUTUMN 2020
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Personal Finance Professional SUMMER 2020
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Personal Finance Professional SPRING 2020
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Personal Finance Professional WINTER 2019
AUTUMN 2019
Personal Finance Professional AUTUMN 2019
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Personal Finance Professional SUMMER 2019
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Browse by topic

pensions

Pensions

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Opinion - Turbulent times

Matthew Connell examines the effect of the recent Budget on the advice market and wider economy
Thursday 2nd December 2021
Open-access content
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Regulatory radar - Winter 2021

Luke Holloway shares the latest regulatory updates from the financial services profession
Thursday 2nd December 2021
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Women's wealth

Aamina Zafar examines ways to connect with the largely untapped women’s advice market
Thursday 2nd December 2021
Open-access content
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Pensions - Transfer window

Laura Miller considers what the future holds for planners advising on pension transfers
Thursday 2nd December 2021
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Investments

Investments

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Opinion - Turbulent times

Matthew Connell examines the effect of the recent Budget on the advice market and wider economy
Thursday 2nd December 2021
Open-access content
"Dewi John examines the potential effects  of increasing inflation rates"

Inflation gets complicated

Dewi John examines the potential effects  of increasing inflation rates
Thursday 2nd December 2021
Open-access content
web_p20-21_Woman's-wealth__Verónica-Grech-IKON_00025272.png

Women's wealth

Aamina Zafar examines ways to connect with the largely untapped women’s advice market
Thursday 2nd December 2021
Open-access content
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Technical refresher - Child's play

As the first batch of Child Trust Funds begin to mature, Technical Connection offers advice on next steps
Thursday 2nd December 2021
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More from Investments »
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Regulation

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Opinion - Turbulent times

Matthew Connell examines the effect of the recent Budget on the advice market and wider economy
Thursday 2nd December 2021
Open-access content
web_p10_investment_shutterstock_754730455.png

Regulatory radar - Winter 2021

Luke Holloway shares the latest regulatory updates from the financial services profession
Thursday 2nd December 2021
Open-access content
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Dividend deviation

Simoney Kyriakou examines how insurers are reconsidering traditional investment models in this brave new world
Thursday 25th November 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
Monday 27th September 2021
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More from Regulation »
Advice

Advice process

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What it takes to become a Chartered financial adviser

Meet Lindsay Hallford and Kirsty Stone, both financial advisers at national Chartered financial planning firm The Private Office
Wednesday 8th December 2021
Open-access content
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Opinion - Turbulent times

Matthew Connell examines the effect of the recent Budget on the advice market and wider economy
Thursday 2nd December 2021
Open-access content
web_p7_PFS-Awards.png

Personal Finance Awards - Winning ways

Liz Booth meets two winners of this year’s Personal Finance Awards who believe that responding to the challenges which the financial planning profession is facing head on will ensure better overall outcomes for clients
Thursday 2nd December 2021
Open-access content
web_p15_finding-financial-freedom_CREDIT-Nick-Lowndes.png

Finding financial freedom

Emma Ann Hughes reports on the key takeaways from the  latest PFS virtual conference
Thursday 2nd December 2021
Open-access content
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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