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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Protection and pensions: Overcoming challenges faced across both sectors

Protection

Protection and pensions: Overcoming challenges faced across both sectors

'Pensions and protection aren't often spoken about in the same sentence'

clock 11 June 2025 • 4 min read
People Moves: Sesame creates team to boost adviser recruitment

People

People Moves: Sesame creates team to boost adviser recruitment

As part of plans to grow its network

clock 11 June 2025 • 1 min read
Alex Cowan-Sanluis: 'Pension transfer sludge is real – I've seen it'

Pensions

Alex Cowan-Sanluis: 'Pension transfer sludge is real – I've seen it'

'It became so frustrating that we spoke to the FCA'

clock 09 June 2025 • 4 min read
IHT:  All the options for reducing clients' taxable estates

Tax planning

IHT: All the options for reducing clients' taxable estates

'Clients can make gifts to trusts to reduce the taxable estate'

clock 09 June 2025 • 5 min read
All the advice firm acquisitions that have taken place in 2025

Your Business

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

clock 09 June 2025 • 2 min read
Professional Adviser TV: Behavioural psych to 'rapidly' become an advice essential

Your profession

Professional Adviser TV: Behavioural psych to 'rapidly' become an advice essential

Dan Haylett and Louis Williams discuss the future of behavioural finance

clock 06 June 2025 • 1 min read
Feel Good Friday: Evelyn Partners to help rugby players tackle personal finance

Your profession

Feel Good Friday: Evelyn Partners to help rugby players tackle personal finance

Becomes wealth management partner of Saracens Rugby Club

clock 06 June 2025 • 1 min read
How financial intermediaries achieve a successful succession

Your Business

How financial intermediaries achieve a successful succession

'In the early stages there should be both a strategic plan and a business plan'

clock 05 June 2025 • 5 min read
Schroders UK Platform Awards 2025: Entry closing date fast approaching!

Wrap/platforms

Schroders UK Platform Awards 2025: Entry closing date fast approaching!

Shortlists will be published in early July

clock 05 June 2025 • 1 min read
Why we plan holidays, not retirements: Changing the client conversation

Retirement

Why we plan holidays, not retirements: Changing the client conversation

'This is scary for us as an industry but even more scary for us as a nation'

clock 04 June 2025 • 4 min read
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