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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Chris Justham: Why the investment industry is failing

Investment

Chris Justham: Why the investment industry is failing

'This is actually a criticism of the investment industry. We are failing'

clock 19 February 2025 • 3 min read
Modernising the redress system: A significant opportunity for reform

Regulation

Modernising the redress system: A significant opportunity for reform

‘Genuine and significant opportunity to rethink the way that complaints are resolved’

clock 19 February 2025 • 5 min read
Why a financial remedy order is essential on divorce

Tax planning

Why a financial remedy order is essential on divorce

Orders provide clarification and peace of mind

clock 18 February 2025 • 4 min read
Will a tech shake-up stop the rise of passives?

Equities

Will a tech shake-up stop the rise of passives?

'That kind of built-in safety net is hard to beat'

clock 18 February 2025 • 2 min read
Shifting demographics: Post-Budget protection conversations

Protection

Shifting demographics: Post-Budget protection conversations

Emerging market for people aged 45 and upwards

clock 18 February 2025 • 3 min read
Adviser Outsourcing partners with Contengo on income processing software launch

Technology

Adviser Outsourcing partners with Contengo on income processing software launch

Teases ‘ambitious plans’ for further feature rollouts

clock 18 February 2025 • 2 min read
Stimulating investment risk-taking: What makes VCTs crucial in 2025

VCTs / EIS

Stimulating investment risk-taking: What makes VCTs crucial in 2025

'The intention of the VCT scheme is to stimulate a culture of entrepreneurship'

clock 17 February 2025 • 4 min read
IHT shake-up: What will come of SSAS discretionary death benefits?

Pensions

IHT shake-up: What will come of SSAS discretionary death benefits?

'Essential that issues are addressed and rectified in the draft rules'

clock 17 February 2025 • 4 min read
Navigating FCA supervisory visits: Insights on Consumer Duty compliance

Regulation

Navigating FCA supervisory visits: Insights on Consumer Duty compliance

Preparation is key: Lessons from Curve’s experience

clock 17 February 2025 • 4 min read
Human behaviour: Assessing attitudes to risk over the lifetime

Your profession

Human behaviour: Assessing attitudes to risk over the lifetime

Exploring financial personality dimensions

clock 14 February 2025 • 4 min read
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