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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Advisers warned to take action on decumulation portfolios

Multi-Asset

Advisers warned to take action on decumulation portfolios

Warning given that the next decade will not look like the last

clock 12 December 2022 • 2 min read
Annus horribilis? A look back at the various challenges of 2022

Your Business

Annus horribilis? A look back at the various challenges of 2022

Industry stalwart asks what the key takeaway from 2022 is for you

clock 12 December 2022 • 3 min read
Two advisers in trio disqualified following pension miss-selling

Pensions

Two advisers in trio disqualified following pension miss-selling

'Significant financial interest' in SIPPs and related advice processes

clock 12 December 2022 • 2 min read
Annuities continue to make a comeback with rates up 44%

Income

Annuities continue to make a comeback with rates up 44%

New figures from Canada Life show a 14-year high was reached in October

clock 12 December 2022 • 2 min read
What your small firm can do to recruit and retain talented women

Your Business

What your small firm can do to recruit and retain talented women

A look into the ways that you could improve inclusion in your workplace

clock 12 December 2022 • 4 min read
Golden oldies: Now That's What I Call Regulation 2002-2022!

Regulation

Golden oldies: Now That's What I Call Regulation 2002-2022!

A look at the regulatory chart-toppers of the last 20 years

clock 12 December 2022 • 5 min read
Baillie Gifford: Building resilience to changing economic conditions

Industry voice

Baillie Gifford: Building resilience to changing economic conditions

The latest from PA’s Working Lunch webinar series

clock 09 December 2022 • 2 min read
Happiness and 'mamils' — why intrinsic client goals matter

Your profession

Happiness and 'mamils' — why intrinsic client goals matter

Chris Budd asks: 'Is this the most controversial blog ever?'

clock 09 December 2022 • 4 min read
A request for 'advice' during a wedding party? Life planning, in real life

Your profession

A request for 'advice' during a wedding party? Life planning, in real life

Life planning is ‘not always done over whisky and cigars’

clock 09 December 2022 • 4 min read
Simplifed advice: Are we on the way to another advice scandal?

Your profession

Simplifed advice: Are we on the way to another advice scandal?

Chartered financial planner sets out simplified advice plan

clock 08 December 2022 • 4 min read
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