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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
      • Live Online, Live Online
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Tom Ellis

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Articles by Tom Ellis

Spring Budget 2021: Live blog for financial advisers
  • Investment
Spring Budget 2021: Live blog for financial advisers

Instant updates

  • 03 March 2021
Connaught fund operator censured by FCA and enters liquidation
  • Regulation
Connaught fund operator censured by FCA and enters liquidation

Inadequate due diligence

  • 02 March 2021
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 February 2021
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

Made 12 acquisitions in 2020

  • 26 February 2021
Phoenix buys Standard Life brand
  • Investment
Phoenix buys Standard Life brand

Developments on 2018 deal

  • 23 February 2021
Voting is now closed for the PA Personality of the Year 2021
  • Your profession
Voting is now closed for the PA Personality of the Year 2021

Shortlist of seven

  • 22 February 2021
AFH sets date for shareholder vote on £225m private equity deal
  • Your profession
AFH sets date for shareholder vote on £225m private equity deal

General meeting on 1 March

  • 10 February 2021
Private equity-owned James Hay buys rival Nucleus for £145m
  • Wrap/platforms
Private equity-owned James Hay buys rival Nucleus for £145m

Nucleus will eventually re-platform

  • 09 February 2021
CII adds diversity requirement to Aspire apprenticeship scheme
  • Your profession
CII adds diversity requirement to Aspire apprenticeship scheme

Firms who want to sign up to the Chartered Insurance Institute's Aspire apprenticeship programme will now have to meet a diversity and inclusion requirement.

  • 08 February 2021
2020 platform sales saved by fourth quarter rally
  • Wrap/platforms
2020 platform sales saved by fourth quarter rally

Platform market assets under administration grew by 7.6% in the last quarter of 2020 to turn it into a relatively successful year for the sector, according to the latest data from Fundscape.

  • 05 February 2021
12 reforms to fix the advice market: PIMFA calls on govt and regulator for changes
  • Your profession
12 reforms to fix the advice market: PIMFA calls on govt and regulator for changes

Wants regulators, govt, industry to work together

  • 01 February 2021
Schroders Personal Wealth regional boss joins Perspective network
  • Your profession
Schroders Personal Wealth regional boss joins Perspective network

Spent 30 years at Lloyds

  • 29 January 2021
Vintage Wealth Management acquires Beaufort firm Corfe WM
  • Your profession
Vintage Wealth Management acquires Beaufort firm Corfe WM

Surrey-based firm

  • 27 January 2021
PFS encourages advisers to sign up to new financial vulnerability charter
  • Your profession
PFS encourages advisers to sign up to new financial vulnerability charter

Nine core pledges

  • 18 January 2021
Transatlantic consolidator launches adviser training scheme
  • Your profession
Transatlantic consolidator launches adviser training scheme

Two-year programme

  • 18 January 2021
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

Gone digital

  • 14 January 2021
Dentons acquires Brown Shipley's pension business and professional trustee company
  • Pensions
Dentons acquires Brown Shipley's pension business and professional trustee company

Undisclosed fee

  • 11 January 2021
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 January 2021
Transact has no intention of making another offer to buy Nucleus
  • Wrap/platforms
Transact has no intention of making another offer to buy Nucleus

Made an offer last year

  • 05 January 2021
LV= panel initially rejected Bain Capital deal in favour of Royal London bid
  • Pensions
LV= panel initially rejected Bain Capital deal in favour of Royal London bid

Execs sought further reassurances

  • 04 January 2021
Quilter CEO Feeney to chair FCA Practitioner Panel
  • Regulation
Quilter CEO Feeney to chair FCA Practitioner Panel

From 1 January

  • 30 December 2020
Fairstone adds eight advisers in latest deal
  • Your profession
Fairstone adds eight advisers in latest deal

South West-based firm

  • 22 December 2020
7IM launches multi-asset fund range with 0.22% AMC
  • Investment
7IM launches multi-asset fund range with 0.22% AMC

Three funds

  • 15 December 2020
Advisers back UK equity funds in 2020 - AJ Bell platform data
  • Investment
Advisers back UK equity funds in 2020 - AJ Bell platform data

Six in top 10 UK equity-focused

  • 14 December 2020
Nucleus completes OpenWealth deal
  • Wrap/platforms
Nucleus completes OpenWealth deal

'Reduce operational friction'

  • 11 December 2020
FAMR evaluation: FCA boasts improvements in access to advice
  • Regulation
FAMR evaluation: FCA boasts improvements in access to advice

Number of advised clients up 33%

  • 03 December 2020
Curtis Banks hikes SIPP charges for 'better balance between fee income and interest income'
  • Pensions
Curtis Banks hikes SIPP charges for 'better balance between fee income and interest income'

'Better balance between fee and interest income'

  • 30 November 2020
FCA pilots digital sandbox to help identify vulnerable customers
  • Regulation
FCA pilots digital sandbox to help identify vulnerable customers

Eighth sandbox

  • 23 November 2020
Former Skandia CEO Peter Mann chairs new IFA consolidator Radiant Financial Group
  • Your profession
Former Skandia CEO Peter Mann chairs new IFA consolidator Radiant Financial Group

20 advisers and £800m AUM

  • 09 November 2020
Curtis Banks completes £25m acquisition of Talbot and Muir
  • Retirement
Curtis Banks completes £25m acquisition of Talbot and Muir

'Clear vision for the group'

  • 02 November 2020
SL Aberdeen's advice arm 1825 unveils new leadership team
  • Your profession
SL Aberdeen's advice arm 1825 unveils new leadership team

Standard Life Aberdeen's financial advice business 1825 has made changes to its leadership team that will see joint-leaders take charge of its financial planning and advice teams.

  • 29 October 2020
Equity release rebounds in Q3 after lockdown slump
  • Retirement
Equity release rebounds in Q3 after lockdown slump

The amount of equity withdrawn from homes has rebounded after a slump during the coronavirus lockdown but remains slightly down year-on-year.

  • 29 October 2020
Jackie Lockie to leave role as head of financial planning at CISI
  • Your profession
Jackie Lockie to leave role as head of financial planning at CISI

Replacement yet to be found

  • 22 October 2020
NextGen Planners sign up Chris Rushworth as cricket ambassador
  • Your profession
NextGen Planners sign up Chris Rushworth as cricket ambassador

Taken more than 500 first class wickets

  • 20 October 2020
'ESG integration important to viability of advice businesses' - NextWealth research paper
  • Your profession
'ESG integration important to viability of advice businesses' - NextWealth research paper

Adviser research

  • 14 October 2020
Nucleus offers advisers option to set ad hoc fees on platform
  • Wrap/platforms
Nucleus offers advisers option to set ad hoc fees on platform

One-time process

  • 13 October 2020
Schroders UK Platform Awards 2020 to go virtual
  • Wrap/platforms
Schroders UK Platform Awards 2020 to go virtual

On 15 December

  • 09 October 2020
PIMFA survey highlights soaring FSCS fees and adviser distrust in scheme
  • Regulation
PIMFA survey highlights soaring FSCS fees and adviser distrust in scheme

Levies up more than 100% in five years

  • 05 October 2020
Quilter's OMW platform delays second migration to November 26
  • Wrap/platforms
Quilter's OMW platform delays second migration to November 26

2,000 advice firms to shift platform

  • 05 October 2020
LV= in exclusive talks with private equity firm Bain Capital over sale
  • Retirement
LV= in exclusive talks with private equity firm Bain Capital over sale

Reportedly valued at £500m+

  • 02 October 2020
Pull the other one, Mr Regulator, a risk-based FSCS levy is too good to be true
  • Your profession
Pull the other one, Mr Regulator, a risk-based FSCS levy is too good to be true

Advisers need to respond to FCA

  • 15 September 2020
Financial advice improves emotional wellbeing - Royal London research
  • Your profession
Financial advice improves emotional wellbeing - Royal London research

Professional financial advice delivers much more than financial benefits, according to Royal London, which has released research suggesting those who take advice feel more confident and financially resilient.

  • 14 September 2020
SimplyBiz partners with specialist to support acquisition service
  • Your profession
SimplyBiz partners with specialist to support acquisition service

'Received interest from 100 firms'

  • 03 August 2020
Schroders UK Platform Awards postponed
  • Wrap/platforms
Schroders UK Platform Awards postponed

'Until absolutely safe'

  • 03 August 2020
IHT receipts fall for first time in 10 years
  • Tax planning
IHT receipts fall for first time in 10 years

Residence Nil Rate Band

  • 30 July 2020
Perception of advisers needs to change to close advice gap - OpenMoney report
  • Your profession
Perception of advisers needs to change to close advice gap - OpenMoney report

'Expensive' and 'untrustworthy'

  • 30 July 2020
FCA sets out fresh best practice guidance for vulnerable customers
  • Regulation
FCA sets out fresh best practice guidance for vulnerable customers

‘Ensure vulnerability is taken seriously’

  • 29 July 2020
Majority of advisers would continue a form of remote advice in 'new normal'
  • Your profession
Majority of advisers would continue a form of remote advice in 'new normal'

Almost 90% of advisers would continue to provide some form of remote advice as an option to clients as the country progresses out of lockdown, according to a survey of Quilter’s advice business.

  • 28 July 2020
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