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

Retirement

Partner Insight: Five new retirement journeys ahead
  • Retirement
Partner Insight: Five new retirement journeys ahead

For a long time, the road to retirement followed a familiar path. Individuals saved up for a pension during their working life in order to retire at a set age; usually around 65. This path has shifted, however.

  • 18 January 2021
Adrian Boulding: Go against the pack and consider an annuity
  • Income
Adrian Boulding: Go against the pack and consider an annuity

Only one in ten opt for an annuity

  • 14 January 2021
Neil MacGillivray: Annual allowance and 'scheme pays' explained
  • Retirement
Neil MacGillivray: Annual allowance and 'scheme pays' explained

Scheme pays or not scheme pays?

  • 13 January 2021
DWP bans flat-fee AE charges on pots worth under £100
  • Retirement
DWP bans flat-fee AE charges on pots worth under £100

The Department for Work and Pensions (DWP) will ban the charging of flat fees on auto-enrolment (AE) pots valued at or below £100 and launch work on how to standardise cost and charges reporting.

  • 13 January 2021
Pension contributions drop 11% during first lockdown
  • Retirement
Pension contributions drop 11% during first lockdown

‘Dramatic’ drop due to pandemic’s economic impact

  • 13 January 2021
Jon Greer: Why advisers must 'sit up and take notice' of investment pathways
  • Retirement
Jon Greer: Why advisers must 'sit up and take notice' of investment pathways

Coming soon to a provider near you

  • 12 January 2021
Dentons acquires Brown Shipley's pension business and professional trustee company
  • Pensions
Dentons acquires Brown Shipley's pension business and professional trustee company

Undisclosed fee

  • 11 January 2021
L&G launches pension pot tracing and consolidation services
  • Pensions
L&G launches pension pot tracing and consolidation services

Unclaimed pots total £19.4bn

  • 07 January 2021
Claire Trott: New year, new scams
  • Retirement
Claire Trott: New year, new scams

Avoiding the traps

  • 06 January 2021
FCA identifies 30,000 instances of unregulated activity in last 12 months
  • Regulation
FCA identifies 30,000 instances of unregulated activity in last 12 months

Calls for more cash to fund scam prevention campaigns

  • 06 January 2021
SimplyBiz Group adds Aviva Financial Advice to pension transfer panel
  • Pensions
SimplyBiz Group adds Aviva Financial Advice to pension transfer panel

Advice outsourcing option

  • 05 January 2021
LV= panel initially rejected Bain Capital deal in favour of Royal London bid
  • Pensions
LV= panel initially rejected Bain Capital deal in favour of Royal London bid

Execs sought further reassurances

  • 04 January 2021
Helen Dean awarded CBE in New Year's Honours for services to pension saving
  • Pensions
Helen Dean awarded CBE in New Year's Honours for services to pension saving

Former pensions minister Eagle named on list too

  • 04 January 2021
Jessica List: The risk of forgetting an expression of wishes
  • Pensions
Jessica List: The risk of forgetting an expression of wishes

The situation

  • 17 December 2020
Debbie kennedy 230x142
  • Pensions
LV= buyer Bain Capital 'very supportive' of firm's protection plans

‘A great outcome’

  • 15 December 2020
Pensions dashboard data standards published; Opperman urges providers to prepare data
  • Pensions
Pensions dashboard data standards published; Opperman urges providers to prepare data

Dashboards ready from 2023?

  • 15 December 2020
LV= confirms demutualisation with sale of pensions and insurance business to Bain Capital
  • Pensions
LV= confirms demutualisation with sale of pensions and insurance business to Bain Capital

£530m

  • 15 December 2020
Claire Trott: Decisions to make on annual allowance charge
  • Retirement
Claire Trott: Decisions to make on annual allowance charge

Decisions to make

  • 09 December 2020
Covid-19 induces highest November mortality rates in ten years
  • Pensions
Covid-19 induces highest November mortality rates in ten years

CMI data

  • 09 December 2020
Adrian Boulding: First steps along the 'investment pathway'
  • Pensions
Adrian Boulding: First steps along the 'investment pathway'

Coming into force in February 2021

  • 09 December 2020
L&G to halve emission intensity of £81bn annuity book by 2030
  • Pensions
L&G to halve emission intensity of £81bn annuity book by 2030

Net-zero by 2050

  • 03 December 2020
Joshua Pond: Pension investments will suffer 'long Covid'
  • Investment
Joshua Pond: Pension investments will suffer 'long Covid'

Societal inequalities will outlive virus

  • 03 December 2020
Debenhams schemes remain in PPF assessment after rescue attempt fails
  • Pensions
Debenhams schemes remain in PPF assessment after rescue attempt fails

Department store goes under

  • 02 December 2020
Drawdown retirees savers remain reluctant to pay for advice, says Aegon
  • Retirement
Drawdown retirees savers remain reluctant to pay for advice, says Aegon

A tenth of pension savers would consult an adviser

  • 01 December 2020
123

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Adviser launches petition to stop UK cryptocurrency transactions
Adviser launches petition to stop UK cryptocurrency transactions
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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
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