Professional Adviser

Top Stories

Chancellor Sunak 'likely' to freeze lifetime allowance - reports
Chancellor Sunak 'likely' to freeze lifetime allowance - reports

Rishi Sunak has plans to freeze the lifetime allowance for the rest of the current parliament in a "stealth tax" on the wealthy, according to The Times.

Ascot Lloyd grows war chest to £100m after deal with US investment group
Ascot Lloyd grows war chest to £100m after deal with US investment group
A false dawn or green revolution? Picking apart the UK Government's ten-point plan
A false dawn or green revolution? Picking apart the UK Government's ten-point plan
Colin Simmons: Putting lockdown savings to tax-efficient use
Timeline enters fact find and risk profiling markets

News continued

Regulation

FCA expands exec team with four female appointments
FCA expands exec team with four female appointments
FCA hands £3.4m back to unauthorised investment scheme victims
FCA hands £3.4m back to unauthorised investment scheme victims
FOS partially upholds ongoing advice complaint against TenetConnect
FOS partially upholds ongoing advice complaint against TenetConnect
The big questions advisers should be asking DFMs on ESG
The big questions advisers should be asking DFMs on ESG
Financial vulnerability surges to 27.7m during Covid-19 pandemic - FCA
Financial vulnerability surges to 27.7m during Covid-19 pandemic - FCA

Vulnerability shot up 15% in 2020

Your Profession

Retirement

Colin Simmons: Putting lockdown savings to tax-efficient use
Colin Simmons: Putting lockdown savings to tax-efficient use

Pension boost from lockdown pain

Chancellor Sunak 'likely' to freeze lifetime allowance - reports
Chancellor Sunak 'likely' to freeze lifetime allowance - reports
MP links FSCS levy spike to pensions freedom rapid roll out
MP links FSCS levy spike to pensions freedom rapid roll out
Phoenix buys Standard Life brand
Phoenix buys Standard Life brand
Garrett Harbron: Advice on getting retirement spending in (the right) order
Garrett Harbron: Advice on getting retirement spending in (the right) order

Protection

Investment Influencers

Opinion

Colin Simmons: Putting lockdown savings to tax-efficient use
Colin Simmons: Putting lockdown savings to tax-efficient use
Carl Lamb: Pandemic shines spotlight on protection
Carl Lamb: Pandemic shines spotlight on protection
Kevin Okell: Does the platform market need its own Pickfords?
Kevin Okell: Does the platform market need its own Pickfords?
Darius McDermott: Is Asia ready to lead global markets?
Darius McDermott: Is Asia ready to lead global markets?
Simon Goldthorpe: Increasing client referrals in 2021
Simon Goldthorpe: Increasing client referrals in 2021

How to improve?

Investment

A false dawn or green revolution? Picking apart the UK Government's ten-point plan
A false dawn or green revolution? Picking apart the UK Government's ten-point plan

Jumpstarting funding for clean energy infrastructure

Industry Voice: Getting to grips with green bonds
Industry Voice: Getting to grips with green bonds
It's not as easy as 'no tobacco': Risk-rated ESG multi-asset demand grows
It's not as easy as 'no tobacco': Risk-rated ESG multi-asset demand grows
Investors receive 50% discount after legacy share class shift
Investors receive 50% discount after legacy share class shift
Registrations open for Sustainable Investment Festival - book your place now
Registrations open for Sustainable Investment Festival - book your place now

Tax planning