Personal Finance Professional SPRING 2022

Dewi John examines last year’s investment returns and looks ahead to 2022

Simoney Kyriakou explores how the financial planning profession can identify and engage with the growing numbers of clients in vulnerable circumstances

Liz Booth examines how technology is changing the way advice is delivered

Nick Edwards and John Woolley explain why recent HMRC changes mean advisers should discuss with clients whether their trusts need to be registered

Lindsay Hallford speaks to Kirsty Stone about her journey to becoming a Chartered financial adviser

Niki Patel examines tax year-end planning opportunities

Sam Barrett examines the changing regulatory environment for responsible investing and ramifications for the financial planning profession

Liz Booth explores how mortgage intermediaries can ensure that record levels of remortgaging increases engagement with clients

Matthew Connell reveals the regulatory challenge advisers face from the FCA’s retail investment review

Mark Hutchinson gives members a month-by-month guide to what’s coming up in 2022