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Professional Adviser

Professional Adviser

Articles by Professional Adviser

What does Consumer Duty mean for portfolio management?

Consumer Duty

What does Consumer Duty mean for portfolio management?

'Another nail in the coffin for in-house portfolios'

clock 11 April 2023 • 4 min read
Watch on demand: Consumer Duty Masterclass Day 2

Consumer Duty

Watch on demand: Consumer Duty Masterclass Day 2

PA's 22 March conference with Bankhall is available to watch now

clock 11 April 2023 • 1 min read
Underwriting for protection: Key reasons advisers face delays

Protection

Underwriting for protection: Key reasons advisers face delays

Adoption of technolgy will streamline underwriting process

clock 11 April 2023 • 4 min read
DB SSAS under scrutiny: Is the envelope being pushed too far?

Pensions

DB SSAS under scrutiny: Is the envelope being pushed too far?

'Government policy is more muddled than ever when it comes to tax'

clock 06 April 2023 • 4 min read
Why agility is all-important in the world of tax advice

Your Business

Why agility is all-important in the world of tax advice

Professional tax advice has been thrown into sharp focus

clock 04 April 2023 • 6 min read
Schroders: Picking the right MPS or multi asset solution for your client

Consumer Duty

Schroders: Picking the right MPS or multi asset solution for your client

The latest from PA’s Working Lunch webinar series

clock 04 April 2023 • 3 min read
Don't let Budget news distract clients from the long view

Protection

Don't let Budget news distract clients from the long view

Call to ensure 'the long-term perspective' is considered for clients

clock 03 April 2023 • 4 min read
Watch on demand: Dealing with death and your future clients

Pensions

Watch on demand: Dealing with death and your future clients

PA’s 14 March webinar with Quilter is available to watch now

clock 03 April 2023 • 1 min read
Watch on demand: Consumer Duty Masterclass Day 1

Consumer Duty

Watch on demand: Consumer Duty Masterclass Day 1

PA's 21 March conference with Bankhall is available to watch now

clock 03 April 2023 • 1 min read
You've got mail: FCA watching Consumer Duty preparation

Consumer Duty

You've got mail: FCA watching Consumer Duty preparation

The FCA acknowledges that you can't do everything all at once

clock 03 April 2023 • 4 min read