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Personal Finance Professional SUMMER 2022

Issue date: June 2022

In this issue...

TRJX

President's opinion - driving diversity

Monday 13th June 2022
Sarah Lord examines the lack of diversity in the profession and what is being done to change it
Open-access content
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Q&A - Summer 2022

Monday 13th June 2022
Q&A - Summer 2022
Open-access content
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Technical Q&A Summer 2022

Monday 13th June 2022
Key answers on pilot trusts and salary sacrifice
Open-access content
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Roadshows return

Monday 13th June 2022
Caroline Stuart is a Chartered financial planner at Sparrow Paraplanning
Open-access content
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The power of learning

Monday 13th June 2022
Carrie Bendall highlights how PFS Power webinars can help give your non-technical CPD a boost
Open-access content
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Gift ideas

Monday 13th June 2022
Technical Connection explains how using Gift Aid can mean a tax saving for clients
Open-access content
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Remote control

Monday 13th June 2022
Ian Simons provides some top tips for candidates taking remotely invigilated exams
Open-access content
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Mark of professionalism

Monday 13th June 2022
Rebecca Aston and Hayley Brown reveal why customers are more likely than ever to ‘Choose Chartered’
Open-access content
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Getting a grip on green

Monday 13th June 2022
As various bodies seek to establish a common taxonomy for ESG investing, Dewi John examines the tensions between the different approaches
Open-access content
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Powering professionalism

Monday 13th June 2022
Ian Simons explains how the Professional Map and Future Me are aimed at helping financial planning professionals develop the skills and knowledge to thrive in their careers
Open-access content
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