Professional Adviser

Top Stories

CII 'too vague' with AF8 coursework feedback, say advisers
CII 'too vague' with AF8 coursework feedback, say advisers

Advisers disappointed

HL faces calls to repay fees on WEIF-invested multi-manager funds - reports
HL faces calls to repay fees on WEIF-invested multi-manager funds - reports
One week until PA's 2020 Multi-Asset Roadshow
One week until PA's 2020 Multi-Asset Roadshow
Lindsell Train UK Equity given green light on liquidity by interactive investor
Leeds-based adviser firm enters liquidation following pension transfer permission loss

News continued

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Regulation

Ombudsman rejects complaints against British Steel trustees
Ombudsman rejects complaints against British Steel trustees
PI Insurance hikes spark exodus from DB transfer advice
PI Insurance hikes spark exodus from DB transfer advice
FCA admits not holding central record of fund suspensions - reports
FCA admits not holding central record of fund suspensions - reports
Close Asset Management to compensate client for unwanted ongoing advice
Close Asset Management to compensate client for unwanted ongoing advice
Rising SIPP claims push FSCS levy to £635m
Rising SIPP claims push FSCS levy to £635m

SIPP claims up 114% year on year

Your Profession

Retirement

Treasury plans to tackle NHS pension taper woes widely criticised
Treasury plans to tackle NHS pension taper woes widely criticised

Wider reform desperately needed

Rising SIPP claims push FSCS levy to £635m
Rising SIPP claims push FSCS levy to £635m
Defaqto adds pension switching to end-to-end financial planning tool
Defaqto adds pension switching to end-to-end financial planning tool
Dominic Chappell ordered to pay £9.5m into BHS pension schemes
Dominic Chappell ordered to pay £9.5m into BHS pension schemes
December concludes turbulent year for DB transfer values
December concludes turbulent year for DB transfer values

Protection

Investment Influencers

Opinion

Targeting younger clients: Meet the adviser hoovering up 'HENRYs'
Targeting younger clients: Meet the adviser hoovering up 'HENRYs'
Tom Ellis: Let's hope the platform market winds are changing
Tom Ellis: Let's hope the platform market winds are changing
Paraplanning insight: Richard Allum's steps to successful outsourcing
Paraplanning insight: Richard Allum's steps to successful outsourcing
Laura Suter: The most unpopular part of the investment market is...
Laura Suter: The most unpopular part of the investment market is...
Carl Lamb: Pressurised advisers need regulatory clarity in 2020
Carl Lamb: Pressurised advisers need regulatory clarity in 2020

'Advice is timely'

Investment

Lindsell Train UK Equity given green light on liquidity by interactive investor
Lindsell Train UK Equity given green light on liquidity by interactive investor

Lindsell Train UK Equity will stay on Super 60 list

HL faces calls to repay fees on WEIF-invested multi-manager funds - reports
HL faces calls to repay fees on WEIF-invested multi-manager funds - reports
FCA raised concerns with ACDs twice before Woodford collapse
FCA raised concerns with ACDs twice before Woodford collapse
BlackRock embraces sustainability as 'new standard' for investing
BlackRock embraces sustainability as 'new standard' for investing
UCIS land banking victims to share £2.5m
UCIS land banking victims to share £2.5m

Tax planning