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PFP Magazine homepage, October 2020

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  • Rethinking retirement
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    Rethinking retirement

    The cost-of-living crisis and politics are playing havoc with many people’s retirement plans, as Liz Booth reports

  • Duty bound
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    Duty bound

    Dr Matthew Connell reports on the latest developments on the road to implementation of the Consumer Duty

  • Autumn statement: Key changes
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    Autumn statement: Key changes

    Niki Patel highlights key changes and tax planning opportunities for clients following the Autumn Statement

News

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PFS Publishes Consumer duty good practice guide for financial advisers

In support of the Financial Conduct Authority’s (FCA) flagship regulatory reform, the Consumer Duty, the PFS has created a good practice guide for personal finance firms.
February 2023
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PFS responds to future disclosure framework discussion

The Financial Conduct Authority (FCA) has published its Discussion Paper on a Future Disclosure Framework.
February 2023
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PFS hosts first graduation ceremony since 2019

The PFS once again welcomed members to a graduation ceremony for those qualifying as Chartered financial planners, Associates or Fellows of the PFS in the period 1 July 2019 to 30 June 2022.
February 2023
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CII apprenticeship awards

The Chartered Insurance Institute (CII) is delighted to announce the CII Apprenticeship Awards celebrating the achievements of exceptional apprentices from across the UK in seven categories – including four categories in the financial services profession – with cash prizes for each award funded by the Education and Training Trust.
February 2023

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Editor's selection

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PFS graduation - Leading the way

As the PFS graduation ceremony returned at the end of last year, Luke Holloway met a pair of professionals recognised for their achievements
February 2023
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Economic outlook - how can advisers help?

As 2023 begins where last year left off, with widespread strikes, high energy costs, bad weather and a cost-of-living crisis, Liz Booth looks for signs of recovery
February 2023
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Investments - Time to fix up

Dewi John examines the prospects of bonds in 2023
February 2023
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Browse by topic

pensions

Pensions

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An age-old problem

It is well documented that many younger people struggle to afford a mortgage and to get onto the property ladder. But what about the other end of the age spectrum?
Wednesday 22nd March 2023
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Rethinking retirement

The cost-of-living crisis and politics are playing havoc with many people’s retirement plans, as Liz Booth reports
Friday 17th February 2023
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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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Investments

Investments

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Autumn Statement: Key changes

Niki Patel highlights key changes and tax planning opportunities for clients following the Autumn Statement
Friday 17th February 2023
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Tax - Tapering over the cracks

Technical Connection examines the tapered annual allowance
Friday 17th February 2023
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Investments - Time to fix up

Dewi John examines the prospects of bonds in 2023
Friday 17th February 2023
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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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Regulation

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Edinburgh Reforms - Cutting the red tape

Dr Matthew Connell provides an update on changes to the UK’s financial services regulations post-Brexit
Friday 17th February 2023
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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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More from Regulation »
Advice

Advice process

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Budget – Spring 2023

John Woolley highlights the key announcements from the Budget impacting financial advisers and their clients
Monday 20th March 2023
Open-access content
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Economic outlook - how can advisers help?

As 2023 begins where last year left off, with widespread strikes, high energy costs, bad weather and a cost-of-living crisis, Liz Booth looks for signs of recovery
Friday 17th February 2023
Open-access content
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Teaching tax

As new research shows significant numbers of UK adults do not understand the tax they pay, Liz Booth uncovers a huge opportunity for financial planners to engage with their clients on tax literacy
Friday 17th February 2023
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Autumn Statement: Key changes

Niki Patel highlights key changes and tax planning opportunities for clients following the Autumn Statement
Friday 17th February 2023
Open-access content
More from Advice process »

Latest Podcasts from PFS Radio

PFS Radio logo, two male faces

Simplified Investment Advice

6th April 2023

In this episode of the podcast, we are discussing the Financial Conduct Authority's plans for simplified advice and what it would mean for the Financial Planning Profession.

We are joined by Eddie Grant, Director at Technical Connection Limited, and a Past PFS President, and Dr Matt Connell, Policy and Public Affair Director for the CII and PFS.

PFS Radio logo, two faces, one male, one female

Green and Sustainable Finance

29th March 2023

In this episode of the podcast, we are discussing Green and Sustainable Finance and what it means to the insurance and financial services professions.

We are joined by Simon Thompson, Chief Executive of the Chartered Banker Institute, and chair of the UK’s Green Finance Education Charter on behalf of the Department for Energy Security and Net Zero, and author of Green & Sustainable Finance: Principles & Practice. And Rebecca Aston Professional Standards Manager at the CII.

You can find the CII's Green Finance Companion Guide to the Code of Ethics here.

PFS Radio logo, two female faces

Benefits of Professional membership

22nd March 2023

In this episode of the podcast, we are discussing the value and benefits membership of a professional body brings to individuals in the insurance and personal finance professions. 

We are joined by Caroline Martin, who is Deputy President of the Insurance Institute of Chelmsford and South Essex, and Hazel Bowen, is the Personal Finance Society’s current Chartered Financial Planner of the Year.
 

More podcasts...

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