The Personal Finance Society is to focus on the challenges posed by intergenerational wealth transfer as it plans a return to a full programme of face-to-face events in 2022.

Sarah Lord, President of the Personal Finance Society, has urged PFS and CII members to make their voices heard as a major consultation with members nears a close.

Chartered Insurance Institute chair Helen Phillips has urged members to take part in one of the professional body’s biggest consultation initiatives in its history.

The Chartered Insurance Institute has warned its members to be wary of linking their social media accounts to their professional status.