Professional Adviser

Top Stories

Chris Budd: How to help clients spend money on financial wellbeing
Chris Budd: How to help clients spend money on financial wellbeing

Experiences not stuff

Tavistock chief: Sale of multi-asset business means 'acquisitions at accelerated rate'
Tavistock chief: Sale of multi-asset business means 'acquisitions at accelerated rate'
Half of platforms have sophisticated client security protocols - NextWealth study
Half of platforms have sophisticated client security protocols - NextWealth study
OMW platform finally rebrands to Quilter
Fidelity International CEO Anne Richards receives damehood

News continued

Regulation

More 'skin in the game'? interactive investor calls for US-style fund disclosure rules
More 'skin in the game'? interactive investor calls for US-style fund disclosure rules
Steven Levin: Now is the time to scrap the 10% rule
Steven Levin: Now is the time to scrap the 10% rule
Legacy Caerus SIPP complaint sees Quilter compensate client
Legacy Caerus SIPP complaint sees Quilter compensate client
Guaranteed returns and 26 complaints: A cold calling campaign that saw £870k in poorly transferred pensions
Guaranteed returns and 26 complaints: A cold calling campaign that saw £870k in poorly transferred pensions
FOS complaints data: SIPP gripes top 3,000 with 56% upheld
FOS complaints data: SIPP gripes top 3,000 with 56% upheld

Complaints data for 2020/21

Your Profession

Retirement

Three things your clients may call you about this week ...
Three things your clients may call you about this week ...

68 pension breaches in 12 months

An attempt to ReAssure advisers: Company to stop denying transaction history requests
An attempt to ReAssure advisers: Company to stop denying transaction history requests
Alex Riley: My dad is a great example for planning (very) long-term
Alex Riley: My dad is a great example for planning (very) long-term
Neil MacLeod: Beat the freeze - IHT planning using trusts
Neil MacLeod: Beat the freeze - IHT planning using trusts
Rebranding the Pru: New colours and a shorter name
Rebranding the Pru: New colours and a shorter name

Protection

Investment Influencers

Opinion

Chris Budd: How to help clients spend money on financial wellbeing
Chris Budd: How to help clients spend money on financial wellbeing
Vince Smith-Hughes: A Sliding Doors case study
Vince Smith-Hughes: A Sliding Doors case study
Emma Nash: Uncovering hidden client assets
Emma Nash: Uncovering hidden client assets
David Mulholland: Understanding vulnerable clients' needs
David Mulholland: Understanding vulnerable clients' needs
Joseph Adunse: Unpicking the Raymond Tooth Supreme Court ruling
Joseph Adunse: Unpicking the Raymond Tooth Supreme Court ruling

A case of the wrong box...

Investment

Fidelity International CEO Anne Richards receives damehood
Fidelity International CEO Anne Richards receives damehood

Muna Yassin of Fair Finance also honoured

'It is a race to the bottom' - reaction to LGIM's 0.06% MPS launch
'It is a race to the bottom' - reaction to LGIM's 0.06% MPS launch
'You need a concept of total return' - Liontrust, Multi-Asset Group of the Year
'You need a concept of total return' - Liontrust, Multi-Asset Group of the Year
UK economy 'will never return to how it was': reaction to latest GDP figures
UK economy 'will never return to how it was': reaction to latest GDP figures
All eyes on Fed's next move as US inflation jumps to 5% in May
All eyes on Fed's next move as US inflation jumps to 5% in May

Tax planning