Professional Adviser

Events
- Upcoming events
  Professional Adviser Working Lunches 2019 - Baillie Gifford & First State Investments
  
  Professional Adviser is delighted to announce the launch of the new Working Lunches in partnership with Baillie Gifford and First State Investments. Travelling across the UK to provide valuable market insights for Senior Financial Advisers.
  
  Date: 03 Apr 2019
  
  Southhampton, Worcester, Durham, Norwich, Liverpool, Exeter, Sheffield, Leicester, Nottingham
  
  Professional Adviser 360 2019
  
  The highly anticipated Professional Adviser 360 conference is taking place on 25th April 2019 at The Brewery in London.
  
  Date: 25 Apr 2019
  
  The Brewery Chiswell Street London EC1Y 4SD, London
  Retirement Planner Forum 2019
  
  Retirement Planner is committed to delivering best practice advise and discussion to our audience of professional retirement advisers and planners. This half day conference includes the opportunity for interaction and debate between delegates and speakers as they share unique insights.
  
  Date: 14 Jun 2019
  
  TBC, London
  
  Retirement Planner Awards 2019
  
  The annual Retirement Planner Awards is taking place on Friday 14th June 2019. The Retirement Planner Awards aim to celebrate excellence in Retirement Planning and Pensions services. Submit your entries by 12th April.
  
  Date: 14 Jun 2019
  
  TBC, London
  View all events
  Follow our events
  
  Sign up to receive email alerts about our events
  Sign up
Whitepapers
- Find whitepapers
  
  Search by title or subject area
  
  View all whitepapers
Sign in
- Personalise your on site experience
  
  Download and use the apps
  
  Access your subscription from outside of the office
  
  Get relevant news and insight straight to your inbox
  
  Sign in
Follow us
- RSS
- Twitter
- LinkedIn
- Newsletters
- YouTube
Register
Industry blogs
EM and Asia spotlight
ESG spotlight

Regulation

The SMCR will apply from 9 December 2019

Regulation

Calls for FCA to take charge on SMCR harassment rules

18 Mar

Retirement

DB transfers face transfer validation challenge after FCA register overhaul

14 Mar

Key points from the 2019 Spring Statement

Markets

Spring Statement 2019: Top 10 takeaways

13 Mar

Regulation

FSCS chief calls for exclusion of unregulated investment products

13 Mar

Climate-related financial risks "are now becoming apparent"

Regulation

Regulators to explore removing 'barriers' to addressing 'unprecedented' climate risk

First meeting of Climate Financial Risk Forum

12 Mar

Your Profession

Regulation

Calls for FCA to take charge on SMCR harassment rules

18 Mar

Ratings, Research & Risk

Adam Higgs: What should you look for in a risk-profiling tool?

18 Mar

Your profession

Three things your clients may call you about this week …

17 Mar

Industry experts say more needs to be done to help people with mental health issues

Your profession

Asset managers on talking about mental health in the workplace

15 Mar

Your profession

Incisive Media acquires The Financial Services Forum

15 Mar

Companies

TIME Investments appoints new head of strategic partnerships

15 Mar

MILLENIAL MONEY

Millennial Money: Use social media to pull in younger clients

Millennial Money: 'If the LISA dies a quick death I'd be OK with that'

Millennial Money: 'Gen X will be the worst-off in retirement'

Millennial Money: Use tech as a 'fee-gap' for younger clients

Millennial Money: 'Anyone not taking on younger clients is closing down'

Retirement

Pensions

DWP gives green light to Royal Mail CDC scheme

Will extend to wider models

18 Mar

Retirement

'Hundreds' of claims stuck with FOS as SIPP battle rumbles on

18 Mar

Investment

Entrepreneurial spirit lifts Vala's EIS offering

18 Mar

Retirement

Pension transfer values end February unchanged from January

15 Mar

Retirement

What could the next 30 years of SIPPs have in store?

14 Mar

Protection

Adviser / Broking

Openwork grows number of female advisers by more than a third

08 Mar

Technology

Ex-Sesame MD sets up B2B protection distribution proposition

07 Mar

Protection

FTRC launches Protection Guru website for advisers

01 Mar

Chief executive of the FCA Andrew Bailey

Regulation

FCA to urge EU authorities to address PRIIPs failings

28 Feb

Insurer

AIG Life pays 99% life claims

20 Feb

IRESS has launched 'buy-now' term assurance option for advisers

Term Assurance

IRESS launches 'buy-now' term assurance option for advisers

18 Feb

Investment Influencers

Adam Higgs: What should you look for in a risk-profiling tool?

18 Mar

Tax Planning

Andrew Aldridge: A helping hand for UK plc

18 Mar

Markets

David Jane: Markets need a story

18 Mar

Investment

The Value Perspective: The case for an 'outside view' on the Gold Cup

15 Mar

Tax Planning

Sam McArthur: Eight reasons EIS investing is less alternative than you think

Supporting smaller UK businesses

15 Mar

Investment

David Barron, chief executive of Miton Group

Companies

Miton inflows double to £1bn as profits jump 34%

UK Multi Cap Income sees success

18 Mar

Ratings, Research & Risk

Adam Higgs: What should you look for in a risk-profiling tool?

18 Mar

Tax Planning

Andrew Aldridge: A helping hand for UK plc

18 Mar

Markets

Brexit Blog: Investment in UK business to see biggest fall in 10 years

18 Mar

Markets

David Jane: Markets need a story

18 Mar

Tax planning

Tax Planning

Andrew Aldridge: A helping hand for UK plc

18 Mar

Tax Planning

Sam McArthur: Eight reasons EIS investing is less alternative than you think

15 Mar

Your profession

Libby Holding: LPAs are not just a later life concern

11 Mar

Tax planning

Stellar launches 'all-inclusive' tax planning tool

07 Mar

Tax Planning

Andrew Aldridge: Why EIS is so vital to the health of the NHS

07 Feb

Tax Planning

Neil MacGillivray: Reanimate the ISA additional permitted subscription

29 Jan