• Home
  • Investment
    • Multi-asset
    • DFM & Model portfolios
    • Platforms
    • Ratings, Research & Risk
    • Tax-efficient investing
    • Markets
    • Companies
  • Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  • Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Diversity
  • Events
  • Whitepapers
  • Industry blogs
  • Newsletters
  • Multi-Asset Review
  • ESG
  • Sign in
  •  
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
     
    •  

      Personalise your on site experience

      Download and use the apps

      Access your subscription from outside of the office

      Get relevant news and insight straight to your inbox

      Sign in
     
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Events
    • Upcoming events
      event logo
      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
      • ONLINE, ONLINE
      event logo
      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
      • ONLINE, ONLINE
      event logo
      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
      • ONLINE, ONLINE
      View all events
      Follow our events

      Sign up to receive email alerts about our events

      Sign up

  • Whitepapers
    • Find whitepapers
      Search by title or subject area
      View all whitepapers
  • Industry blogs
  • Multi-Asset Review
  • ESG
Professional Adviser
Professional Adviser
Sponsored by BMO
  • Home
  • Investment
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Diversity
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 
 
  •  

    Personalise your on site experience

    Download and use the apps

    Access your subscription from outside of the office

    Get relevant news and insight straight to your inbox

    Sign in
 
  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th

Pensions

Pension scam red flags hit record level - XPS
  • Pensions
Pension scam red flags hit record level - XPS

But steady transfer values

  • 08 December 2020
Untouched DC pension wealth 'doubles' raising concerns about lost pots
  • Pensions
Untouched DC pension wealth 'doubles' raising concerns about lost pots

Defined contribution (DC) pension wealth in the UK has more than doubled since the start of auto-enrolment in 2012, raising concerns about lost pensions.

  • 17 November 2020
Adrian Boulding: SSAS market ripe for service upgrade
  • Pensions
Adrian Boulding: SSAS market ripe for service upgrade

'This sleepy corner on the occupational pension world is ripe for a service upgrade'

  • 12 November 2020
FSCS begins accepting claims against Guinness Mahon; already received 961 complaints
  • Pensions
FSCS begins accepting claims against Guinness Mahon; already received 961 complaints

Entered administration in February

  • 29 October 2020
XPS launches pension scam tracker as cases 'spike' during lockdown
  • Pensions
XPS launches pension scam tracker as cases 'spike' during lockdown

Part of its Transfer Watch tracker

  • 17 September 2020
Adviser to compensate client over SIPP transfer advice to unregulated schemes
  • Pensions
Adviser to compensate client over SIPP transfer advice to unregulated schemes

The Financial Ombudsman Service (FOS) has asked adviser firm The On-Line Partnership to compensate a client following unsuitable advice to transfer his pension to a self-invested personal pension (SIPP) and invest in unregulated schemes.

  • 28 August 2020
SJP compensates client following delayed pension transfer cancellation
  • Pensions
SJP compensates client following delayed pension transfer cancellation

Partly upheld

  • 19 August 2020
IFA to compensate client for Harlequin losses following unsuitable advice
  • Pensions
IFA to compensate client for Harlequin losses following unsuitable advice

25 FOS complaints

  • 17 August 2020
DB transfer values jump to record high in July - XPS
  • Pensions
DB transfer values jump to record high in July - XPS

Despite risks

  • 12 August 2020
Stronger provider 'nudges' boost Pension Wise up-take but 'more work needed'
  • Pensions
Stronger provider 'nudges' boost Pension Wise up-take but 'more work needed'

Aviva, Hargreaves and LGIM took part

  • 16 July 2020
Carey Pensions ruling could 'call past FOS decisions into question'
  • Pensions
Carey Pensions ruling could 'call past FOS decisions into question'

Contrasting outcomes

  • 18 May 2020
One in five do not access pension information - ABI
  • Pensions
One in five do not access pension information - ABI

Pensions 'blind spot'

  • 27 February 2020
Most workers are unaware of pension pot size
  • Pensions
Most workers are unaware of pension pot size

More than half (54%) of workers do not know the size of their pension pots, according to research by the Pensions and Lifetime Savings Association (PLSA).

  • 06 February 2020
IFA firm launches pension consolidation service for advisers and clients
  • Your profession
IFA firm launches pension consolidation service for advisers and clients

Online service

  • 04 February 2020
FSCS declares NJ Associates in default following 31 complaints
  • Your profession
FSCS declares NJ Associates in default following 31 complaints

AR failed last year

  • 28 January 2020
Another advice firm with SIPP complaints falls into FSCS
  • Your profession
Another advice firm with SIPP complaints falls into FSCS

14 claims against it

  • 27 January 2020
OMW adds feature to settle annual allowance breaches
  • Platforms
OMW adds feature to settle annual allowance breaches

For any pension scheme

  • 13 January 2020
'DB transfer advisers made to look like drug dealers' - Tideway
  • Pensions
'DB transfer advisers made to look like drug dealers' - Tideway

PFS conference 2019

  • 28 November 2019
Redress to be paid after advice to invest in unregulated Brazilian property scheme
  • Pensions
Redress to be paid after advice to invest in unregulated Brazilian property scheme

Properties do not exist

  • 23 October 2019
Advisers say SIPPs should not hold non-standard assets - research
  • Pensions
Advisers say SIPPs should not hold non-standard assets - research

13% say SIPP market is damaged

  • 26 September 2019
Berkeley Burke hits back: Administration was 'thrust upon the company'
  • Pensions
Berkeley Burke hits back: Administration was 'thrust upon the company'

'No viable alternative'

  • 23 September 2019
7IM launches SIPP drawdown service
  • Pensions
7IM launches SIPP drawdown service

When managing client's payments

  • 16 September 2019
Partner Insight Video: Supporting drawdown conversations
  • Pensions
Partner Insight Video: Supporting drawdown conversations

  • 11 September 2019
Curtis Banks adds Pru investment plan to Your Future SIPP
  • Pensions
Curtis Banks adds Pru investment plan to Your Future SIPP

'Total control'

  • 02 August 2019
123

Most read

Adviser launches petition to stop UK cryptocurrency transactions
Adviser launches petition to stop UK cryptocurrency transactions
FCA asks struggling firms: 'How long do you expect to remain in business?'
FCA asks struggling firms: 'How long do you expect to remain in business?'
FSCS declares six advice firms in default in November & December
FSCS declares six advice firms in default in November & December
'Looks like a swimming certificate': No CII plans to U-turn on digital copies while adviser shuns Fellowship status chase over exam difficulties
'Looks like a swimming certificate': No CII plans to U-turn on digital copies while adviser shuns Fellowship status chase over exam difficulties
What can Netflix hit Bridgerton teach us about financial planning?
What can Netflix hit Bridgerton teach us about financial planning?
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

Incisive Footer Logo

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading