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Advice process

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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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Retirement - best laid plans

Monday 13th June 2022
"Liz Booth examines whether reduced life expectancy figures post-pandemic are affecting how people plan their finances"
Open-access content
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Taxing times

Monday 13th June 2022
Liz Booth explores ways to reduce tax bills as the cost of living soars
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What it takes to become a Chartered financial adviser

Wednesday 8th December 2021
Meet Lindsay Hallford and Kirsty Stone, both financial advisers at national Chartered financial planning firm The Private Office
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Opinion - Turbulent times

Thursday 2nd December 2021
Matthew Connell examines the effect of the recent Budget on the advice market and wider economy
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Personal Finance Awards - Winning ways

Thursday 2nd December 2021
Liz Booth meets two winners of this year’s Personal Finance Awards who believe that responding to the challenges which the financial planning profession is facing head on will ensure better overall outcomes for clients
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Finding financial freedom

Thursday 2nd December 2021
Emma Ann Hughes reports on the key takeaways from the  latest PFS virtual conference
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Shaping the Future Together

Thursday 2nd December 2021
"As a professional body, we know we can only provide our members with the support and services they want if we truly understand their needs. That is why the Shaping the future together consultation is  so important"
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Women's wealth

Thursday 2nd December 2021
Aamina Zafar examines ways to connect with the largely untapped women’s advice market
Open-access content
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The return of face-to-face events

Thursday 2nd December 2021
Bobbi Sills highlights five key takeaways from the PFS Retirement & Investment Specialist Regional Roadshows
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