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Advice process

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Power up - the new PFS Power panel

Thursday 2nd December 2021
Megan Miller introduces a refreshed PFS Power panel
Open-access content
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President's opinion - The power of advice

Thursday 2nd December 2021
PFS president Sarah Lord looks back at a tumultuous year and highlights the need to showcase the benefits of financial advice
Open-access content
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Q&A - Winter 2021

Friday 26th November 2021
The CII Financial Assess training package tests your knowledge of key financial topics
Open-access content
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President's opinion - Serving up technology

Monday 27th September 2021
PFS president Sarah Lord on how introducing technology can benefit the client journey
Open-access content
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Shaping the Future Together

Monday 27th September 2021
How the CII wants to engage with you to ensure everything we do empowers you as a professional
Open-access content
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Opinion - Engaging with the profession

Monday 27th September 2021
As the PFS prepares for a return to face-to-face events, Matthew Connell reveals what the Society is currently working on, as well as an update on the FCA
Open-access content
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President's opinion - Evolving client needs

Monday 7th June 2021
PFS president Sarah Lord examines what the advice profession can learn from technology and consumer-facing brands
Open-access content
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Q&A - Summer 2021

Monday 7th June 2021
The CII Financial Assess training package tests your knowledge of key
Open-access content
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Rebuilding trust post-Woodford

Monday 7th June 2021
Simon Read asks: what does the ongoing Woodford fund fallout mean for investment advice
Open-access content
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You are what you tweet

Monday 7th June 2021
Simoney Kyriakou explains the importance of keeping your social media within the regulator’s guidelines
Open-access content

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