Business tips

        Keeping secrets: Data protection legislation explained

        Professional Adviser | 27 Feb 2015 | 10:39

        A forthcoming EU directive will push client data security even higher up the agenda for advice businesses, writes Linda Todd

        Data protection artwork

        Armchair Critic: Nine safe bets (and a few unsafe) from pensions 'freedom'

        We're only a few weeks away from 6 April and the introduction of most of the pension 'freedoms' announced at Budget 2014. As Brendan Llewellyn writes, there are plenty of 'safe bets' as a result of the changes, but a handful of ambiguities too...

        Professional Adviser | 26 Feb 2015 | 10:37

        Second-hand SIPPs: How to switch provider

        Switching SIPP providers can be a tricky prospect for advisers. Here Jeff Steedman outlines the process and shares his market insights...

        Professional Adviser | 25 Feb 2015 | 16:04

    Other Business tips articles


      Getting it right: What to include in a compliant client file (part two)

      In the second of a two-part series examining what comprises a compliant client file, Alex Miller delves into the necessarily-granular world or suitability reporting...

      Professional Adviser | 25 Feb 2015 | 11:58

      CII to launch new retirement exam unit

      The Chartered Insurance Institute (CII) is to launch a new voluntary exam for advisers wanting to prove their competence around the new pension rules.

      Professional Adviser | 20 Feb 2015 | 13:20

      Armchair Critic: What I expect from my adviser

      Brendan Llewellyn sets his benchmarks for financial advisers...

      Professional Adviser | 18 Feb 2015 | 17:22

      Getting it right: What to include in a compliant client file (part 1)

      In the first of a two part series, Alexander Miller outlines what a good client file should contain

      Professional Adviser | 10 Feb 2015 | 15:56

      Death of a sales aid: How advisers interact with the clients of today

      As the word ‘sales’ has been forcibly removed from advisers’ vocabularies, so the use of traditional sales aids has fallen by the wayside. So, Carmen Reichman asks, how are advisers communicating with the clients of today?

      Professional Adviser | 30 Jan 2015 | 11:00

      Blog: Now is the time to get back office systems up to speed

      Pensions freedom sounds like a boon for financial planners but giving advice has never been more risky, writes Brett Williams

      Professional Adviser | 29 Jan 2015 | 12:14

      Everything advisers need to know about Pension Wise

      Richard Nuttall assesses the impact of the government’s pension guidance project, Pension Wise

      Professional Adviser | 23 Jan 2015 | 11:54

      Financial planning ambassador rues 'abuse' of advice terms

      The head of the organisation charged with promoting and setting standards for financial planning around the world believes it is possible to communicate its value to a UK public already sceptical about broader financial services.

      Professional Adviser | 19 Jan 2015 | 11:34

      Armchair Critic: The centuries-old theory that helps us do the right thing

      Working in financial advice presents a range of ethical challenges, but applying one theory formulated in the 18th century will always keep you on the side of the client...

      Professional Adviser | 16 Jan 2015 | 10:45

      Holistic approach: How RDR has changed adviser training

      Adviser training and education is a fast changing world post-RDR, writes Nick French

      Professional Adviser | 16 Jan 2015 | 08:36

      Armchair Critic: The problem with vertical integration

      There may be advantages to vertical integration, but the downsides are too closely entwined with the client, writes Professional Adviser's Armchair Critic...

      Professional Adviser | 14 Jan 2015 | 12:20

      Taking control: How to set a successful pricing model

      In the third and final article in PA's 'empowering your business' series, Andy Coleman considers how to create a successful pricing model...

      Professional Adviser | 12 Jan 2015 | 14:32

      Know your audience: How to get client marketing right

      Embracing new methods of communication should be on the agenda of all advisory businesses, but don’t get too carried away writes Richard Ardron...

      Professional Adviser | 07 Jan 2015 | 12:49

      Banker's Umbrella: Why you need to talk to journalists

      In the second of a new column for Professional Adviser, the quasi-mysterious Banker's Umbrella explains how (good) content is king, and why that is important for every adviser out there....

      Professional Adviser | 22 Dec 2014 | 10:08

      Why better for clients is better for business

      Clients don’t actually care that much about pensions or ISAs or any other product on the market, writes Lawrence Cook

      Professional Adviser | 17 Dec 2014 | 12:13

      So you think you need a paraplanner? Read this first...

      If you think your business could benefit from a paraplanner's services, here are five things you should consider...

      Professional Adviser | 17 Dec 2014 | 10:21
      No more snowflakes why enterprise application design needs to change in the age of cloud

      Advisers brace for income cold snap

      The festive period is predictably slow for advised business, but research suggests the drop in income can be significant.

      Professional Adviser | 12 Dec 2014 | 10:08


    Should non-advised retirees cashing in their pension pots be given a 30 day cooling-off period?