This webinar will alert you to changes in laws, regulations and best practice that you need to know about, and will provide a concise overview of what is happening in each featured field.
Personal Financial Planning Regulation
Resources relating to Personal Financial Planning regulation.
Welcome to your PFP Community Newsletter
With nearly 10,000 members the PFP Community has rapidly grown to become the largest of ICAEW’s 24 Connected Communities.
Buy to Let is dead! Long live Buy to Let!
All categories of residential landlords have been affected by the impact of recent tax changes, lending restrictions and tighter lending regulations.
LPAs – Do you really need one?
Making an LPA means that you are giving someone else authority to make decisions for you in relation to your finances or your future health and care. So, why should you do this?
Adviser Support from Prudential
The Prudential’s adviser website offers update on technical issues, numerous articles, anda number of recorded webinars.
Are you financially compatible?
Fidelity’s Emma-Lou Montgomery provides some useful tips on how couples can handle their finances harmoniously.
Brexit: Retiring to France
Jason Porter writes about what to look out for those planning to retire to France in a shifing regulatory context.
The guide explains how the FCA regulates financial & investment advisers, including an explanation of the differences between Independent and Restricted financial advice firms.
The Government's plan is to build a stronger, more prosperous economy, building on the recent Spring Statement and last year’s Budget. Prudential’s Technical Managers have analysed the Budget and summarised what it means for you.
This handy guide explains what regulatory authorisations are required to advise clients on different aspect of their personal finances with details on and how the ICAEW Designated Body Scheme (DPB) can be used.