• 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
  • Smarter Business
  • 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: 10 Mar 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
      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
      • Live Online, Live 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
  • Home
  • Investment
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
 
    • 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
  • Sunak freezes LTA
  • Preparing for ESG changes
  • SJP plans 200 job cuts

Retirement

Single-day pension transfers rise but average completion time dips - Origo
  • Pensions
Single-day pension transfers rise but average completion time dips - Origo

Average transfer takes 11.9 days

  • 28 January 2021
Adrian Boulding: Helping Gen X clients boost 'bleak' pension prospects
  • Pensions
Adrian Boulding: Helping Gen X clients boost 'bleak' pension prospects

'Many Gen Xers await a bleak financial future'

  • 28 January 2021
It's official: Advice is better than guidance, says Guy Opperman
  • Your profession
It's official: Advice is better than guidance, says Guy Opperman

From the horse's mouth

  • 27 January 2021
SOLLA and Just Group update adviser vulnerability training
  • Retirement
SOLLA and Just Group update adviser vulnerability training

Covid-19 and cognitive decline

  • 26 January 2021
Neil MacGillivray: Almost six years on from pension freedoms
  • Retirement
Neil MacGillivray: Almost six years on from pension freedoms

Looking back and forward

  • 26 January 2021
Partner Insight: How can advisers bridge the retirement generation gap?
  • Retirement
Partner Insight: How can advisers bridge the retirement generation gap?

From new attitudes to life, to how they approach investing, the wealth outlook is different for baby boomers, millennials and generation Z. Professional Adviser investigates how this may impact their retirement.

  • 25 January 2021
Pension Schemes Bill nears finish line with House of Lords approval
  • Pensions
Pension Schemes Bill nears finish line with House of Lords approval

Royal assent soon

  • 19 January 2021
Pension transfer values end volatile year 8% up; scam 'red flags' at record high
  • Retirement
Pension transfer values end volatile year 8% up; scam 'red flags' at record high

‘Substantial volatility’

  • 19 January 2021
FCA action sees 130 firms quit DB transfer advice in 2020
  • Regulation
FCA action sees 130 firms quit DB transfer advice in 2020

FCA report

  • 18 January 2021
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
123

Most read

Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021: DWP to backdate £3bn in state pension underpayments to women
Spring Budget 2021: DWP to backdate £3bn in state pension underpayments to women
Spring Budget 2021: Live blog for financial advisers
Spring Budget 2021: Live blog for financial advisers
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
10 key takeaways from the Budget
10 key takeaways from the Budget
  • 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