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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Goodbye guidance: A new shape for advice and client support

Regulation

Goodbye guidance: A new shape for advice and client support

'At just 62 pages it's a mere novella compared to most of the watchdog's output'

clock 12 December 2023 • 8 min read
Investment outsourcing: A post-RDR landscape that's still shifting

Managed solutions

Investment outsourcing: A post-RDR landscape that's still shifting

Consumer Duty brings a new focus on the provision of investment services

clock 12 December 2023 • 4 min read
Baillie Gifford: Enjoying later life without an income from work

Retirement

Baillie Gifford: Enjoying later life without an income from work

The latest from PA’ Digital Working Lunch webinar series

clock 12 December 2023 • 2 min read
Positive change: Assessing the regulator's SDR policy statement

Regulation

Positive change: Assessing the regulator's SDR policy statement

The FCA has introduced a 70% minimum threshold across all labels

clock 11 December 2023 • 5 min read
Why business owners should be Disability Confident

Your Business

Why business owners should be Disability Confident

'It helps identify those employers who are committed to D&I'

clock 11 December 2023 • 4 min read
Nurturing trust and loyalty: The fourth pillar of Consumer Duty

Consumer Duty

Nurturing trust and loyalty: The fourth pillar of Consumer Duty

Need to foresee and mitigate potential harm is paramount

clock 08 December 2023 • 4 min read
Video: PA's top news stories of the week: SJP shuffle; MPS stress; Skerritts acquisition

Investment

Video: PA's top news stories of the week: SJP shuffle; MPS stress; Skerritts acquisition

SJP fund manager shuffle; End of MPS nirvana; Skerritts acquires Chester

clock 08 December 2023 •
How blockchain can bring real-world benefits to pensions

Pensions

How blockchain can bring real-world benefits to pensions

But how many firms will use it to their advantage?

clock 07 December 2023 • 7 min read
Infrastructure: Three reasons why it is time to rethink allocations

Infrastructure

Infrastructure: Three reasons why it is time to rethink allocations

Infrastructure's stable return reputation becoming more nuanced

clock 07 December 2023 • 4 min read
Immediate needs annuities: Tackling the LTC conundrum

Long Term Care

Immediate needs annuities: Tackling the LTC conundrum

The cost of the INA will be deducted from the estate

clock 06 December 2023 • 3 min read
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