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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Still fit for purpose? Why the FSCS needs to think radically

Regulation

Still fit for purpose? Why the FSCS needs to think radically

How many FSCS staff does it take to change a light bulb?

clock 27 February 2024 • 4 min read
Vulnerable client processes: What the FCA wants from advisers

Consumer Duty

Vulnerable client processes: What the FCA wants from advisers

Proactive approach in identification and support

clock 26 February 2024 • 4 min read
Seize the day: Harnessing technology's consumer benefits

Technology

Seize the day: Harnessing technology's consumer benefits

Reduce costs, improve financial education and boost inclusion

clock 23 February 2024 • 3 min read
Far from the Madding Crowd: An investment moment in time

Investment

Far from the Madding Crowd: An investment moment in time

'Our hunt for undervalued shares takes us away from the crowd'

clock 23 February 2024 • 3 min read
True Potential CEO: How AI is helping fill the advice gap problem

Technology

True Potential CEO: How AI is helping fill the advice gap problem

‘Our advisers are fully aligned with our view that tech is their friend’

clock 23 February 2024 • 6 min read
Five reasons why now is the time for EIS in client portfolios

VCTs / EIS

Five reasons why now is the time for EIS in client portfolios

'The current market presents a unique opportunity'

clock 22 February 2024 • 5 min read
Many parents in the dark on tax on children's savings interest

Tax planning

Many parents in the dark on tax on children's savings interest

'There will be lots of people unnecessarily paying tax this year'

clock 22 February 2024 • 3 min read
Why wealth is not an insulator against vulnerability

Regulation

Why wealth is not an insulator against vulnerability

'Time and again, we have seen that self-identification simply doesn't work'

clock 21 February 2024 • 4 min read
DB transfer complaints: A difficult balancing act for all parties

Pensions

DB transfer complaints: A difficult balancing act for all parties

The legal perspective on DB transfer complaints

clock 21 February 2024 • 4 min read
SIPP and SSAS taxable property: How to avoid 'onerous' HMRC charges

Pensions

SIPP and SSAS taxable property: How to avoid 'onerous' HMRC charges

Clients must have active involvement to ensure compliance with HMRC rules

clock 20 February 2024 • 5 min read
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