• 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
      event logo
      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-24 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 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

Service

  • Service
Aviva Investors 'mistakenly' sacks 1,300 employees

Aviva Investors sent an e-mail by mistake on Friday dismissing its entire staff before retracting the message, according to reports.

  • 23 April 2012
Resolution readies 'self-managed' exit from Friends in 2014
  • Service
Resolution readies 'self-managed' exit from Friends in 2014

Resolution is preparing a "self-managed" exit from Friends Life in 2014 that would see the company split between a fit for purpose life company and a closed life fund consolidator.

  • 27 March 2012
  • Service
Aviva distribution head Lamble exits

Aviva's director of distribution development, Dean Lamble, has left the company after just over a year in the position.

  • 26 March 2012
  • Service
Which? calls for 'tough' regulation of comparison sites

Comparison sites are failing to provide consumers with the best deal and should be strictly regulated, Which? has said.

  • 26 March 2012
  • Economics / Markets
LIVE Budget webcast: Tune in from 3pm tomorrow

BUDGET 2012

  • 20 March 2012
PI insurer locks in rates for two years
  • Service
PI insurer locks in rates for two years

Collegiate Underwriting has announced a professional indemnity insurance (PII) deal for IFAs, which freezes rates for two years.

  • 19 March 2012
  • Service
Standard Life CEO is 'very excited' about RDR

Standard Life CEO Paul Matthews said he is excited about the roll-out of the retail distribution review (RDR) next year, as he expects more advisers to use its fee-ready wrap and investment solutions.

  • 14 March 2012
L&G profits rise as it hikes divi by a third
  • Service
L&G profits rise as it hikes divi by a third

Legal & General (L&G) has reported an increase in operating profits for full-year 2011 after a marked rise in its investment management (LGIM) and international divisions.

  • 14 March 2012
Axa enters IFA professional indemnity market
  • Service
Axa enters IFA professional indemnity market

Aon Risk Solutions has signed a deal with AXA Commercial Lines to provide professional indemnity insurance (PII) for independent financial advisers in the UK.

  • 13 March 2012
  • Protection
Aviva UK profits rise as life and pension sales climb 10%

Operating profits at Aviva UK rose 8% to £1.45bn in 2011, thanks largely to a boost in new sales in its life and pensions division.

  • 08 March 2012
Boris pleads with Pru after relocation threats
  • Service
Boris pleads with Pru after relocation threats

Mayor of London Boris Johnson has written to The Prudential in an attempt to convince the insurer not to relocate its headquarters to Hong Kong.

  • 06 March 2012
  • Economics / Markets
Weale voices concern over 'persistent' inflation - papers

Martin Weale voiced fears over "persistent" inflation yesterday in a hawkish speech underlining the growing splits at the Bank of England over the path of monetary policy.

  • 01 March 2012
  • Your profession
Private investigator sold tax data to insurers and brokers

A private investigator who allegedly fed information to the News of the World (NoW) has been jailed for separate charges of ‘blagging' sensitive information from government sources and selling it to insurers.

  • 28 February 2012
Pru may move headquarters out of UK over Solvency II rules
  • Investment
Pru may move headquarters out of UK over Solvency II rules

Prudential is considering moving its headquarters out of the UK, partly as a response to what it fears may be an "adverse outcome" on Solvency II.

  • 27 February 2012
  • Life Insurance
Life settlements fund generates £40m despite FSA 'toxic' label

Life settlements fund EEA has generated nearly £40m in revenues in the last two months, despite its suspension following "unprecedented" redemption requests.

  • 21 February 2012
  • Service
FSA fines adviser £335k for keeping insurance premium payments

A financial adviser has been fined £335,204 by the Financial Services Authority (FSA) after he deliberately retained insurance premium payments meant for the providers of the policies.

  • 17 February 2012
  • TCF
Banks urged to reform packaged accounts to stop mis-selling

Banks should allow consumers to select the benefits they want with their packaged accounts to help combat mis-selling of the products, Defaqto has said.

  • 07 February 2012
  • Service
Govt will not place insurance expert on FPC

The government will not ensure the new Financial Policy Committee (FPC) includes an expert on insurance, the Chancellor has said.

  • 07 February 2012
  • Service
Insurers warn of premiums hike as FSA fees climb

Insurers have warned of a fresh hike in premiums for millions of customers after the regulator hit the financial services industry with an inflation-busting 15.6% rise in annual fees.

  • 03 February 2012
  • Investment General
Friends Life to pull £2.3bn of assets from F&C

F&C Asset Management has told investors it expects to take a £2.3bn hit to its assets under management this year when Friends Life withdraws money from its annuities business.

  • 31 January 2012
  • Service
Aviva shares fall 3% as MetLife buys overseas arms

Aviva's share price fell 3.12% today after it announced it will sell three of its overseas arms to MetLife.

  • 30 January 2012
  • Service
FSCS warns of commission-led claims management firms

The Financial Services Compensation Scheme (FSCS) is warning consumers against using claims management companies to retrieve money from mis-sold payment protection insurance (PPI).

  • 29 January 2012
  • TCF
Churchill and Direct Line fined £2.17m for doctoring files

UK Insurance Ltd, the parent company of Churchill and Direct Line, has been fined £2.17m by the FSA for doctoring its customer complaint files.

  • 18 January 2012
  • Service
Brokers eye cross-selling ahead of 'downbeat' 2012

Insurance brokers and life companies will attempt to cross-sell to existing customers in order to compensate for "downbeat" market conditions in 2012, research suggests.

  • 09 January 2012
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?'
What can Netflix hit Bridgerton teach us about financial planning?
What can Netflix hit Bridgerton teach us about financial planning?
Chris Budd: What to do if you are feeling fed up
Chris Budd: What to do if you are feeling fed up
Fairstone acquires Berkshire-based financial planner with £60m FUM
Fairstone acquires Berkshire-based financial planner with £60m FUM
  • 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