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

Income

Royal London guaranteed annuity swap plan gets court approval
  • Income
Royal London guaranteed annuity swap plan gets court approval

Most uplifts are expected to be in the 40% to 80% range

  • 11 July 2018
Lisa Webster: Divorce and pension protection - what's the impact?
  • Pensions
Lisa Webster: Divorce and pension protection - what's the impact?

'There are a few quirks in the rules'

  • 04 July 2018
Pension planning at age 50: Ten key points to share with clients
  • Pensions
Pension planning at age 50: Ten key points to share with clients

Getting on top of pensions

  • 29 June 2018
Drawdown investment pathways will always be 'blunt tool'
  • Regulation
Drawdown investment pathways will always be 'blunt tool'

Response to FCA Retirement Outcomes Review

  • 28 June 2018
'Opaque' drawdown charging must change - FCA
  • Regulation
'Opaque' drawdown charging must change - FCA

Pounds and pence figure for consumers

  • 28 June 2018
FCA plans drawdown 'investment pathways' to boost outcomes
  • Regulation
FCA plans drawdown 'investment pathways' to boost outcomes

Retirement Outcomes Review consultation

  • 28 June 2018
Retirees 'risk draining' pension pots by 'ignoring' market volatility
  • Income
Retirees 'risk draining' pension pots by 'ignoring' market volatility

Warning from Zurich

  • 27 June 2018
Billions in pension freedom cash 'flows into bank accounts'
  • Pensions
Billions in pension freedom cash 'flows into bank accounts'

£3bn 'languishing' in low yielding accounts

  • 26 June 2018
Steve Webb: Brand drawdown care product as 'inheritance insurance'
  • Long Term Care
Steve Webb: Brand drawdown care product as 'inheritance insurance'

Talking at Later Life Adviser Conference

  • 22 June 2018
Revealed: All the winners of the Retirement Planner Awards 2018
  • Equity release
Revealed: All the winners of the Retirement Planner Awards 2018

Announced on 15 June

  • 15 June 2018
Billy Burrows: Why fixed term income plans deserve advisers' attention
  • Income
Billy Burrows: Why fixed term income plans deserve advisers' attention

'The more tools advisers have in their toolbox the better...''

  • 14 June 2018
James Johnsen: The importance of an active pension
  • Pensions
James Johnsen: The importance of an active pension

History won’t be repeating itself

  • 26 April 2018
Royal London to offer guaranteed annuity clients cash swap option
  • Income
Royal London to offer guaranteed annuity clients cash swap option

Pension freedom changed market

  • 25 April 2018
Failure to legislate for default pension guidance 'leaves bitter taste'
  • Income
Failure to legislate for default pension guidance 'leaves bitter taste'

Bill nearing final stages

  • 25 April 2018
PA360: Why IFAs must get intimate with clients - Paul Resnik
  • Charging
PA360: Why IFAs must get intimate with clients - Paul Resnik

Speaking at PA360

  • 24 April 2018
Defaqto launches adviser guide to drawdown
  • Income
Defaqto launches adviser guide to drawdown

60 minutes of CPD

  • 18 April 2018
Peter Hopkins: Pension freedom and flexibility for the DC generation
  • Regulation
Peter Hopkins: Pension freedom and flexibility for the DC generation

Freedoms started in April 2015

  • 12 April 2018
Peter Hopkins: Why the unloved MPAA isn't all bad
  • Income
Peter Hopkins: Why the unloved MPAA isn't all bad

'Not much loved'

  • 11 April 2018
Women in drawdown face £47,000 shortfall in retirement - Zurich
  • Income
Women in drawdown face £47,000 shortfall in retirement - Zurich

38% no advice or guidance

  • 11 April 2018
Three years on: Over-55s encouraged to save more by pension freedoms
  • Pensions
Three years on: Over-55s encouraged to save more by pension freedoms

Four-fifths (82%) want an end to pension tinkering

  • 06 April 2018
MPs call on providers to set up mandatory 'default decumulation pathway'
  • Income
MPs call on providers to set up mandatory 'default decumulation pathway'

Pension dashboard hosted by single financial guidance body

  • 04 April 2018
Peter Doherty: How to de-risk a DB pension transfer
  • Pensions
Peter Doherty: How to de-risk a DB pension transfer

Divide time horizon into three

  • 04 April 2018
Retirement income shopping around failure 'firmly entrenched'
  • Income
Retirement income shopping around failure 'firmly entrenched'

59% trust their knowledge on retirement

  • 03 April 2018
Adrian Boulding: Strategies to avoid income 'over-drawdown'
  • Income
Adrian Boulding: Strategies to avoid income 'over-drawdown'

Growing 'army' of drawdowners beware

  • 27 March 2018
123

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Adviser receives online abuse and death threats after launching anti-crypto petition
Adviser receives online abuse and death threats after launching anti-crypto petition
What is the FCA's new DB advice assessment tool 'DBAAT'?
What is the FCA's new DB advice assessment tool 'DBAAT'?
Fidelity joins the party: How vertically integrated firms are shaping up in 2021
Fidelity joins the party: How vertically integrated firms are shaping up in 2021
FCA denies 12 advice firms authorisation following phoenixing suspicions
FCA denies 12 advice firms authorisation following phoenixing suspicions
Advisers to be levied £240m again as FSCS announces £1bn overall levy
Advisers to be levied £240m again as FSCS announces £1bn overall levy
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