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Personal Finance Professional SPRING 2022

Issue date: February 2022

In this issue...

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 Fund focus

Tuesday 15th February 2022
Dewi John examines last year’s investment returns and looks ahead to 2022
Open-access content
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 Engaging with vulnerable clients

Tuesday 15th February 2022
Simoney Kyriakou explores how the financial planning profession can identify and engage with the growing numbers of clients in vulnerable circumstances
Open-access content
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 Forward thinking

Tuesday 15th February 2022
Liz Booth examines how technology is changing the way advice is delivered
Open-access content
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 Trust registration time to act!

Tuesday 15th February 2022
Nick Edwards and John Woolley explain why recent HMRC changes mean advisers should discuss with clients whether their trusts need to be registered
Open-access content
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 Becoming chartered

Tuesday 15th February 2022
Lindsay Hallford speaks to Kirsty Stone about her journey to becoming a Chartered financial adviser
Open-access content
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 Planning ahead

Tuesday 15th February 2022
Niki Patel examines tax year-end planning opportunities
Open-access content
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 Sustainable landscape

Tuesday 15th February 2022
Sam Barrett examines the changing regulatory environment for responsible investing and ramifications for the financial planning profession
Open-access content
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 2022- a year in flux?

Tuesday 15th February 2022
Liz Booth explores how mortgage intermediaries can ensure that record levels of remortgaging increases engagement with clients
Open-access content
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 Radical Review

Tuesday 15th February 2022
Matthew Connell reveals the regulatory challenge advisers face from the FCA’s retail investment review
Open-access content
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 Making the most of membership

Tuesday 15th February 2022
Mark Hutchinson gives members a month-by-month guide to what’s coming up in 2022
Open-access content
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