Professional Adviser

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SJP re-platforming to shut out clients and advisers for 10 days
SJP re-platforming to shut out clients for 10 days

From 8pm Friday 19 October

PA360 North: 'Empty-nesters should look at their own financial plans'
PA360 North: 'Why empty-nesters should revisit financial plans'
Consolidator AFH has granted £2.4m in share options to directors and management
Consolidator AFH grants £2.4m in share options to directors and management
Inheritance
Kim Jarvis: Building a great IHT strategy with a gift and loan trust
Simpler Annual Statement
Pensions minister launches simpler annual statement

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Regulation

Lesley Titcomb
TPR and FCA to review consumer pensions journey in joint strategy
MPs demand FOS reviews case decisions after Dispatches exposé
Rory Percival
PA360 North: PROD non-compliance makes firms 'easy FCA target'
FCA clamps down on sexual misconduct ahead of SM&CR extension
"Being able to complain to the ombudsman service reduces the risk of harm to financial services consumers, both individually and in aggregate" - FCA
FCA proposes to increase FOS limit from £150,000 to £350,000

From 1 April 2019

Your Profession

MEET THE ADVISER CHAMPIONS

Retirement

Simpler Annual Statement
Pensions minister launches simpler annual statement

Developed by industry-wide group

Lesley Titcomb
TPR and FCA to review consumer pensions journey in joint strategy
Henry Cobbe
PA360 North: 'We're all guilty of pushing the same strategies to advisers'
PA360 North: 'Armageddon' in SIPP market if cases go against providers
Inflation
State pension set to rise 2.6% as inflation falls below expectations

Protection

Investment Influencers

Opinion

Inheritance
Kim Jarvis: Building a great IHT strategy with a gift and loan trust
Chris Fleming
Chris Fleming: Three challenges posed by risk-profiling tools
Inflation
State pension set to rise 2.6% as inflation falls below expectations
Graham Bentley
Graham Bentley: Why advisers should use a DFM - or not
Jeremy Podger
Jeremy Podger: Equity markets' spasmodic adjustment

Reacting to higher US rates

Investment

Kames Capital's Steve Kenny
Kames' Kenny exits amid pre-Brexit sales team restructure

Joined in 2002

Martin Flanagan of Invesco
Invesco to buy OppenheimerFunds from MassMutual in $5.7bn deal
Inheritance
Kim Jarvis: Building a great IHT strategy with a gift and loan trust
Chris Fleming
Chris Fleming: Three challenges posed by risk-profiling tools
New regulation responsible for outsourcing boom - Architas' Bampton

Tax planning