Professional Adviser

Top stories

Glasses
Three things your clients may call you about this week …

What made financial headlines over the weekend?

Service
Stephen English: Ready, AIM, aspire - to better service
Anthony Rayner
Anthony Rayner: Policymakers have pressed 'pause'
Wealth management assets are approaching £1trn
Compeer: Wealth management assets near £1trn after slow start to 2018
John Husselbee
John Husselbee: How to avoid 'FOMO' investing

News continued

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Regulation

FCA
FCA appoints five to Competition Decisions Committee
FCA
FCA bans mutual society non-exec for conflicts of interest
Union Jack next to a Scottish Saltire
Scottish Budget income tax decision widens pension tax relief gap
FCA
FCA proposals seek to push investment towards patient capital
FCA warns asset management industry is facing cyber risks

Lack of understanding at board level

Your Profession

MEET THE ADVISER CHAMPIONS

Retirement

Pile of coins next to a clock
DB schemes to pay out third of a trillion pounds in next three years

£300bn of liabilities

'Healthy' life expectancy falls for women but improves for men
Papers
Grant Blakey: Watch out for new rules on tax relief reclaims
UK money
Pension transfer totals hit £8.6bn in Q3 - ONS
How a 19-year old passed the IMC
How a 19-year-old passed the Investment Management Certificate

Protection

Investment Influencers

Opinion

Anthony Rayner
Anthony Rayner: Policymakers have pressed 'pause'
Service
Stephen English: Ready, AIM, aspire - to better service
John Husselbee
John Husselbee: How to avoid 'FOMO' investing
Scales
Darius McDermott: Four investment questions to consider for 2019
Papers
Grant Blakey: Watch out for new rules on tax relief reclaims

Contribution refunds

Investment

Wealth management assets are approaching £1trn
Compeer: Wealth management assets near £1trn after slow start to 2018

Slower revenue and profits

Anthony Rayner
Anthony Rayner: Policymakers have pressed 'pause'
Service
Stephen English: Ready, AIM, aspire - to better service
John Husselbee
John Husselbee: How to avoid 'FOMO' investing
Advice firm to reimburse client after 'unsuitable' transfer advice

Tax planning