Professional Adviser

Top Stories

Amyr Rocha-Lima on the psychology of retirement part 1: The six stages of retirement
Amyr Rocha-Lima on the psychology of retirement part 1: The six stages of retirement

'Mentally prepare clients'

Dynamic Planner launches new coronavirus content hub
Dynamic Planner launches new coronavirus content hub
Apricity Compliance offers new users 90-day free trial amid pandemic
Apricity Compliance offers new users 90-day free trial amid pandemic
FCA delays pension transfer specialist qualification rules to October 2021
Zoom condemns hackers after adviser's porn incident; Tips to keep calls secure

News continued

Highlight2

Open for registrations

Join us at the 2020 Multi-Asset Roadshow
111119pawomeninfinancialadviceawardsmontybar 1099 320

Nominate now

The deadline for nominations is 4 December 2019
111119pa360montybar 1099 320

Join us on 21 April 2020

Providing you with a 360-degree view of financial advice!
Paworking

Secure your place today!

A series of Multi-Asset 'Meet the Managers' lunches near you

Regulation

FCA delays pension transfer specialist qualification rules to October 2021
FCA delays pension transfer specialist qualification rules to October 2021
FCA relaxing 10% depreciation rule: The view from the platform's side
FCA relaxing 10% depreciation rule: The view from the platform's side
FSCS appoints Deloitte to assist with claims handling services in £19m tie-up
FSCS appoints Deloitte to assist with claims handling services in £19m tie-up
Keith Churchouse: Two weeks of stark contrast… but some things rarely change
Keith Churchouse: Two weeks of stark contrast… but some things rarely change
SJP complaints figures dwarf other large advice firms
SJP complaints figures dwarf other large advice firms

Under 30 complaints for advice firms

Your Profession

Retirement

Amyr Rocha-Lima on the psychology of retirement part 1: The six stages of retirement
Amyr Rocha-Lima on the psychology of retirement part 1: The six stages of retirement

'Mentally prepare clients'

FCA cites pension freedoms as a driver of consumer harm
FCA cites pension freedoms as a driver of consumer harm
Coronavirus-driven capacity crunch to leave DB members flailing
Coronavirus-driven capacity crunch to leave DB members flailing
FSCS opens £158m floodgates to hundreds of Berkeley Burke claims
FSCS opens £158m floodgates to hundreds of Berkeley Burke claims
Revealed: More than 1,000 firms varied pension transfer permissions in 2018 and 2019
Revealed: More than 1,000 firms varied pension transfer permissions in 2018 and 2019

Protection

Investment Influencers

Opinion

Amyr Rocha-Lima on the psychology of retirement part 1: The six stages of retirement
Amyr Rocha-Lima on the psychology of retirement part 1: The six stages of retirement
Chris Jones: The unseen risks are the ones that get you
Chris Jones: The unseen risks are the ones that get you
John Husselbee: Differentiating between luck and skill
John Husselbee: Differentiating between luck and skill
FCA relaxing 10% depreciation rule: The view from the platform's side
FCA relaxing 10% depreciation rule: The view from the platform's side
Simon Goldthorpe: Five fundamentals to make your social media strategy more effective
Simon Goldthorpe: Five fundamentals to make your social media strategy more effective

Engage with followers

Investment

Chris Jones: The unseen risks are the ones that get you
Chris Jones: The unseen risks are the ones that get you

Risk-profiling

Barnett ousted from PLY: Justified or a 'Doctor Doom' moment?
Barnett ousted from PLY: Justified or a 'Doctor Doom' moment?
Invesco and Barnett relieved of Perpetual Income and Growth management duties
Invesco and Barnett relieved of Perpetual Income and Growth management duties
John Husselbee: Differentiating between luck and skill
John Husselbee: Differentiating between luck and skill
Multi-asset versus simple passive portfolios: Could this bear market be the catalyst for change?
Multi-asset versus simple passive portfolios: Could this bear market be the catalyst for change?

Tax planning