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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Is it time for a whole of life financial planning app?

Technology

Is it time for a whole of life financial planning app?

Engaging younger saves through apps is a work in progress

clock 30 November 2023 • 7 min read
Autumn Statement an illusionary bandaid that leaves savers wanting

Your profession

Autumn Statement an illusionary bandaid that leaves savers wanting

‘It’s the top 20% of earners who will receive the most from Hunt’s tax cuts’

clock 27 November 2023 • 4 min read
Video: PA's top news stories of the week — LTA, business tax cuts, SJP hits back

Investment

Video: PA's top news stories of the week — LTA, business tax cuts, SJP hits back

LTA abolition; Hunt delivers business tax cuts; SJP planner Elaine Milne hits back at vitriol

clock 24 November 2023 • 1 min read
Exploring the FCA's non-workplace pension cash warning contradiction

Pensions

Exploring the FCA's non-workplace pension cash warning contradiction

Unadvised clients could seek advice after getting cash warning

clock 24 November 2023 • 5 min read
Protection: Why is service still such a problem?

Protection

Protection: Why is service still such a problem?

'Too often across financial services, firms are falling short'

clock 24 November 2023 • 4 min read
Investment IQ: 'Higher for longer' and dodging a recession brings risks

Investment

Investment IQ: 'Higher for longer' and dodging a recession brings risks

Join our sister site Investment IQ for the latest investment intelligence

clock 21 November 2023 • 2 min read
Technology's pivotal role in boosting the SIPP sector

Pensions

Technology's pivotal role in boosting the SIPP sector

Tech allows SIPPs to incorporate goal-oriented investment features

clock 20 November 2023 • 3 min read
The true impact of inflation on cash savings and pensions

Pensions

The true impact of inflation on cash savings and pensions

Holding cash equates to a reduction in value and income in real terms

clock 20 November 2023 • 5 min read
Retirement Planning Roadshow 2023: Bristol and London still to go!

Retirement

Retirement Planning Roadshow 2023: Bristol and London still to go!

Joins us this week at Leigh Court or One Whitehall Place

clock 20 November 2023 • 1 min read
Last call: Changes to the appointed representative regime

Regulation

Last call: Changes to the appointed representative regime

First assessment period ends 30 November

clock 17 November 2023 • 5 min read
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