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PFP_Autumn 2021.jpg

Personal Finance Professional AUTUMN 2021

Issue date: September 2021

In this issue...

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President's opinion - Serving up technology

Monday 27th September 2021
PFS president Sarah Lord on how introducing technology can benefit the client journey
Open-access content
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Q&A - Autumn 2021

Monday 27th September 2021
The CII Financial Assess training package tests your knowledge of key financial topics
Open-access content
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Technical Q&A Autumn 2021

Monday 27th September 2021
Technical Connection answers questions on probate and pensions
Open-access content
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George Tsounias on My Personal Finance Skills plans for the new school year

Monday 27th September 2021
George Tsounias on My Personal Finance Skills plans for the new school year
Open-access content
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Congratulations PFS Graduates

Monday 27th September 2021
Congratulations all our PFS graduates from 2019-2021! Due to the pandemic, it has not been possible for graduation ceremonies during 2020 and 2021. However, graduations will return from April 2022 and all those who missed the opportunity to attend their graduation will receive an invitation. Graduates will be updated in due course once dates are confirmed.
Open-access content
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Technical refresher - Inheritance tax exemptions

Monday 27th September 2021
Technical Connection provides a reminder of the inheritance tax exemptions
Open-access content
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Triple lock pensions

Monday 27th September 2021
Liz Booth examines how state support during Covid-19 is having a complicating effect on state pension calculations
Open-access content
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Fund focus - Emerging markets

Monday 27th September 2021
In this issue, Dewi John casts his eye over emerging markets funds
Open-access content
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LPAs: moving with the times

Monday 27th September 2021
Liz Booth explains why and how the UK government is proposing to revamp the lasting powers of attorney process
Open-access content
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From classroom to corporate careers

Monday 27th September 2021
Vivine Cameron speaks to two Coventry University graduates about how CII qualifications led them to careers as financial advisers
Open-access content

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