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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: 24 Feb 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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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-24 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
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  • Trending now
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Claire Tyrrell

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Articles by Claire Tyrrell

Wayne Tucker discusses his experiences as a black financial adviser
  • Your profession
Wayne Tucker discusses his experiences as a black financial adviser

Stumbling blocks

  • 18 August 2020
Return of the office: What's changing for some advice firms?
  • Your profession
Return of the office: What's changing for some advice firms?

No ‘one-size-fits-all’

  • 28 July 2020
Square Mile director goes the extra 21 miles in charity swim and other good news of the week
  • Your profession
Square Mile director goes the extra 21 miles in charity swim and other good news of the week

£10,000 raised

  • 23 July 2020
Advisers want e-learning module on green finance - PFS
  • Your profession
Advisers want e-learning module on green finance - PFS

Avoiding greenwashing

  • 22 July 2020
CII to monitor impact of firms' diversity policies
  • Your profession
CII to monitor impact of firms' diversity policies

From 2021

  • 21 July 2020
'There's no point trying to fit in the men's club': Aspiring adviser's message to young women
  • Your profession
'There's no point trying to fit in the men's club': Aspiring adviser's message to young women

‘Old boy’s club’

  • 20 July 2020
Do as I say, not as I do: What have advisers done with their own portfolios in the crisis?
  • Your profession
Do as I say, not as I do: What have advisers done with their own portfolios in the crisis?

Differing views

  • 17 July 2020
CISI supports police fight against financial crime and other good news of the week
  • Your profession
CISI supports police fight against financial crime and other good news of the week

Free online sessions

  • 16 July 2020
IFA's latest frustrating brush with Unbiased
  • Your profession
IFA's latest frustrating brush with Unbiased

'Junk enquiries'

  • 14 July 2020
Beating the odds: Adviser launches firm in two countries amid pandemic
  • Your profession
Beating the odds: Adviser launches firm in two countries amid pandemic

Charlton House Wealth Management

  • 10 July 2020
Award-winning IFA launches Worcester advice firm
  • Your profession
Award-winning IFA launches Worcester advice firm

Woman of the year – investment advice

  • 10 July 2020
Portuguese-based firm to appeal FOS decision for UK client SIPP transfer advice
  • Your profession
Portuguese-based firm to appeal FOS decision for UK client SIPP transfer advice

Unregulated investments

  • 06 July 2020
From meticulous number-crunching to gruesome murders: Financial advice in TV and film
  • Your profession
From meticulous number-crunching to gruesome murders: Financial advice in TV and film

Pop culture representation

  • 02 July 2020
IFA gives out free financial planning tips and other good news from the week
  • Your profession
IFA gives out free financial planning tips and other good news from the week

Twitter series

  • 02 July 2020
Quilter Financial Planning appoints new chair
  • Your profession
Quilter Financial Planning appoints new chair

Follows Gregor Stewart’s retirement

  • 01 July 2020
Schroders Personal Wealth appoints new CEO
  • Your profession
Schroders Personal Wealth appoints new CEO

Replaces Peter Hetherington

  • 01 July 2020
Adviser use of DFMs set to increase by 20% - Nucleus
  • Your profession
Adviser use of DFMs set to increase by 20% - Nucleus

Survey of 180 advisers

  • 29 June 2020
Chase de Vere tight-lipped about new IFA reward scheme amid record profits
  • Your profession
Chase de Vere tight-lipped about new IFA reward scheme amid record profits

Profit up £2.46m

  • 26 June 2020
OpenMoney offers free financial advice for struggling Britons and other good news
  • Your profession
OpenMoney offers free financial advice for struggling Britons and other good news

Employee benefits platform

  • 25 June 2020
Working remotely with clients cited biggest Covid-19 challenge for advisers
  • Your profession
Working remotely with clients cited biggest Covid-19 challenge for advisers

Advisers’ biggest lockdown challenges

  • 24 June 2020
Openwork grows to 4,000 advisers despite pandemic
  • Your profession
Openwork grows to 4,000 advisers despite pandemic

69 join academy

  • 23 June 2020
Ascot Lloyd snaps up six more advice firms in 2020
  • Your profession
Ascot Lloyd snaps up six more advice firms in 2020

Adds £1.2bn FUM

  • 22 June 2020
'Perfect storm' leads to surge in advisers joining networks
  • Your profession
'Perfect storm' leads to surge in advisers joining networks

Regulatory pressures

  • 19 June 2020
IFA raises profile of rare condition and other good news this week
  • Your profession
IFA raises profile of rare condition and other good news this week

Ectodermal Dysplasia awareness month

  • 18 June 2020
A Glasgow advice firm's take on the impacts of Covid-19 and post-lockdown plans
  • Your profession
A Glasgow advice firm's take on the impacts of Covid-19 and post-lockdown plans

Stricter than England

  • 17 June 2020
'Lack of support' drives advisers to leave firms - Quilter
  • Your profession
'Lack of support' drives advisers to leave firms - Quilter

Lack of support

  • 16 June 2020
'You'll have a dickie fit': Client warned adviser about investments amid 'unsuitable' platform switch
  • Your profession
'You'll have a dickie fit': Client warned adviser about investments amid 'unsuitable' platform switch

FOS decision

  • 15 June 2020
'No stealing pens' among post-lockdown office changes: Two firms discuss return plans
  • Your profession
'No stealing pens' among post-lockdown office changes: Two firms discuss return plans

The new normal

  • 12 June 2020
Scottish advice firm donates to local food delivery effort and other good news of the week…
  • Your profession
Scottish advice firm donates to local food delivery effort and other good news of the week…

Deliveries to vulnerable people

  • 11 June 2020
Carey Pensions ombudsman ruling contradicts High Court judgment
  • Your profession
Carey Pensions ombudsman ruling contradicts High Court judgment

Decision one month before Court judgment

  • 10 June 2020
Model Office launches compliance diary system
  • Your profession
Model Office launches compliance diary system

Draws on expert advice

  • 10 June 2020
FCA Covid-19 survey branded 'a waste of time' by advisers
  • Your profession
FCA Covid-19 survey branded 'a waste of time' by advisers

'Adding pressure'

  • 09 June 2020
'Trust and identification is key with vulnerable clients' - Age UK
  • Your profession
'Trust and identification is key with vulnerable clients' - Age UK

Crisis exacerbates vulnerabilities

  • 08 June 2020
FCA contingent charging ban dubbed 'draconian'
  • Your profession
FCA contingent charging ban dubbed 'draconian'

Reducing amount of financial advice

  • 05 June 2020
Advice firm saves cricket club from folding during lockdown and other good news stories of the week…
  • Your profession
Advice firm saves cricket club from folding during lockdown and other good news stories of the week…

Supporting local business

  • 04 June 2020
Furloughing staff 'the hardest thing I've ever done': Veteran adviser discusses his four-decade career
  • Your profession
Furloughing staff 'the hardest thing I've ever done': Veteran adviser discusses his four-decade career

Lockdown impacts

  • 04 June 2020
Stephen Gazard named head of advice at Quilter Financial Planning
  • Your profession
Stephen Gazard named head of advice at Quilter Financial Planning

Andy Thompson departure

  • 03 June 2020
Yorkshire advice firm helps town get back on its feet amid pandemic
  • Your profession
Yorkshire advice firm helps town get back on its feet amid pandemic

Return to business packs

  • 02 June 2020
FCA bans handful of firms using unauthorised celebrity endorsements
  • Your profession
FCA bans handful of firms using unauthorised celebrity endorsements

UK investors lost hundreds of thousands of pounds

  • 01 June 2020
Two IFAs join Glasgow firm McCrea: 'The company has its moral compass set right'
  • Your profession
Two IFAs join Glasgow firm McCrea: 'The company has its moral compass set right'

Lifts advisers to seven

  • 01 June 2020
'Retirement income advice is the biggest problem in the adviser market' - Rory Percival
  • Your profession
'Retirement income advice is the biggest problem in the adviser market' - Rory Percival

As important as DB transfers

  • 29 May 2020
Adviser prepares home-cooked meals for client ill with coronavirus and other good news stories of the week…
  • Your profession
Adviser prepares home-cooked meals for client ill with coronavirus and other good news stories of the week…

Easing burden

  • 28 May 2020
'Lack of pathways' for aspiring advisers amplified by pandemic
  • Your profession
'Lack of pathways' for aspiring advisers amplified by pandemic

Switching firms

  • 27 May 2020
Bravura-owned FinoComp releases 'game changing' portfolio evaluation tool for platforms
  • Your profession
Bravura-owned FinoComp releases 'game changing' portfolio evaluation tool for platforms

Enhances portfolio valuations

  • 26 May 2020
Savers underestimate how much money they need to retire by £100,000 - Foster Denovo
  • Your profession
Savers underestimate how much money they need to retire by £100,000 - Foster Denovo

Highlights ongoing ‘pensions crisis’

  • 22 May 2020
Advisers could be 'locking in losses' for their clients during pandemic, platform data suggests
  • Investment General
Advisers could be 'locking in losses' for their clients during pandemic, platform data suggests

'Questions value of advice'

  • 21 May 2020
From percentage-based fees to fixed charging: Why one young adviser liked the switch
  • Your profession
From percentage-based fees to fixed charging: Why one young adviser liked the switch

‘More transparent’

  • 20 May 2020
Fairstone in 'strong position' to continue acquisitions during pandemic as it snaps up another IFA
  • Your profession
Fairstone in 'strong position' to continue acquisitions during pandemic as it snaps up another IFA

Adds £140m AUM

  • 20 May 2020
123
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