PFP Magazine homepage, October 2020

Open-access content
  • Inflated concerns
    web_p12_Inflated-Concers-CREDIT-Fabio-Buonocore (1).png
    web_p12_Inflated-Concers-CREDIT-Fabio-Buonocore (1).png
    newweb_p12_Inflated-Concers-CREDIT-Fabio-Buonocore-(1).jpg

    Inflated concerns

    Adam Leci explains to advisers how to stop  worrying and love inflation

  • Consumer Duty - A new approach
    web_p16_Consumer-Duty_CREDIT-Mark-Airs-IKON_00025117.png
    web_p16_Consumer-Duty_CREDIT-Mark-Airs-IKON_00025117.png
    newweb_p16_Consumer-Duty_CREDIT-Mark-Airs-IKON_00025117.jpg

    Consumer Duty - A new approach

    Matthew Connell reveals the regulatory challenge advisers face from the FCA’s retail investment review

  • Taxing times
    web_p15-Taxing-Times_iStock-1159267699.png
    web_p15-Taxing-Times_iStock-1159267699.png
    newweb_p15-Taxing-Times_iStock-1159267699.jpg

    Taxing times

    Liz Booth explores ways to reduce tax bills as the cost of living soars

News

jx

Personal Finance Society Festival is back

The PFS is delighted announce the long-awaited return of The Festival of Financial Planning, taking place at Birmingham’s NEC on 1-2 November.
June 2022
jtrs

PFS President reflects on purpose

Sarah Lord, president of the PFS, kicked off the first ever Ambassadors in Action conference alongside Peter Blanc, president of the CII, by highlighting how both the personal finance and insurance profession recognise the importance of attracting and retaining talent to ensure there are more qualified individuals able to raise public trust in protection and the power of financial planning.
June 2022
6s

Volunteers who help develop careers applauded

Financial planners and insurance professionals who have excelled in helping peers develop their careers were applauded at the Volunteer Awards ceremony in May.
June 2022
d7

Personal Finance Awards- enter now!

PFS members have just weeks to submit their entries to this year’s awards before nominations close on 5 July.
June 2022

More from News »

Editor's selection

uy

Lending landscape

Marc Shoffman explores what the Bank of England’s plan to ditch rules limiting massive mortgages means for brokers
June 2022
Open-access content
yf

Retirement - best laid plans

"Liz Booth examines whether reduced life expectancy figures post-pandemic are affecting how people plan their finances"
June 2022
Open-access content
ty

Steel focus

Matthew Connell explains the impact of the FCA’s British Steel pension compensation scheme
June 2022
Open-access content

Personal Finance Professional magazine

v3 Linked PFP_Summer 2022.jpg
Personal Finance Professional SUMMER 2022
Linked PFP_Spring 2022.jpg
Personal Finance Professional SPRING 2022
Linked PFP_Winter 2021.jpg
Personal Finance Professional WINTER 2021
PFP_Autumn 2021.jpg
Personal Finance Professional AUTUMN 2021
PFP_Summer 2021.jpg
Personal Finance Professional SUMMER 2021
PFP_Spring2021.jpg
Personal Finance Professional SPRING 2021
PFP_Winter2020.jpg
Personal Finance Professional WINTER 2020
PFP_Autumn 2020
Personal Finance Professional AUTUMN 2020
Alt
Personal Finance Professional SUMMER 2020
Alt
Personal Finance Professional SPRING 2020
Alt
Personal Finance Professional WINTER 2019
AUTUMN 2019
Personal Finance Professional AUTUMN 2019

Browse by topic

pensions

Pensions

yf

Retirement - best laid plans

"Liz Booth examines whether reduced life expectancy figures post-pandemic are affecting how people plan their finances"
Monday 13th June 2022
Open-access content
ty

Steel focus

Matthew Connell explains the impact of the FCA’s British Steel pension compensation scheme
Monday 13th June 2022
Open-access content
web_p5_opinion_shutterstock_1819921349.png

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
More from Pensions »
Investments

Investments

ih

Getting a grip on green

As various bodies seek to establish a common taxonomy for ESG investing, Dewi John examines the tensions between the different approaches
Monday 13th June 2022
Open-access content
web_p5_opinion_shutterstock_1819921349.png

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
More from Investments »
web_p10_computer-data_iStock-470760080_0.png

Regulation

web_registration_credit_eamesBot_shutterstock_2112846341.png

Trust penalties

John Woolley of Trustee Support Services warns advisers they could face fines for not registering a trust on the Trust Registration Service
Friday 12th August 2022
Open-access content
uh

Consumer Duty - A new approach

Matthew Connell reveals the regulatory challenge advisers face from the FCA’s retail investment review
Monday 13th June 2022
Open-access content
web_p10_The-Queen’s-Speech_GettyImages-1240577545.png

Regulatory radar - Summer 2022

Matthew Connell examines the Financial Services Bill, sustainability and cladding cover
Monday 13th June 2022
Open-access content
web_p5_opinion_shutterstock_1819921349.png

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
More from Regulation »
Advice

Advice process

uykc

Technical Q&A Summer 2022

Key answers on pilot trusts and salary sacrifice
Monday 13th June 2022
Open-access content
yf

Retirement - best laid plans

"Liz Booth examines whether reduced life expectancy figures post-pandemic are affecting how people plan their finances"
Monday 13th June 2022
Open-access content
uh

Taxing times

Liz Booth explores ways to reduce tax bills as the cost of living soars
Monday 13th June 2022
Open-access content
web_businesswoman-walking-up-stairs_credit_Who is Danny_shutterstock_1460849927.png

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
More from Advice process »

Latest Podcasts from PFS Radio

PFS Radio logo, two female faces

EDI Impact

22nd June 2022

This week on the podcast we are discussing equality, diversity and inclusion within the insurance and financial planning professions. 

We are joined by Emily Kenna, Director at Sense Risk Solutions and Diversity and Inclusion Representative for Bristol CII, and Vivine Cameron, EDI Manager at the CII. 

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

Raising Professional Standards

15th June 2022

In this episode of the podcast, we discuss the power of professional standards. 

We are joined by Tony Overy, CEO of Saunderson House Ltd, and Melissa Collett, Professional Standards Director at the CII. 
 

PFS Radio logo, two male faces

Carer's Week

8th June 2022

This week is carer’s week, so we are discussing the changing cost of care, and caring for others, and how this is impacting consumers. 

We are joined by Graham Duffy, Care Specialist at Just, and Dr Matthew Connell, Director of Policy and Public Affairs at the CII and PFS. 

More podcasts...

Most Popular