Professional Adviser

Top Stories

Adviser receives online abuse and death threats after launching anti-crypto petition
Adviser receives online abuse and death threats after launching anti-crypto petition

Fake reviews also posted

Openwork shakes up executive team
Openwork shakes up executive team
Pension transfer values end volatile year 8% up; scam 'red flags' at record high
Pension transfer values end volatile year 8% up; scam 'red flags' at record high
Value investing is dead: Peter Hargreaves' stark prediction for 2021
What is the FCA's new DB advice assessment tool 'DBAAT'?

News continued

Regulation

FCA asks struggling firms: 'How long do you expect to remain in business?'
FCA asks struggling firms: 'How long do you expect to remain in business?'
Quilter launches clone scam reporting tool
Quilter launches clone scam reporting tool
Keith Churchouse: Here's to 'adding value for all' in 2021
Keith Churchouse: Here's to 'adding value for all' in 2021
Market access: All eyes turn to equivalence question as Brexit deal is completed
Market access: All eyes turn to equivalence question as Brexit deal is completed
Watch: Interview with PIMFA's Simon Harrington on regulatory fees and lobbying for change
Watch: Interview with PIMFA's Simon Harrington on regulatory fees and lobbying for change

Fundamental changes needed

Your Profession

Retirement

Pension transfer values end volatile year 8% up; scam 'red flags' at record high
Pension transfer values end volatile year 8% up; scam 'red flags' at record high

‘Substantial volatility’

FCA action sees 130 firms quit DB transfer advice in 2020
FCA action sees 130 firms quit DB transfer advice in 2020
Partner Insight: Five new retirement journeys ahead
Partner Insight: Five new retirement journeys ahead
Adrian Boulding: Go against the pack and consider an annuity
Adrian Boulding: Go against the pack and consider an annuity
Neil MacGillivray: Annual allowance and 'scheme pays' explained
Neil MacGillivray: Annual allowance and 'scheme pays' explained

Protection

Investment Influencers

Opinion

Tim Sargisson: Surviving Groundhog Day and being a 'safe pair of hands' for clients
Tim Sargisson: Surviving Groundhog Day and being a 'safe pair of hands' for clients
Fred Mahon: The maths of standing still
Fred Mahon: The maths of standing still
Chris Budd: What to do if you are feeling fed up
Chris Budd: What to do if you are feeling fed up
Adrian Boulding: Go against the pack and consider an annuity
Adrian Boulding: Go against the pack and consider an annuity
Neil MacGillivray: Annual allowance and 'scheme pays' explained
Neil MacGillivray: Annual allowance and 'scheme pays' explained

Scheme pays or not scheme pays?

Investment

Value investing is dead: Peter Hargreaves' stark prediction for 2021
Value investing is dead: Peter Hargreaves' stark prediction for 2021

'Old economy' will not return to previous highs

Fred Mahon: The maths of standing still
Fred Mahon: The maths of standing still
Unloved targeted absolute return sector suffers £12bn outflows in 2020
Unloved targeted absolute return sector suffers £12bn outflows in 2020
PA parent Incisive Media launches Sustainable Investment Festival
PA parent Incisive Media launches Sustainable Investment Festival
Baroness Helena Morrissey among senior industry allies to launch racial equality campaign
Baroness Helena Morrissey among senior industry allies to launch racial equality campaign

Tax planning