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Personal Finance Professional WINTER 2022

Issue date: December 2022

In this issue...

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 Where is the value?

Friday 2nd December 2022
Dewi John on the battle to find inflation-beating returns in the current environment
Open-access content
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 Death and taxes: Planning ahead

Friday 2nd December 2022
Niki Patel of Technical Connection takes a detailed look at the benefits of wills and IHT planning
Open-access content
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 The return of the PFS Festival of Financial Planning

Friday 2nd December 2022
Molly Burchell shares key takeaways from the hugely successful PFS Festival of Financial Planning
Open-access content
td

 Personal Finance Awards - Investing in the future

Friday 2nd December 2022
Liz Booth speaks to winners of this year’s PFS Personal Finance Awards
Open-access content
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 Transfer window

Friday 2nd December 2022
"The experts at Technical Connection examine pensions and the overseas transfer charge"
Open-access content
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 Brexit strategy

Friday 2nd December 2022
Liz Booth reports on the Financial Services and Markets Bill, which aims to allow the UK to begin setting its own rules for financial services, post-Brexit
Open-access content
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 Stream of talent

Friday 2nd December 2022
Succession planning is vital to the ongoing success of a financial planning firm. Simoney Kyriakou speaks to those shortlisted at this year’s Personal Finance Awards to uncover their strategy
Open-access content
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 Power planning

Friday 2nd December 2022
The PFS POWER Financial Planning Practitioner Panel unveils a new approach for financial planning
Open-access content
RES

 Mortgages - Testing times

Friday 2nd December 2022
Fiona Nicolson reports on the aftermath of the UK government’s September mini-Budget
Open-access content
T

 DofE Bronze Award in personal finance

Friday 2nd December 2022
George Tsounias explains the programme now offered by My Personal Finance Skills to support participants looking to fulfil a skill as part of the Duke of Edinburgh’s Bronze Award
Open-access content
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