Skip to main content
Personal Finance Professional – setting standards and guiding the profession - return to the homepage Personal Finance Professional logo
  • Search
  • Visit Personal Finance Professional on Instagram
  • Personal Finance Professional on Twitter
  • Visit @PersonalFinanceSociety on Facebook
Visit the website of the Chartered Insurance Institute Logo of the Chartered Insurance Institute

Main navigation

  • Home
  • News
  • News analysis
  • Features
  • Study room
  • Opinion
  • PFS Radio
  • Digital magazine
Quick links:
  • Home
  • Personal Finance Professional

Personal Finance Professional WINTER 2021

Share on
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print
Linked PFP_Winter 2021.jpg
Issue date: December 2021

Articles in this issue

web_p5_opinion_shutterstock_1819921349.png

Opinion - Turbulent times

Thursday 2nd December 2021
Matthew Connell examines the effect of the recent Budget on the advice market and wider economy
Open-access content
web_p6_-ITN-Productions-Industry-News.png

PFS and ITN launch building financial resilience programme

Thursday 2nd December 2021
The PFS has partnered with ITN Productions Industry News to produce a news-style programme, titled Building Financial Resilience, which explores the importance of financial planning in a pandemic-informed world.
Open-access content
web_p7_PFS-Awards.png

Financial planning stars applauded at Personal Finance Awards

Thursday 2nd December 2021
London-based First Wealth has been named the PFS’s Chartered Financial Planning Firm of the Year at the Personal Finance Awards 2021 with Carla Brown, founder and managing director of Oakmere Wealth Management, named Chartered Financial Planner of the Year.
Open-access content
web_p7_-new-chair-of-the-Society-of-Mortgage-Professionals_iStock-1139348408.png

SMP appoints new chair and vice-chair

Thursday 2nd December 2021
Carlos Thibaut, formerly CEO of 360Dotnet, is to become the new chair of the Society of Mortgage Professionals (SMP) from the end of the year.
Open-access content
web_p8_Lisa-Marie-Janes.png

Winners of the Personal Finance Media Awards revealed

Thursday 2nd December 2021
The winners of the Personal Finance Society Media Awards 2021 were announced during a virtual ceremony in November.
Open-access content
web_p8_Armed-Forces_iStock-1221154310.png

Armed forces personnel need mortgage guidance

Thursday 2nd December 2021
The PFS and Society of Mortgage Professionals are calling on mortgage advisers to sign up to Forces Moneyplan and assist the growing number of Armed Forces personnel wanting home financing guidance.
Open-access content
web_p8_-Talk-Money-Week_iStock-157627883.png

PFS supports talk money week 2021

Thursday 2nd December 2021
The PFS took part in Talk Money Week, an annual awareness campaign coordinated by the Money and Pensions Service, by encouraging members to start a conversation with family and friends about later-life and care funding.
Open-access content
web_p9_World-Financial-Planning-Day_iStock-911026546.png

Teachers want financial advisers back in the classroom

Thursday 2nd December 2021
As World Financial Planning Day was held in October, teachers called for more PFS members to go back to school.
Open-access content
web_p9_diversity_iStock-1178856357.png

Financial planners reveal main aim of EDI policies

Thursday 2nd December 2021
Almost a quarter of financial planners have revealed the main aim of their diversity and inclusion programmes is to prevent discrimination, a survey of PFS members has revealed.
Open-access content
web_p9_financial-advice_iStock-1135204036.png

Profession prepares for bounceback

Thursday 2nd December 2021
NextWealth and the PFS’s latest Financial Advice Business Benchmarks (FABB) report shows the profession is all about growth in 2021, with optimism for a strong bounceback after the challenges of 2020.
Open-access content

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Next page Next ›
  • Last page Last »
Subscribe
Share
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print

Today's top reads

BECOME A MEMBER

BECOME A MEMBER

SUBSCRIBE TO PRINT

SUBSCRIBE TO PRINT
PFP
​
FOLLOW US
Twitter
LinkedIn
Youtube
CONTACT US
Tel: +44 (0) 20 7880 6200
Email
Advertise with us
​

About the PFS

About us
Membership
Qualifications
Events

PFP magazine

Digital magazine
Podcasts
Blog
News

General Information

Privacy Policy
Terms & Conditions
Cookie Policy
Think Green

Get in touch

Contact us
Advertise with us
Write for PFP Magazine
Want to receive PFP Magazine
Not a member but interested in knowing more? Click here.

© 2023 • PFP Magazine is published by Redactive Media Group. All rights reserved. Reproduction of any part is not allowed without written permission.

Redactive Media Group Ltd, 71-75 Shelton Street, London WC2H 9JQ