My Basket0
Hero

Powering professional standards

Supporting your wellbeing

Latest articles

Backstage with Keith Richards – 6 May 2021

The saying that time stands still for no one is certainly true and looking ahead the opportunities for profession and the Personal Finance Society are positive for those who want to grasp them.

Awareness Days (January to March) – Everything you need to know

In this week’s everything you need to know, Protection Guru shares the awareness day insights aiming to help advisers feel more comfortable and confident discussing protection insurance policies with their clients.  

Addressing the income needs of different demographics – everything you need to know

This week we take a look at the ways to talk about income protection to different client demographics.

The key trust and estate issues from 2020 - Part II

Last month we considered two aspects of important issues from 2020: the new rules on will execution; and the extension to the Trust Registration Service (TRS). This month we will look at the introduction, or the expansion, of online processes for powers of attorney and the electronic execution of documents, including trusts.