Quick links:

PERSONAL FINANCE PROFESSIONAL

LLL

 Power planning

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

 Supporting clients

Friday 2nd December 2022
Aamina Zafar examines why one annual review is good enough for most clients, even in the current climate
Advice process
Open-access content
ojo

 Sterling effort

Friday 2nd December 2022
With the pound plummeting, what does it mean for clients approaching or in retirement? Alison Steed finds out
Investments
Open-access content
yug

 Do your duty

Friday 2nd December 2022
Callum Delhoy explains how to demonstrate your client-centric approach and meet the FCA’s Consumer Duty requirements
Regulation
Open-access content
tc

 President's opinion - rising to the challenge

Friday 2nd December 2022
Caroline Stuart outlines the goals for her  PFS presidency
Advice process
Open-access content
web_p10_whats-on-the-radar_shutterstock_1957902862.png

 Regulation update - Winter 2022

Friday 2nd December 2022
Dr Matthew Connell offers a regulatory update including a look towards the Autumn Statement and guidance from the FCA
Regulation
Open-access content
web_financial-planning_CREDIT-Pekic_iStock-1162855475.png

 The Autumn Statement – Key changes

Thursday 1st December 2022
John Woolley outlines key changes concerning financial advice from the Autumn Budget
Pensions
Investments
Tax planning
Mortgages
Advice process
Open-access content
ygu

 Escaping the mortgage prison

Friday 7th October 2022
As the cost-of-living crisis bites, Fiona Nicolson looks at how advisers can support clients who are unable to switch to a cheaper mortgage
Mortgages
Open-access content
web_p10_reg-radar_iStock-915461962.png

 Regulatory radar - Autumn 2022

Friday 7th October 2022
Matthew Connell discusses a new government and a possible change in apporach to regulations
Regulation
Open-access content
Subscribe

More from PERSONAL FINANCE PROFESSIONAL...

Pensions

Investments

Tax planning

Mortgages

Insurance

Technology

Regulation

Advice process