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Personal Finance Professional SUMMER 2021

Issue date: June 2021

In this issue...

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In search of net zero

Monday 7th June 2021
Shayne Halfpenny-Ray previews new guidance from the PFS for advisers looking to help clients that want to invest sustainably
Open-access content
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President's opinion - Evolving client needs

Monday 7th June 2021
PFS president Sarah Lord examines what the advice profession can learn from technology and consumer-facing brands
Open-access content
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Q&A - Summer 2021

Monday 7th June 2021
The CII Financial Assess training package tests your knowledge of key
Open-access content
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Introducing 'Your Money'

Monday 7th June 2021
George Tsounias explains how My Personal Finance Skills is now educating the nation’s adults about money matters
Open-access content
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Pensions transfer webinars

Monday 7th June 2021
Bobbi Sills highlights key takeaways from the PFS’s latest pension transfer webinar
Open-access content
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Technical Q&A Summer 2021

Monday 7th June 2021
Questions answered on uncrystallised funds and what happens to ISAs when moving abroad
Open-access content
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Budget 2021 - Taxing times

Monday 7th June 2021
Technical Connection’s John Woolley explores tax planning opportunities arising from this year’s Budget and Command Paper
Open-access content
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Tax return: A taxing question

Monday 7th June 2021
Liz Booth examines what financial advisers can do to help clients legally reduce their taxable income
Open-access content
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Charitable giving

Monday 7th June 2021
Rob Cope explores the critical role financial advisers play in helping clients gain tax relief while helping charities with legacy gifts
Open-access content
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Maximise your membership

Monday 7th June 2021
Simon Webster gives an overview of the benefits of Personal Finance Society membership
Open-access content
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