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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
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  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
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Professional Adviser

Top Stories

What can Netflix hit Bridgerton teach us about financial planning?
  • Your profession
What can Netflix hit Bridgerton teach us about financial planning?

Contains spoilers

  • 15 Jan
Chris Budd: What to do if you are feeling fed up
  • Your profession
Chris Budd: What to do if you are feeling fed up
  • 15 Jan
Supreme Court 'substantially' rules in favour of business interruption claimants
  • Protection
Supreme Court 'substantially' rules in favour of business interruption claimants
  • 15 Jan
  • Investment
70% of UK financial services professionals 'not confident' their firm conducts ethical finance
  • 15 Jan
  • Investment
Asset managers warn economy will get worse before it gets better
  • 15 Jan

News continued

  • Investment
GDP falls 2.6% in November as UK nears double-dip recession
  • 15 Jan
  • Your profession
Majority of advice professionals want CII return to old certificates - exclusive poll
  • 14 Jan
  • Your profession
Last chance to enter PA Awards 2021
  • 22 Dec
  • Regulation
FCA asks struggling firms: 'How long do you expect to remain in business?'
  • 14 Jan
  • Your profession
A good read: Financial services professionals re-launch book club
  • 14 Jan
  • Companies
Fairstone acquires Berkshire-based financial planner with £60m FUM
  • 14 Jan
  • Your profession
Advisers bullish on sector prospects but waiver on UK economic outlook - survey
  • 14 Jan
  • Companies
Succession Wealth reports operating loss of £3.6m in 2020
  • 14 Jan
  • Income
Adrian Boulding: Go against the pack and consider an annuity
  • 14 Jan

Regulation

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

Fundamental changes needed

  • 08 Jan

Your Profession

What can Netflix hit Bridgerton teach us about financial planning?
  • Your profession
What can Netflix hit Bridgerton teach us about financial planning?
  • 15 Jan
Chris Budd: What to do if you are feeling fed up
  • Your profession
Chris Budd: What to do if you are feeling fed up
  • 15 Jan
Majority of advice professionals want CII return to old certificates - exclusive poll
  • Your profession
Majority of advice professionals want CII return to old certificates - exclusive poll
  • 14 Jan
A good read: Financial services professionals re-launch book club
  • Your profession
A good read: Financial services professionals re-launch book club
  • 14 Jan
Advisers bullish on sector prospects but waiver on UK economic outlook - survey
  • Your profession
Advisers bullish on sector prospects but waiver on UK economic outlook - survey
  • 14 Jan
Fairstone acquires Berkshire-based financial planner with £60m FUM
  • Companies
Fairstone acquires Berkshire-based financial planner with £60m FUM
  • 14 Jan

Retirement

Adrian Boulding: Go against the pack and consider an annuity
  • Income
Adrian Boulding: Go against the pack and consider an annuity

Only one in ten opt for an annuity

  • 14 Jan
Neil MacGillivray: Annual allowance and 'scheme pays' explained
  • Retirement
Neil MacGillivray: Annual allowance and 'scheme pays' explained
  • 13 Jan
DWP bans flat-fee AE charges on pots worth under £100
  • Retirement
DWP bans flat-fee AE charges on pots worth under £100
  • 13 Jan
Pension contributions drop 11% during first lockdown
  • Retirement
Pension contributions drop 11% during first lockdown
  • 13 Jan
Jon Greer: Why advisers must 'sit up and take notice' of investment pathways
  • Retirement
Jon Greer: Why advisers must 'sit up and take notice' of investment pathways
  • 12 Jan

Protection

Supreme Court 'substantially' rules in favour of business interruption claimants
  • Protection
Supreme Court 'substantially' rules in favour of business interruption claimants
  • 15 Jan
Life insurance broker Renew Life to enter into administration
  • Protection
Life insurance broker Renew Life to enter into administration
  • 07 Jan
LV= buyer Bain Capital 'very supportive' of firm's protection plans
  • Pensions
LV= buyer Bain Capital 'very supportive' of firm's protection plans
  • 15 Dec
Tony Müdd: Why SJP acquired Future Proof and the benefits of signposting
  • Protection
Tony Müdd: Why SJP acquired Future Proof and the benefits of signposting
  • 26 Oct
Woman found guilty of sawing off own hand for pay-out
  • Protection
Woman found guilty of sawing off own hand for pay-out
  • 14 Sep
Life insurers paid out £90m during Covid-19 crisis
  • Protection
Life insurers paid out £90m during Covid-19 crisis
  • 14 Aug

Investment Influencers

Meet the Investment Influencers: Liontrust's John Husselbee
Meet the Investment Influencers: Liontrust's John Husselbee
  • Investment
  • 12 Nov
Meet the Investment Influencers: LGIM's Justin Onuekwusi
Meet the Investment Influencers: LGIM's Justin Onuekwusi
  • Investment
  • 29 Oct
Meet the Investment Influencers: Square Mile's Jason Broomer
Meet the Investment Influencers: Square Mile's Jason Broomer
  • Investment
  • 16 Jul

Opinion

Chris Budd: What to do if you are feeling fed up
  • Your profession
Chris Budd: What to do if you are feeling fed up
  • 15 Jan
Adrian Boulding: Go against the pack and consider an annuity
  • Income
Adrian Boulding: Go against the pack and consider an annuity
  • 14 Jan
Neil MacGillivray: Annual allowance and 'scheme pays' explained
  • Retirement
Neil MacGillivray: Annual allowance and 'scheme pays' explained
  • 13 Jan
Jon Greer: Why advisers must 'sit up and take notice' of investment pathways
  • Retirement
Jon Greer: Why advisers must 'sit up and take notice' of investment pathways
  • 12 Jan
Keith Churchouse: Here's to 'adding value for all' in 2021
  • Regulation
Keith Churchouse: Here's to 'adding value for all' in 2021

Red-lettered warning

  • 12 Jan

Investment

70% of UK financial services professionals 'not confident' their firm conducts ethical finance
  • Investment
70% of UK financial services professionals 'not confident' their firm conducts ethical finance

Scepticism towards companies' commitments

  • 15 Jan
Asset managers warn economy will get worse before it gets better
  • Investment
Asset managers warn economy will get worse before it gets better
  • 15 Jan
GDP falls 2.6% in November as UK nears double-dip recession
  • Investment
GDP falls 2.6% in November as UK nears double-dip recession
  • 15 Jan
7IM to scrap VAT from MPS range from February
  • Investment
7IM to scrap VAT from MPS range from February
  • 13 Jan
Market access: All eyes turn to equivalence question as Brexit deal is completed
  • Economics / Markets
Market access: All eyes turn to equivalence question as Brexit deal is completed
  • 12 Jan

Tax planning

Neil MacGillivray: Annual allowance and 'scheme pays' explained
  • Retirement
Neil MacGillivray: Annual allowance and 'scheme pays' explained
  • 13 Jan
Ray Tubman: Using enhanced tech to keep CGT under control
  • Tax planning
Ray Tubman: Using enhanced tech to keep CGT under control
  • 06 Jan
Libby Holding: 'Tis the season for estate planning
  • Tax planning
Libby Holding: 'Tis the season for estate planning
  • 15 Dec
Neil MacGillivray: Business owners beware of potential CGT changes
  • Tax planning
Neil MacGillivray: Business owners beware of potential CGT changes
  • 10 Dec
Covid wealth tax proposals 'unlikely' to progress under Tory government
  • Tax Planning
Covid wealth tax proposals 'unlikely' to progress under Tory government
  • 09 Dec
Three things your client may call you about this week ...
  • Investment
Three things your client may call you about this week ...
  • 07 Dec
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