• Home
  • Investment
    • Multi-asset
    • DFM & Model portfolios
    • Platforms
    • Ratings, Research & Risk
    • Tax-efficient investing
    • Markets
    • Companies
  • Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  • Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
  • Events
  • Whitepapers
  • Industry blogs
  • Newsletters
  • Multi-Asset Review
  • ESG
  • Sign in
  •  
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
     
    •  

      Personalise your on site experience

      Download and use the apps

      Access your subscription from outside of the office

      Get relevant news and insight straight to your inbox

      Sign in
     
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Events
    • Upcoming events
      event logo
      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
      event logo
      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
      event logo
      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
      event logo
      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
      View all events
      Follow our events

      Sign up to receive email alerts about our events

      Sign up

  • Whitepapers
    • Find whitepapers
      Search by title or subject area
      View all whitepapers
  • Industry blogs
  • Multi-Asset Review
  • ESG
Professional Adviser
Professional Adviser
  • Home
  • Investment
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 
 
  •  

    Personalise your on site experience

    Download and use the apps

    Access your subscription from outside of the office

    Get relevant news and insight straight to your inbox

    Sign in
 
  • Trending now
  • Sunak freezes LTA
  • Preparing for ESG changes
  • SJP plans 200 job cuts

Jenna Brown

Jenna is an award-winning journalist with more than twelve years' pensions and financial services experience. She is deputy editor of Professional Adviser and editor of Retirement Planner.

Follow Jenna Brown

  • Article feed

Articles by Jenna Brown

Aviva full year profits rise; exits Italian market
  • Companies
Aviva full year profits rise; exits Italian market

Will pay down debt

  • 04 March 2021
LTA freeze: Rishi Sunak sends 'wrong message' to pension savers
  • Pensions
LTA freeze: Rishi Sunak sends 'wrong message' to pension savers

'Under the radar revenue raiser'

  • 03 March 2021
Spring Budget 2021: Chancellor hikes corporation tax to 25% from 2023
  • Tax Planning
Spring Budget 2021: Chancellor hikes corporation tax to 25% from 2023

From 19%

  • 03 March 2021
Spring Budget 2021: Sunak freezes lifetime allowance
  • Pensions
Spring Budget 2021: Sunak freezes lifetime allowance

Spring Budget 2021

  • 03 March 2021
Rewatch webinar: Growth vs value debate 'too simplistic' as pandemic lingers
  • Investment
Rewatch webinar: Growth vs value debate 'too simplistic' as pandemic lingers

PA working lunches series

  • 02 March 2021
FCA expands exec team with four female appointments
  • Regulation
FCA expands exec team with four female appointments

Restructure at regulator

  • 25 February 2021
Fairstone secures 'major' private equity investment from TA Associates
  • Your profession
Fairstone secures 'major' private equity investment from TA Associates

Alongside current backer Synova

  • 25 February 2021
Equilibrium's Gaynor Rigby to exit this summer
  • Companies
Equilibrium's Gaynor Rigby to exit this summer

Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.

  • 24 February 2021
Richard Denning named Ascentric chief executive
  • Wrap/platforms
Richard Denning named Ascentric chief executive

M&G bought Ascentric in 2020

  • 24 February 2021
Consolidator Kingswood completes WFI purchase with £3.5m payment
  • Companies
Consolidator Kingswood completes WFI purchase with £3.5m payment

Deal struck in 2019

  • 24 February 2021
Clifton Wealth Partnership adds Hunt Financial Planning as AR
  • Your profession
Clifton Wealth Partnership adds Hunt Financial Planning as AR

Specialises in large estates

  • 16 February 2021
RSMR removes VAT from managed portfolio service
  • Managed solutions
RSMR removes VAT from managed portfolio service

Industry trend

  • 15 February 2021
National IFA Progeny adds conveyancing expertise with Watsons Law acquisition
  • Companies
National IFA Progeny adds conveyancing expertise with Watsons Law acquisition

Conveyancing, land and property law

  • 15 February 2021
Minimum pension age to hit 57 under government plans
  • Pensions
Minimum pension age to hit 57 under government plans

Up from 55

  • 11 February 2021
Pension scam 'red flags' dip after 2020 record high - XPS
  • Pensions
Pension scam 'red flags' dip after 2020 record high - XPS

Scam warnings

  • 11 February 2021
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 February 2021
IFAs report 76% PII premium hikes as consumers struggle to access DB transfer advice
  • Your profession
IFAs report 76% PII premium hikes as consumers struggle to access DB transfer advice

‘Profound impact on market’

  • 10 February 2021
FCA starts High Court action over DB transfer advice failings
  • Pensions
FCA starts High Court action over DB transfer advice failings

Against Paul Steel and Jacqueline Foster

  • 09 February 2021
Exclusive: Aviva overhauls declining advice proposition
  • Companies
Exclusive: Aviva overhauls declining advice proposition

Will offer simplified advice

  • 04 February 2021
Dynamic Planner links with MSCI for ESG analysis
  • Investment
Dynamic Planner links with MSCI for ESG analysis

'Direction of travel is clear'

  • 03 February 2021
Mattioli Woods acquires planning business Montagu for £2.3m
  • Companies
Mattioli Woods acquires planning business Montagu for £2.3m

AUA worth £80m

  • 03 February 2021
Chartered trio launch Manchester-based financial planning firm
  • Companies
Chartered trio launch Manchester-based financial planning firm

Three Chartered financial planners have joined forces to launch a new independent business called Sylvan Financial Management.

  • 02 February 2021
Single-day pension transfers rise but average completion time dips - Origo
  • Pensions
Single-day pension transfers rise but average completion time dips - Origo

Average transfer takes 11.9 days

  • 28 January 2021
It's official: Advice is better than guidance, says Guy Opperman
  • Your profession
It's official: Advice is better than guidance, says Guy Opperman

From the horse's mouth

  • 27 January 2021
Pensions minister tells Google: 'Change your ways' on scam advertising
  • Your profession
Pensions minister tells Google: 'Change your ways' on scam advertising

‘Utterly unacceptable'

  • 27 January 2021
Investors lose £78m as lockdown sees 'clone fraud' surge
  • Your profession
Investors lose £78m as lockdown sees 'clone fraud' surge

Spike during first lockdown

  • 27 January 2021
SOLLA and Just Group update adviser vulnerability training
  • Retirement
SOLLA and Just Group update adviser vulnerability training

Covid-19 and cognitive decline

  • 26 January 2021
Daniel Baade: The rise of debt financing in IFA M&A
  • Your profession
Daniel Baade: The rise of debt financing in IFA M&A

There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...

  • 22 January 2021
Regulator set to cap 'excessive' CMC fees
  • Regulation
Regulator set to cap 'excessive' CMC fees

Maximum 30% of redress

  • 21 January 2021
The Art of Finance to host exam revision workshops
  • Your profession
The Art of Finance to host exam revision workshops

Two-day remote learning sessions

  • 21 January 2021
Nucleus takes institutional approach with low-cost MPS launch
  • Wrap/platforms
Nucleus takes institutional approach with low-cost MPS launch

'Better value for money'

  • 21 January 2021
AJ Bell platform AUA top £55bn in last quarter
  • Wrap/platforms
AJ Bell platform AUA top £55bn in last quarter

Inflows increased 67% in the quarter

  • 21 January 2021
Pension Schemes Bill nears finish line with House of Lords approval
  • Pensions
Pension Schemes Bill nears finish line with House of Lords approval

Royal assent soon

  • 19 January 2021
Openwork shakes up executive team
  • Companies
Openwork shakes up executive team

Creation of chief commercial officer role

  • 19 January 2021
Pension transfer values end volatile year 8% up; scam 'red flags' at record high
  • Retirement
Pension transfer values end volatile year 8% up; scam 'red flags' at record high

‘Substantial volatility’

  • 19 January 2021
FCA asks struggling firms: 'How long do you expect to remain in business?'
  • Regulation
FCA asks struggling firms: 'How long do you expect to remain in business?'

Third Covid-19 resilience survey sent to advisers

  • 14 January 2021
Advisers bullish on sector prospects but waiver on UK economic outlook - survey
  • Your profession
Advisers bullish on sector prospects but waiver on UK economic outlook - survey

Standard Life adviser survey

  • 14 January 2021
Fairstone acquires Berkshire-based financial planner with £60m FUM
  • Companies
Fairstone acquires Berkshire-based financial planner with £60m FUM

£800,000 annual fee income

  • 14 January 2021
Succession Wealth reports operating loss of £3.6m in 2020
  • Companies
Succession Wealth reports operating loss of £3.6m in 2020

Private equity-backed business

  • 14 January 2021
Pension contributions drop 11% during first lockdown
  • Retirement
Pension contributions drop 11% during first lockdown

‘Dramatic’ drop due to pandemic’s economic impact

  • 13 January 2021
Quilter launches clone scam reporting tool
  • Your profession
Quilter launches clone scam reporting tool

Rise in clone scams

  • 13 January 2021
Perspective Financial Group acquires Corby-based planning firm
  • Companies
Perspective Financial Group acquires Corby-based planning firm

Northants and Cambs client base

  • 12 January 2021
L&G launches pension pot tracing and consolidation services
  • Pensions
L&G launches pension pot tracing and consolidation services

Unclaimed pots total £19.4bn

  • 07 January 2021
FCA reveals 4,000 firms at risk of failure due to Covid-19
  • Regulation
FCA reveals 4,000 firms at risk of failure due to Covid-19

Mainly small and medium-sized outfits

  • 07 January 2021
CISI extends remote exam invigilation to all candidates
  • Your profession
CISI extends remote exam invigilation to all candidates

All its UK and international students

  • 06 January 2021
Half of advisers bullish on 2021 business prospects - Charles Stanley
  • Your profession
Half of advisers bullish on 2021 business prospects - Charles Stanley

'Advisers have risen to the challenge'

  • 06 January 2021
SimplyBiz Group adds Aviva Financial Advice to pension transfer panel
  • Pensions
SimplyBiz Group adds Aviva Financial Advice to pension transfer panel

Advice outsourcing option

  • 05 January 2021
Covid wealth tax proposals 'unlikely' to progress under Tory government
  • Tax Planning
Covid wealth tax proposals 'unlikely' to progress under Tory government

Report outlined one-off 5% tax on wealth above £500k

  • 09 December 2020
123
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

Incisive Footer Logo

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017