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Screenshot 2023-02-17 at 09.54.58.png

Personal Finance Professional SPRING 2023

Issue date: February 2023

In this issue...

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Rethinking retirement

Friday 17th February 2023
The cost-of-living crisis and politics are playing havoc with many people’s retirement plans, as Liz Booth reports
Open-access content
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Economic outlook - how can advisers help?

Friday 17th February 2023
As 2023 begins where last year left off, with widespread strikes, high energy costs, bad weather and a cost-of-living crisis, Liz Booth looks for signs of recovery
Open-access content
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Rebuilding the mortgage market

Friday 17th February 2023
Aamina Zafar reports on a market still recovering from the disastrous mini-Budget and rising interest rates
Open-access content
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"Scams - Spot the warning signs "

Friday 17th February 2023
Alison Steed reports on the red flags advisers and their clients should look for as financial scams continue to rise
Open-access content
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Teaching tax

Friday 17th February 2023
As new research shows significant numbers of UK adults do not understand the tax they pay, Liz Booth uncovers a huge opportunity for financial planners to engage with their clients on tax literacy
Open-access content
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PFS graduation - Leading the way

Friday 17th February 2023
As the PFS graduation ceremony returned at the end of last year, Luke Holloway met a pair of professionals recognised for their achievements
Open-access content
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Autumn Statement: Key changes

Friday 17th February 2023
Niki Patel highlights key changes and tax planning opportunities for clients following the Autumn Statement
Open-access content
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PFS Publishes Consumer duty good practice guide for financial advisers

Friday 17th February 2023
In support of the Financial Conduct Authority’s (FCA) flagship regulatory reform, the Consumer Duty, the PFS has created a good practice guide for personal finance firms.
Open-access content
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PFS responds to future disclosure framework discussion

Friday 17th February 2023
The Financial Conduct Authority (FCA) has published its Discussion Paper on a Future Disclosure Framework.
Open-access content
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PFS hosts first graduation ceremony since 2019

Friday 17th February 2023
The PFS once again welcomed members to a graduation ceremony for those qualifying as Chartered financial planners, Associates or Fellows of the PFS in the period 1 July 2019 to 30 June 2022.
Open-access content

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