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autumn 2018

Personal Finance Professional AUTUMN 2018

Issue date: September 2018

In this issue...

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 Study Room: Artificial intelligence and wealth management

Tuesday 21st August 2018
Examining whether chatbots can offer a practical implementation
Open-access content
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 Globetrotters

Tuesday 21st August 2018
A look at the handling of pension contributions after moving overseas
Open-access content
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 Make the connection

Tuesday 21st August 2018
How to get involved in the Regional Conferences
Open-access content
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 We are the champions

Tuesday 21st August 2018
A look at the PFS's Educations Champions initiative
Open-access content
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 Breathing new life into the sector

Tuesday 21st August 2018
Examining the ways life insurance space has evolved in recent years
Open-access content
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 Platform for change?

Tuesday 21st August 2018
Examining the FCA's findings in its recent platforms market study
Open-access content
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 Putting cash to work

Tuesday 21st August 2018
A look at the taxation considerations of investments by private limited companies
Open-access content
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 Crucial pensions education needed

Tuesday 21st August 2018
How financial advisers can reach the target audience for advising people on pensions
Open-access content
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 Standing up to the scammers

Tuesday 21st August 2018
A new campaign from the FCA and TPR aims to educate the public about the risks of scammers
Open-access content
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 Made simple

Tuesday 21st August 2018
A look at the UK's Financial Services Compensation Scheme
Open-access content
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