Professional Adviser

Events
- Upcoming events
  Investment Marketing and Innovation Conference 2019
  
  The Investment Marketing and Innovation Conference returns on the 21st June 2019. Join us to hear about all the latest marketing trends.
  
  Date: 21 Jun 2019
  
  Marriott Grosvenor Square Grosvenor Square, Mayfair, London W1K 6JP, London
  
  Trailblazer Awards 2019
  
  Investment Week’s Trailblazer Awards has been launched to identify the next generation of investment professionals that will make a difference to the industry we work in. The awards recognise fund selectors that have gone above and beyond their job remit.
  
  Date: 27 Jun 2019
  
  London
  Fund Manager of the Year Awards 2019
  
  The 2019 Fund Manager of the Year returns on Thursday 27th June 2019, Grosvenor House Hotel, London. Save the date.
  
  Date: 27 Jun 2019
  
  Grosvenor House Hotel 86-90 Park Lane Mayfair London W1K 7TN, London
  
  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 Jul 2019
  
  Southhampton, Worcester, Durham, Norwich, Liverpool, Exeter, Sheffield, Leicester, Nottingham
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Industry blogs
ESG spotlight
Multi-Asset Review

Regulation

Regulation

FCA grilled platforms on asset freezes in March before Woodford saga

17 Jun

Regulation

FSCS declares Lifetime SIPP in default

14 Jun

Legal experts argued investors could challenge the application, timing, validity and operation of Neil Woodford's fund suspension

Regulation

Regulatory questions to be asked as Woodford investors' capital value could 'plummet'

14 Jun

Regulation

Four advice firms named in default in May

13 Jun

Regulation

SimplyBiz bolsters SM&CR support ahead of December deadline

Workshops starting 25 June

11 Jun

Your Profession

Technology

Mark Loosmore: Are you being served (efficiently)?

17 Jun

Your profession

Advisers lose 43 days a year by not 'embracing' IT - Wealth Wizards

17 Jun

Your profession

Revealed: The judges for PA's inaugural New Talent Awards

17 Jun

Your profession

Three things your clients may call you about this week …

16 Jun

Pensions

SIPP provider due diligence 'more important than ever' - Dentons Pensions

14 Jun

Your profession

Fresh perspective: Approaching financial advice with no preconceptions

14 Jun

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

Investment

Environment Agency fund joins global push for environmental impact disclosure

Represents £8trn in assets

17 Jun

Retirement

'Partial transfers are not always right for a client' - Andrew Tully

17 Jun

Retirement

Pension transfer values soar during May

13 Jun

Retirement

GPC SIPP enters administration after fighting Harlequin claims

12 Jun

Retirement

TPR launches pilot to boost single-employer DC trust oversight

11 Jun

Protection

Long Term Care

Stephen Lowe: Taking care to plan for a better future

11 Jun

Bupa rolls out full mental health cover to individual market

07 Jun

Individual Protection

Which? plans closure of mortgage and protection advice business

31 May

Life Office

Aviva set for shake-up of UK business - reports

28 May

Individual Protection

Mutuals paid out on more than 94% of income protection claims in 2018

22 May

Protection

Protection Watch: Kevin Carr's verdicts on recent developments

21 May

Investment Influencers

David Coombs: Marking a decade in multi-asset investing

17 Jun

Technology

Mark Loosmore: Are you being served (efficiently)?

17 Jun

Multi-Asset

Trevor Greetham: Volatile markets and how to survive them

17 Jun

Multi-Asset

John Husselbee: Rather a buyer than a seller be?

14 Jun

Lawrence Cook of Thesis Asset Management

DFM & Model Portfolios

Lawrence Cook: How optimal is your clients' retirement strategy?

Decumulation risks

14 Jun

Investment

Multi-Asset

PGIM looks to multi-asset funds for UK growth plans

Targeting intermediary market

17 Jun

Investment

Environment Agency fund joins global push for environmental impact disclosure

17 Jun

Multi-Asset

David Coombs: Marking a decade in multi-asset investing

17 Jun

Markets

Brexit Blog: UK business investment set for biggest fall in 10 years

17 Jun

Neil Woodford of Woodford Investment Management

Companies

Link Fund Solutions criticised for role in Woodford suspension - reports

17 Jun

Tax planning

Tax planning

John Humphreys: Placing trust in trustees

10 Jun

Tax planning

Neil MacGillivray: Shifting through the gears of gifting

03 Jun

Tax Planning

Jack Rose: Banging the drum for tax-efficiency

21 May

Tax Planning

Setting a benchmark for inheritance tax portfolios

20 May

Tax Planning

More families will be caught in IHT net as receipts increase - Time

10 May

Tax Planning

John Humphreys: At times of uncertainty, go back to basics

09 Apr