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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Planet Pensions fails as Forthplus Sipp claims surge

Regulation

Planet Pensions fails as Forthplus Sipp claims surge

All current claims against the firm have moved to assessment

clock 15 February 2023 • 2 min read
Consumer Duty: The FCA is coming — will you be ready?

Consumer Duty

Consumer Duty: The FCA is coming — will you be ready?

A look at what improvements are needed in practice

clock 15 February 2023 • 5 min read
Bed and ISA transactions jump ahead of tax year end

Tax Planning

Bed and ISA transactions jump ahead of tax year end

'Important not to let the tax tail wag the financial planning dog'

clock 15 February 2023 • 1 min read
The science of blending — annuities and drawdown in synergy

Income

The science of blending — annuities and drawdown in synergy

How and why blended solutions work for retirement income

clock 14 February 2023 • 4 min read
Advice industry bands together to sponsor Ukraine charity event

Your profession

Advice industry bands together to sponsor Ukraine charity event

'Rock for Ukraine' will take place on 23 February in London

clock 14 February 2023 • 2 min read
Kingswood introduces AIM portfolio with inheritance tax element

Tax planning

Kingswood introduces AIM portfolio with inheritance tax element

Follows client demand for more inheritance tax services

clock 14 February 2023 • 1 min read
Could advisers and planners cope with a four day work week?

Your profession

Could advisers and planners cope with a four day work week?

A look at formalising a set-up away from the traditional five day week 

clock 14 February 2023 • 4 min read
Future-proofing financial advice through cashflow modelling

Technology

Future-proofing financial advice through cashflow modelling

The benefits of cashflow modelling technology explored

clock 13 February 2023 • 4 min read
Making a comeback: Annuities firmly back on the agenda

Income

Making a comeback: Annuities firmly back on the agenda

Annuities are looking increasingly attractive for clients

clock 13 February 2023 • 4 min read
Ex-Quilter advisers link firm's pay to client feedback

Your profession

Ex-Quilter advisers link firm's pay to client feedback

Ex-Quilter directors Dominic Rose and Nigel Speirs run MKC Wealth

clock 10 February 2023 • 2 min read