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PFP_Autumn 2020

Personal Finance Professional AUTUMN 2020

Issue number PFP 1
Issue date: September 2020

In this issue...

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President's blog - Adam Owen

Tuesday 22nd September 2020
Adam Owen uses his final missive as PFS president to look towards a bright future of communication and collaboration
Open-access content
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The Big Ten

Tuesday 22nd September 2020
The CII Financial Assess training package tests your knowledge of key financial topics
Open-access content
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Technical refresher

Tuesday 22nd September 2020
In this issue’s Tech Refresher, Technical Connection examines the merits of relevant life policies
Open-access content
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Technical Q&A

Tuesday 22nd September 2020
Technical Q&A examines passing on the residence nil rate band and the pension annual allowance
Open-access content
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Child trust funds - opportunity missed

Tuesday 22nd September 2020
As the first child trust funds reach maturity, Dewi John examines where the initiative went wrong
Open-access content
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Due diligence

Tuesday 22nd September 2020
Chris Jones explains how to prepare for the FCA’s upcoming suitability review
Open-access content
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The next generation of advisers

Tuesday 22nd September 2020
Attracting the next generation of advisers is more critical now than ever, as Simoney Kyriakou reports
Open-access content
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The new cyber threat landscape

Tuesday 22nd September 2020
The Covid-19 pandemic has seen an increase in actively by both cyberattackers and fraudsters, as Liz Booth reports
Open-access content
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Remote working - the future of advice

Tuesday 22nd September 2020
Certain aspects of working remotely during the Covid-19 pandemic have proven their value for the long term, as Emma Ann Hughes explains
Open-access content
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CII Building Public Trust Awards open for nominations

Tuesday 22nd September 2020
The Chartered Insurance Institute (CII) has opened nominations for the upcoming Building Public Trust Awards, which will take place in March 2021.
Open-access content
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