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Personal Finance Society
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Personal Finance Professional

The voice of your profession


You will receive a complimentary copy of our membership magazine, Personal Finance Professional every quarter. You will find everything from regulatory developments to market activity in the UK, through to regional events and news making sure you're kept up to date.

The Summer 2017 issue of Personal Finance Professional is now available in print and online with insight into the key issues affecting the financial planning industry.

This issue includes:

  • Technical Connection: Pension transfers- We examine the key areas that need to be understood and considered
  • Fraud and scams: How to protect your clients against increasingly sophisticated fraudsters
  • The Regulation Thinker: Rory Percival discusses the rise of defined benefit transfers
  • Paraplanner: We talk to Richard Allum, co-founder of the unique Paraplanners Powwow
  • Portfolio stress testing: How advisers can help protect clients' portfolios and seize opportunities to add real value
  • Study room: The Ogden rate- What does an unexpectedly large change to the compensation payments discount rate mean for the financial advice sector?

Pdf icon small  View the full issue »

If you have an editorial query please contact:
Editor - Michelle Worvell on 020 7417 4763 or michelle.worvell@cii.co.uk.

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Members get access to a range of benefits, including quality CPD and discounts on CII exams.