Professional Adviser

Top Stories

What can Netflix hit Bridgerton teach us about financial planning?
What can Netflix hit Bridgerton teach us about financial planning?

Contains spoilers

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

News continued

Regulation

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

Fundamental changes needed

Your Profession

Retirement

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

Only one in ten opt for an annuity

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

Protection

Investment Influencers

Opinion

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

Red-lettered warning

Investment

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

Scepticism towards companies' commitments

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

Tax planning