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

Pensions

DB transfer activity rises as 60% raise scam red flags - XPS
  • Pensions
DB transfer activity rises as 60% raise scam red flags - XPS

Scam warnings increase

  • 20 November 2020
Maps to create checklist to help over-50s affected by Covid-19 plan for future
  • Pensions
Maps to create checklist to help over-50s affected by Covid-19 plan for future

'Later-life checklist'

  • 17 November 2020
MPs vote down Pension Schemes Bill automatic guidance amendment
  • Retirement
MPs vote down Pension Schemes Bill automatic guidance amendment

Tabled by Stephen Timms

  • 17 November 2020
MPs jeopardising pension security without further bill amendments - Ros Altmann
  • Pensions
MPs jeopardising pension security without further bill amendments - Ros Altmann

Pension Schemes Bill due to be debated

  • 16 November 2020
Be ready for sponsor distress, TPR tells trustees in fresh guidance
  • Pensions
Be ready for sponsor distress, TPR tells trustees in fresh guidance

Trustees must know the signs of sponsor distress and be prepared to act quickly as the “first line of defence” for savers, The Pensions Regulator (TPR) has warned.

  • 13 November 2020
Canada Life links with Brewin Dolphin on 14 pension funds
  • Pensions
Canada Life links with Brewin Dolphin on 14 pension funds

Seven active and seven passive

  • 12 November 2020
Cross-party MPs push Pensions Bill amendment to boost guidance take-up
  • Pensions
Cross-party MPs push Pensions Bill amendment to boost guidance take-up

Ahead of report stage

  • 12 November 2020
Chappell faces fourth bankruptcy to pay £9.5m BHS pension contributions
  • Pensions
Chappell faces fourth bankruptcy to pay £9.5m BHS pension contributions

Jailed for six years

  • 12 November 2020
Gender pension gap narrows but pay gap hits women's savings - Scottish Widows
  • Pensions
Gender pension gap narrows but pay gap hits women's savings - Scottish Widows

The gender pension gap has narrowed to 1%, but the pay gap and part-time working ratio mean women are still saving less per year than men, according to Scottish Widows.

  • 11 November 2020
'Take the pledge': Regulator urges united front on pension scams
  • Pensions
'Take the pledge': Regulator urges united front on pension scams

Public commitment

  • 10 November 2020
Millions of self-employed 'locked out' of pension saving - research
  • Pensions
Millions of self-employed 'locked out' of pension saving - research

‘Valuable and concerning research’

  • 10 November 2020
SIPP complaints up 30% and more than half upheld in Q2 - FOS data
  • Pensions
SIPP complaints up 30% and more than half upheld in Q2 - FOS data

OPT complaints down

  • 09 November 2020
Dominic Chappell jailed for tax evasion after BHS purchase
  • Pensions
Dominic Chappell jailed for tax evasion after BHS purchase

Bought company for £1

  • 06 November 2020
Responsible investment bill proposed to provide 'clear pathway' on trustee ESG duties
  • Investment
Responsible investment bill proposed to provide 'clear pathway' on trustee ESG duties

Align with Paris Agreement goal

  • 06 November 2020
WPC chair submits amendment to Pensions Bill for greater emphasis on pre-retirement guidance
  • Pensions
WPC chair submits amendment to Pensions Bill for greater emphasis on pre-retirement guidance

Headed up 3 November

  • 02 November 2020
Number of people withdrawing from pensions up 6% in Q3 - HMRC data
  • Pensions
Number of people withdrawing from pensions up 6% in Q3 - HMRC data

But amount of money withdrawn down

  • 30 October 2020
Investors up pressure on FTSE bosses' pensions in 'unprecedented AGM season'
  • Pensions
Investors up pressure on FTSE bosses' pensions in 'unprecedented AGM season'

IA Public Register data

  • 19 October 2020
Strict financial advice rules leave pension savers open to 'ingenious' scammers
  • Pensions
Strict financial advice rules leave pension savers open to 'ingenious' scammers

Trustees fear breaking the rules

  • 14 October 2020
Older divorcees missing out on state pension uplift advice
  • Pensions
Older divorcees missing out on state pension uplift advice

‘Little understood’ system

  • 07 October 2020
Campaigners publish open letter to PM after pension scam meeting
  • Pensions
Campaigners publish open letter to PM after pension scam meeting

'Festering sore on the face of pensions'

  • 30 September 2020
Government launches small pension pots taskforce
  • Pensions
Government launches small pension pots taskforce

Numbers jumped due to auto-enrolment

  • 22 September 2020
Tom Selby: A Covid-19 pension tax relief raid could exacerbate generational pensions divide
  • Pensions
Tom Selby: A Covid-19 pension tax relief raid could exacerbate generational pensions divide

The DB challenge

  • 17 September 2020
Large DB schemes set to test PPF Covid-19 sustainability
  • Pensions
Large DB schemes set to test PPF Covid-19 sustainability

Could be more than £20bn hit

  • 27 August 2020
Jamie Smith: Advice essential for pandemic-panicked retirement savers
  • Retirement
Jamie Smith: Advice essential for pandemic-panicked retirement savers

Market turmoil erodes trust

  • 13 August 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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