Professional Adviser

Events
- Upcoming events
  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 Apr 2019
  
  Southhampton, Worcester, Durham, Norwich, Liverpool, Exeter, Sheffield, Leicester, Nottingham
  
  Professional Adviser 360 2019
  
  The highly anticipated Professional Adviser 360 conference is taking place on 25th April 2019 at The Brewery in London.
  
  Date: 25 Apr 2019
  
  The Brewery Chiswell Street London EC1Y 4SD, London
  Retirement Planner Forum 2019
  
  Retirement Planner is committed to delivering best practice advise and discussion to our audience of professional retirement advisers and planners. This half day conference includes the opportunity for interaction and debate between delegates and speakers as they share unique insights.
  
  Date: 14 Jun 2019
  
  TBC, London
  
  Retirement Planner Awards 2019
  
  The annual Retirement Planner Awards is taking place on Friday 14th June 2019. The Retirement Planner Awards aim to celebrate excellence in Retirement Planning and Pensions services. Submit your entries by 12th April.
  
  Date: 14 Jun 2019
  
  TBC, London
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Industry blogs
ESG spotlight

Regulation

Regulation

FCA eyes greater investor access to international funds post-Brexit

21 Mar

Regulation

Bruce Davidson: Solo-regulated firms should beware SM&CR 'blind spot'

20 Mar

Your profession

FSCS: £300m in recoveries reduces industry levy burden

20 Mar

Your profession

Tim Sargisson: Life of PI

19 Mar

The FCA also found failings in aspects of UBS's change management processes

Regulation

FCA fines UBS £28m for reporting failures

Relates to 136 million transaction reports

19 Mar

Your Profession

Your profession

PA's Good News Bulletin: A weekly dose of positivity for advisers

21 Mar

Your profession

FSCS has shelled out £125m in Harlequin compensation

21 Mar

Your profession

Millennial Money: Copy gym fee model for millennial advice

21 Mar

Your profession

FSCS: £300m in recoveries reduces industry levy burden

20 Mar

Companies

SimplyBiz acquires Defaqto for £74m

20 Mar

Your profession

Tim Sargisson: Life of PI

19 Mar

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

Retirement

DB transfers have 'passed their peak'

£92bn transferred since 2015

21 Mar

Retirement

Stephen Lowe: Five years on, how is pension freedom working out?

21 Mar

Retirement

Laura Suter: How has investor behaviour changed since pension freedom?

20 Mar

Retirement

Curtis Banks 'proactively exploring' possible acquisitions

20 Mar

Pensions

Advice firm to compensate for 'high-risk' store pods investment advice

19 Mar

Protection

Adviser / Broking

Openwork grows number of female advisers by more than a third

08 Mar

Technology

Ex-Sesame MD sets up B2B protection distribution proposition

07 Mar

Protection

FTRC launches Protection Guru website for advisers

01 Mar

Chief executive of the FCA Andrew Bailey

Regulation

FCA to urge EU authorities to address PRIIPs failings

28 Feb

Insurer

AIG Life pays 99% life claims

20 Feb

IRESS has launched 'buy-now' term assurance option for advisers

Term Assurance

IRESS launches 'buy-now' term assurance option for advisers

18 Feb

Investment Influencers

Brendan McCurdy: Three tips on planning for a market pullback

22 Mar

Ratings, Research & Risk

Greg Davies: The case for anxiety-adjusted returns

21 Mar

Retirement

Stephen Lowe: Five years on, how is pension freedom working out?

21 Mar

Regulation

Bruce Davidson: Solo-regulated firms should beware SM&CR 'blind spot'

20 Mar

Retirement

Laura Suter: How has investor behaviour changed since pension freedom?

Four years on

20 Mar

Investment

Brexit Blog: EU leaders agree Brexit delay

Brendan McCurdy: Three tips on planning for a market pullback

22 Mar

Ratings, Research & Risk

Greg Davies: The case for anxiety-adjusted returns

21 Mar

David Esfandi, CEO of Canaccord Genuity Wealth Management

Companies

Canaccord Genuity buys Thomas Miller WM in £28m deal

21 Mar

Companies

RLAM sees record inflows of £4.1bn in 'turbulent' 2018

21 Mar

Tax planning

Tax Planning

Andrew Aldridge: A helping hand for UK plc

18 Mar

Tax Planning

Sam McArthur: Eight reasons EIS investing is less alternative than you think

15 Mar

Your profession

Libby Holding: LPAs are not just a later life concern

11 Mar

Tax planning

Stellar launches 'all-inclusive' tax planning tool

07 Mar

Tax Planning

Andrew Aldridge: Why EIS is so vital to the health of the NHS

07 Feb

Tax Planning

Neil MacGillivray: Reanimate the ISA additional permitted subscription

29 Jan