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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

Neil MacGillivray: Triggering the MPAA and a real-life case study
  • Tax planning
Neil MacGillivray: Triggering the MPAA and a real-life case study

'Three common triggers'

  • 01 Mar
AFH shareholder vote on £225m private equity deal delayed
  • Your profession
AFH shareholder vote on £225m private equity deal delayed
  • 01 Mar
ShareAction report: Asset managers to face more scrutiny on ESG issues
  • Investment
ShareAction report: Asset managers to face more scrutiny on ESG issues
  • 01 Mar
  • Your profession
intelliflo pulls together Invesco's advice tech all under one roof
  • 01 Mar
  • Investment
Former Woodford founders spoke to FCA in 2015 about strategy concerns - reports
  • 01 Mar

News continued

  • Your profession
Succession appoints Wealth Wizards' Peter Coleman as CCO
  • 01 Mar
  • Your profession
Two thirds of adults work with same adviser as their parents - Pru research
  • 01 Mar
  • Your profession
Three things your client may call you about this week ...
  • 01 Mar
  • Retirement
Chancellor Sunak 'likely' to freeze lifetime allowance - reports
  • 26 Feb
  • Your profession
Ascot Lloyd grows war chest to £100m after deal with US investment group
  • 26 Feb
  • 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
  • Your profession
Carl Lamb: Pandemic shines spotlight on protection
  • 25 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

Succession appoints Wealth Wizards' Peter Coleman as CCO
  • Your profession
Succession appoints Wealth Wizards' Peter Coleman as CCO
  • 01 Mar
AFH shareholder vote on £225m private equity deal delayed
  • Your profession
AFH shareholder vote on £225m private equity deal delayed
  • 01 Mar
intelliflo pulls together Invesco's advice tech all under one roof
  • Your profession
intelliflo pulls together Invesco's advice tech all under one roof
  • 01 Mar
Two thirds of adults work with same adviser as their parents - Pru research
  • Your profession
Two thirds of adults work with same adviser as their parents - Pru research
  • 01 Mar
Three things your client may call you about this week ...
  • Your profession
Three things your client may call you about this week ...
  • 01 Mar
Timeline enters fact find and risk profiling markets
  • Your profession
Timeline enters fact find and risk profiling markets
  • 26 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

Neil MacGillivray: Triggering the MPAA and a real-life case study
  • Tax planning
Neil MacGillivray: Triggering the MPAA and a real-life case study
  • 01 Mar
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?

Outlook for Asia

  • 23 Feb

Investment

ShareAction report: Asset managers to face more scrutiny on ESG issues
  • Investment
ShareAction report: Asset managers to face more scrutiny on ESG issues

Responsible investors want more transparency

  • 01 Mar
Former Woodford founders spoke to FCA in 2015 about strategy concerns - reports
  • Investment
Former Woodford founders spoke to FCA in 2015 about strategy concerns - reports
  • 01 Mar
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
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

Tax planning

Neil MacGillivray: Triggering the MPAA and a real-life case study
  • Tax planning
Neil MacGillivray: Triggering the MPAA and a real-life case study
  • 01 Mar
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
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