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winter 2018

Personal Finance Professional WINTER 2018

Issue date: December 2018

In this issue...

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Taking responsibility

Tuesday 21st August 2018
Considering the implications of the extension of the Senior Managers & Certification Regime
Open-access content
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The power of partnerships

Tuesday 21st August 2018
Success of recent careers and employability events held by the CII and PFS in partnership with colleges and universities
Open-access content
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Advising the adviser

Tuesday 21st August 2018
Advice for paraplanners on how to build better adviser relationships
Open-access content
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Perfectly platformed

Tuesday 21st August 2018
Bella Caridade-Ferreira explains how she created new platform comparisont ools
Open-access content
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All change in the pensions space

Tuesday 21st August 2018
Analysing key areas for development in the retirement market plus a look at research findings from AKG's 2018 Pension Freedoms Paper
Open-access content
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A force for good

Tuesday 21st August 2018
The Forces Pension Society will offer members free guidance from the PFS's Forces Money Plan
Open-access content
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Technical Connection

Tuesday 21st August 2018
A look at tax-effective investment strategies
Open-access content
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Sleepless nights

Tuesday 21st August 2018
Examining mental health in the workplace
Open-access content
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On the level

Tuesday 21st August 2018
How the FCA's focus is shifting towards professionalism at a firm level
Open-access content
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Stand up and be counted

Tuesday 21st August 2018
How product providers and financial advisers can help encourage consumers to buy into insurance
Open-access content
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