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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: 10 Mar 2021
      • ONLINE, ONLINE
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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
      • ONLINE, ONLINE
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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
      • ONLINE, ONLINE
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      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
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  • Trending now
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Professional Adviser

Top Stories

Chancellor Sunak 'likely' to freeze lifetime allowance - reports
  • Retirement
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.

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

News continued

  • Your profession
Carl Lamb: Pandemic shines spotlight on protection
  • 25 Feb
  • Your profession
OMW's Mugridge on final migration: 'No champagne cork popping just yet'
  • 25 Feb
  • Regulation
FCA expands exec team with four female appointments
  • 25 Feb
  • Wrap/platforms
Kevin Okell: Does the platform market need its own Pickfords?
  • 25 Feb
  • Your profession
SJP plans 200 job cuts as pandemic hits pre-tax profits
  • 25 Feb
  • Your profession
Fairstone secures 'major' private equity investment from TA Associates
  • 25 Feb
  • Investment
It's not as easy as 'no tobacco': Risk-rated ESG multi-asset demand grows
  • 24 Feb
  • Your profession
'Covid-19' delays Schroders Personal Wealth's growth plan by two years
  • 24 Feb
  • Your profession
Altus launches vulnerability whitepaper following FCA's latest guidance
  • 24 Feb

Regulation

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

Vulnerability shot up 15% in 2020

  • 11 Feb

Your Profession

Timeline enters fact find and risk profiling markets
  • Your profession
Timeline enters fact find and risk profiling markets
  • 26 Feb
Ascot Lloyd grows war chest to £100m after deal with US investment group
  • Your profession
Ascot Lloyd grows war chest to £100m after deal with US investment group
  • 26 Feb
Carl Lamb: Pandemic shines spotlight on protection
  • Your profession
Carl Lamb: Pandemic shines spotlight on protection
  • 25 Feb
OMW's Mugridge on final migration: 'No champagne cork popping just yet'
  • Your profession
OMW's Mugridge on final migration: 'No champagne cork popping just yet'
  • 25 Feb
SJP plans 200 job cuts as pandemic hits pre-tax profits
  • Your profession
SJP plans 200 job cuts as pandemic hits pre-tax profits
  • 25 Feb
Fairstone secures 'major' private equity investment from TA Associates
  • Your profession
Fairstone secures 'major' private equity investment from TA Associates
  • 25 Feb

Retirement

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

Pension boost from lockdown pain

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

Protection

Carl Lamb: Pandemic shines spotlight on protection
  • Your profession
Carl Lamb: Pandemic shines spotlight on protection
  • 25 Feb
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

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

Colin Simmons: Putting lockdown savings to tax-efficient use
  • Retirement
Colin Simmons: Putting lockdown savings to tax-efficient use
  • 26 Feb
Carl Lamb: Pandemic shines spotlight on protection
  • Your profession
Carl Lamb: Pandemic shines spotlight on protection
  • 25 Feb
Kevin Okell: Does the platform market need its own Pickfords?
  • Wrap/platforms
Kevin Okell: Does the platform market need its own Pickfords?
  • 25 Feb
Darius McDermott: Is Asia ready to lead global markets?
  • Investment
Darius McDermott: Is Asia ready to lead global markets?
  • 23 Feb
Simon Goldthorpe: Increasing client referrals in 2021
  • Smarter Business
Simon Goldthorpe: Increasing client referrals in 2021

How to improve?

  • 22 Feb

Investment

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

Jumpstarting funding for clean energy infrastructure

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

Tax planning

Garrett Harbron: Advice on getting retirement spending in (the right) order
  • Pensions
Garrett Harbron: Advice on getting retirement spending in (the right) order
  • 19 Feb
Trisha Siddique and Helen Barnett: CGT and divorce explained
  • Tax Planning
Trisha Siddique and Helen Barnett: CGT and divorce explained
  • 19 Feb
Mark Devlin: Pension contributions and relevant income explained
  • Pensions
Mark Devlin: Pension contributions and relevant income explained
  • 11 Feb
Claire Trott: Extracting company profits with maximum efficiency
  • Tax Planning
Claire Trott: Extracting company profits with maximum efficiency
  • 11 Feb
Neil MacGillivray: Assessing the tapered annual allowance before tax year end
  • Tax planning
Neil MacGillivray: Assessing the tapered annual allowance before tax year end
  • 08 Feb
Don't look VAT in anger: Is the MPS trend here to stay?
  • Tax planning
Don't look VAT in anger: Is the MPS trend here to stay?
  • 04 Feb
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