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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Institute for Financial Wellbeing partners with OpenMoney

Your Business

Institute for Financial Wellbeing partners with OpenMoney

The firm's digital portal WorkLife becomes the IFS' latest partner

clock 24 March 2023 • 1 min read
FCA restricts advice business after engagement failures

Regulation

FCA restricts advice business after engagement failures

Independently East bank accounts frozen and permissions cancelled

clock 23 March 2023 • 2 min read
PA Consumer Duty Masterclass: Join us for the final day!

Consumer Duty

PA Consumer Duty Masterclass: Join us for the final day!

Last chance to join PA's learning event in association with Bankhall

clock 23 March 2023 • 1 min read
Pensions reform: Why there is a new de facto lifetime allowance

Pensions

Pensions reform: Why there is a new de facto lifetime allowance

LTA amounted to a 'Sword of Damocles' hanging over savers

clock 22 March 2023 • 4 min read
Is financial advice a business or a vocation? It needs to be both

Your profession

Is financial advice a business or a vocation? It needs to be both

A look at what comparisons can be made between advisers and doctors

clock 21 March 2023 • 4 min read
Treasury committed to imminent SMCR call for evidence

Regulation

Treasury committed to imminent SMCR call for evidence

Alongside a separate joint discussion paper by FCA/PRA

clock 21 March 2023 • 2 min read
Budget in review: A 'transformative' time for pension savers

Tax planning

Budget in review: A 'transformative' time for pension savers

Spring back to work….please! A look at the big changes in pensions

clock 20 March 2023 • 5 min read
GBST rebrands as part of business transformation project

Technology

GBST rebrands as part of business transformation project

A new name for the well-known industry technology provider

clock 16 March 2023 • 1 min read
LTA abolition: Advisers with NHS pension clients share views

Pensions

LTA abolition: Advisers with NHS pension clients share views

The surprise move from the chancellor yesterday has been warmly welcomed

clock 16 March 2023 • 2 min read
Consumer Duty work proving difficult for three-in-four advisers

Consumer Duty

Consumer Duty work proving difficult for three-in-four advisers

The regulator’s implementation date of 31 July is fast approaching

clock 16 March 2023 • 2 min read