Blog: ‘Put simply drawdown is not the right solution for everyone’

        Professional Adviser | 01 Oct 2014 | 10:32

        George Osborne’s latest pensions taxation policy equates to ‘a mighty big shove into drawdown’, writes Rachel Vahey…


        Self-sufficient? Why adviser DFMs still need a helping hand

        News that Westbury Asset Management is planning to become a discretionary fund manager (DFM) reignited the debate about the pros and cons of using such a service and the growing pressures on advisers, writes Lawrence Cook.

        Professional Adviser | 18 Sep 2014 | 15:13

        'A set of geriatric gums': Ex-APFA council member Alan Lakey on 15 years of struggle

        After years shouting from the sidelines, industry veteran Alan Lakey tried to shake up the Association of Professional Financial Advisers (APFA) from the inside. On the body's 15 year anniversary, he details his struggle...

        Professional Adviser | 18 Sep 2014 | 10:34

    Other Opinion articles

      neil liversidge

      'Wise up': APFA council member Neil Liversidge on why APFA matters

      Unpopular APFA may be, but uninfluential it is not, writes Neil Liversidge...

      Professional Adviser | 18 Sep 2014 | 10:32

      Mark Polson: Why I'm voting no

      Mark Polson may very well suit up for a truly independent Scotland, but, he writes, true independence isn't quite what Scots are being offered...

      Professional Adviser | 17 Sep 2014 | 10:19

      Here we go again… What did we learn from the third SIPP thematic review?

      Again? Really? Andy Leggett looks at the findings of the third FCA thematic review of the SIPP business…

      Professional Adviser | 16 Sep 2014 | 10:59

      A suitable portfolio is...

      So, what does a suitable portfolio recommendation look like? Paul Resnik explains...

      Professional Adviser | 15 Sep 2014 | 11:00

      The five steps to 'common sense' suitable advice

      There's a difference between what the regulator expects when advisers assess suitability for a client, and what common sense demands, writes Paul Resnik...

      Professional Adviser | 15 Sep 2014 | 09:47

      Armchair Critic: How to network (properly)

      Our Armchair Critic Brendan Llewellyn suggests nothing - not even the rise of social media - can top the time-honoured ways of networking...

      Professional Adviser | 05 Sep 2014 | 12:27

      Investment Committee Insider: Three top portfolio mistakes

      Unfortunately, argues Abraham Okusanya, the three areas where advisers tend to falter running investment portfolios are the same areas where they can demonstrably add value...

      Professional Adviser | 03 Sep 2014 | 12:13
      buysell buttons

      Seven golden rules to buying an IFA practice

      Acquisition may be a fast track to business growth, but it can also be the highway to ruin. Following consultant Harrison Spence's seven easy steps could save you a lot of money and anguish.

      Professional Adviser | 03 Sep 2014 | 10:44

      Facing RDR: One adviser's story coaxing clients to fees

      Adviser Kim Barrett has contacted more than 440 commission-paying clients to discuss moving to the firm's fee-based wealth service. What do you imagine the sign-up rate has been?

      Professional Adviser | 02 Sep 2014 | 11:12

      Guest editor Lee Robertson: From clumsy beginnings...

      Lee Robertson, guest editor for Professional Adviser this week, looks back on a quarter of a century in financial services...

      Professional Adviser | 01 Sep 2014 | 11:29

      Money and writing news: What I've learnt in four days

      Professional Adviser asked Ryan Butcher, a 16-year-old on work experience and with dreams of working in journalism, to share his thoughts from a week (a Bank Holiday 'week', admittedly) on the PA reporting team...

      Professional Adviser | 29 Aug 2014 | 15:36

      Armchair Critic: I want an IFA who knows whose money it is

      If our Armchair Critic Brendan Llewellyn were in the market for a financial adviser, what would he look for and how would he go about finding it?

      Professional Adviser | 28 Aug 2014 | 12:01

      To defer or not to defer; the state pension dilemma

      As more individuals choose to work beyond the state pension age, Andy James weighs up the options for those approaching retirement.

      Professional Adviser | 26 Aug 2014 | 12:35

      Mark Polson: The hell with strategy and 'big picture' - find what matters

      You might think listening to tousle-haired 'strategists' will bring you success, but, writes Mark Polson, sometimes you simply have to find the little things...

      Professional Adviser | 21 Aug 2014 | 10:27

      Blog: Why DB transfers always warrant independent advice

      From April next year DB transfers will be subject to mandatory financial advice. But David Trenner thinks trustees should insist on it immediately.

      Professional Adviser | 20 Aug 2014 | 14:44

      Beware Tony Tyre Kicker: The buyers to avoid when selling your business

      Selling your business can be a daunting process and there are plenty of obstacles that can trip you up on the way. Stephen Hagues explains which buyers to give a wide berth...

      Professional Adviser | 20 Aug 2014 | 10:33

      Armchair Critic: Why we need to rethink what 'retirement' means

      Most of our ideas about retirement need to be… retired, writes Brendan Llewellyn.

      Professional Adviser | 18 Aug 2014 | 10:11



    Is the abolition of the 55% pensions death tax a further nail in the coffin of the annuity market?