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Personal Finance Professional SPRING 2021

Issue date: February 2021

In this issue...

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Guiding the vulnerable

Friday 12th February 2021
Chartered Financial Planner of the Year Robin Melley explains to Liz Booth how he assists clients in vulnerable circumstances
Open-access content
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Brexit wounds

Friday 12th February 2021
Now that the UK has left the EU with a last-minute deal, Liz Booth looks at what the future may hold for the financial advice profession
Open-access content
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Boom and bust? The end of stamp duty

Friday 12th February 2021
Liz Booth looks at what the end of the stamp duty holiday and the FCA’s latest guidance means for mortgage brokers 
Open-access content
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Technical Q&A

Friday 12th February 2021
Technical Connection answers questions about inherited shares and whether furlough income counts as earnings for pension purposes
Open-access content
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Education Champion of the Year

Friday 12th February 2021
"George Tsounias catches up with Yogesh Nakarja, recent winner of the  Education Champion of the Year title at the 2020 Personal Finance Awards"
Open-access content
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Q&A - Spring 2021

Friday 12th February 2021
The CII Financial Assess training package tests your knowledge of key financial topics
Open-access content
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President's opinion - Sarah Lord

Friday 12th February 2021
PFS president Sarah Lord shares an equation to summarise financial planning and the key role relationships play
Open-access content
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A safe pair of hands - the Financial Vulnerability Taskforce

Friday 12th February 2021
PFS CEO Keith Richards explains the purpose of the Financial Vulnerability Taskforce
Open-access content
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Meet the Millennials

Friday 12th February 2021
Bobbi Sills highlights four key financial planning challenges faced by Millennials and how advisers can overcome them
Open-access content
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Remote control

Friday 12th February 2021
Aamina Zafar looks at the technology solutions available to ensure secure remote working for firms of all sizes
Open-access content
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