PFP Magazine homepage, October 2020

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News

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Personal Finance Awards winners named

Leeds-based The Private Office has been named the PFS’s Chartered Financial Planning Firm of the Year.
December 2022
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Winners of Personal Finance Media Awards Revealed

The winners of the PFS Media Awards 2022 were announced during a ceremony at the Festival of Financial Planning held at the Birmingham NEC in November.
December 2022
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New Financial Planning talent is essential says PFS President

The new president of the PFS, Caroline Stuart, has called for more people to join the financial planning profession, saying it is an essential priority for the future.
December 2022
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Cost-of-living crisis changing consumers' claims expectations

The cost-of-living crisis is causing consumers to want claims paid faster and to feel more in control during the claims process, according to the findings of the latest Chartered Insurance Institute (CII) Public Trust Index.
December 2022

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Editor's selection

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Sterling effort

With the pound plummeting, what does it mean for clients approaching or in retirement? Alison Steed finds out
December 2022
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Mortgages - Testing times

Fiona Nicolson reports on the aftermath of the UK government’s September mini-Budget
December 2022
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DofE Bronze Award in personal finance

George Tsounias explains the programme now offered by My Personal Finance Skills to support participants looking to fulfil a skill as part of the Duke of Edinburgh’s Bronze Award
December 2022
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Personal Finance Professional magazine

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Browse by topic

pensions

Pensions

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Transfer window

"The experts at Technical Connection examine pensions and the overseas transfer charge"
Friday 2nd December 2022
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The Autumn Statement – Key changes

John Woolley outlines key changes concerning financial advice from the Autumn Budget
Thursday 1st December 2022
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British Steel pensions - who's to blame?

Matthew Connell explores how the British Steel Pension Scheme exposed failures of regulation
Friday 7th October 2022
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Future planning

Kerry Drysdale examines the benefits of using a cashflow tool in supporting goals-based financial planning
Friday 7th October 2022
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Investments

Investments

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Where is the value?

Dewi John on the battle to find inflation-beating returns in the current environment
Friday 2nd December 2022
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Death and taxes: Planning ahead

Niki Patel of Technical Connection takes a detailed look at the benefits of wills and IHT planning
Friday 2nd December 2022
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Sterling effort

With the pound plummeting, what does it mean for clients approaching or in retirement? Alison Steed finds out
Friday 2nd December 2022
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web_financial-planning_CREDIT-Pekic_iStock-1162855475.png

The Autumn Statement – Key changes

John Woolley outlines key changes concerning financial advice from the Autumn Budget
Thursday 1st December 2022
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More from Investments »
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Regulation

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Brexit strategy

Liz Booth reports on the Financial Services and Markets Bill, which aims to allow the UK to begin setting its own rules for financial services, post-Brexit
Friday 2nd December 2022
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Do your duty

Callum Delhoy explains how to demonstrate your client-centric approach and meet the FCA’s Consumer Duty requirements
Friday 2nd December 2022
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Regulation update - Winter 2022

Dr Matthew Connell offers a regulatory update including a look towards the Autumn Statement and guidance from the FCA
Friday 2nd December 2022
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Regulatory radar - Autumn 2022

Matthew Connell discusses a new government and a possible change in apporach to regulations
Friday 7th October 2022
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Advice

Advice process

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Not a wealth of diversity

Laura Miller asks: what is financial advice’s problem with attracting more women and how can it be fixed?
Thursday 26th January 2023
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Death and taxes: Planning ahead

Niki Patel of Technical Connection takes a detailed look at the benefits of wills and IHT planning
Friday 2nd December 2022
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Personal Finance Awards - Investing in the future

Liz Booth speaks to winners of this year’s PFS Personal Finance Awards
Friday 2nd December 2022
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Stream of talent

Succession planning is vital to the ongoing success of a financial planning firm. Simoney Kyriakou speaks to those shortlisted at this year’s Personal Finance Awards to uncover their strategy
Friday 2nd December 2022
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Latest Podcasts from PFS Radio

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Pfs Festival of Financial Planning

3rd November 2022

In this episode of the podcast, we are talking about the Personal Finance Society’s Festival of Financial Planning, which recently took place at the NEC in Birmingham

We are joined by Sarah Lord, Immediate Past President of the PFS, and Caroline Stuart, current President of the PFS.

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Professional standards and misconduct

19th October 2022

In this episode of the podcast, we are talking about the importance of professional standards in insurance and financial services, treating customers fairly, and addressing misconduct.

We are joined by James Daley, Managing Director at Fairer Finance, and Melissa Collett, Executive Director of Professional Standards at the CII
 

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Mortgage brokers supporting borrowers

12th October 2022

In this episode of the podcast, we are talking about how mortgage brokers can support borrowers.

We are joined by Carlos Thibaut, Chair of the Society of Mortgage Professionals, and Liz Syms, Owner of Connect Mortgages, and Board member for the Society of Mortgage Professionals.

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