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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

Claire Trott: Which pension tax relief option is best for clients?
  • Tax Planning
Claire Trott: Which pension tax relief option is best for clients?

Call for evidence will highlight problems

  • 11 August 2020
No change in plans for Covid-19, say three-in-four DB schemes
  • Pensions
No change in plans for Covid-19, say three-in-four DB schemes

LCP research

  • 07 August 2020
HMRC figures show plunging pension freedom withdrawals
  • Pensions
HMRC figures show plunging pension freedom withdrawals

18% year-on-year decrease

  • 31 July 2020
Richard Mattison: How advisers and providers are remodeling post-pandemic pensions
  • Pensions
Richard Mattison: How advisers and providers are remodeling post-pandemic pensions

Covid-19 crisis acts as catalyst

  • 30 July 2020
Commentators welcome timely WPC impact of freedoms inquiry
  • Pensions
Commentators welcome timely WPC impact of freedoms inquiry

Fraudsters a 'scourge'

  • 29 July 2020
Work and Pensions Committee confirms inquiry into impact of pension freedoms
  • Pensions
Work and Pensions Committee confirms inquiry into impact of pension freedoms

Scams under microscope first

  • 28 July 2020
Tributes paid to Curtis Banks marketing and comms expert Greg Kingston
  • Pensions
Tributes paid to Curtis Banks marketing and comms expert Greg Kingston

'A true friend'

  • 27 July 2020
Tax-free lump sum pension withdrawals halve during Covid-19
  • Pensions
Tax-free lump sum pension withdrawals halve during Covid-19

Dropped 53%

  • 27 July 2020
Curtis Banks acquires Dunstan Thomas and Talbot and Muir
  • Pensions
Curtis Banks acquires Dunstan Thomas and Talbot and Muir

Fintech business and rival provider

  • 23 July 2020
Advice is 'missing link' in true pension freedom success
  • Pensions
Advice is 'missing link' in true pension freedom success

Openwork survey of advisers

  • 21 July 2020
Adviser nets client £47,000 compensation for minimal claims fee
  • Your profession
Adviser nets client £47,000 compensation for minimal claims fee

‘All IFAs should offer this’

  • 16 July 2020
'Busy summer ahead' as pensions dashboard project gathers pace
  • Pensions
'Busy summer ahead' as pensions dashboard project gathers pace

PP Live events

  • 15 July 2020
Dashboard data call for input launched as schemes urged to get 'on the front foot'
  • Pensions
Dashboard data call for input launched as schemes urged to get 'on the front foot'

Data standards

  • 06 July 2020
Maps begins market engagement project with pensions dashboard suppliers
  • Pensions
Maps begins market engagement project with pensions dashboard suppliers

Potential suppliers urged to register

  • 22 June 2020
TPR launches interim regime for superfund pension market
  • Pensions
TPR launches interim regime for superfund pension market

No date for permanent regime

  • 18 June 2020
What does the Carey Pensions judgment mean for SIPPs?
  • Pensions
What does the Carey Pensions judgment mean for SIPPs?

Case analysis and takeaways

  • 02 June 2020
TPR chief warns of increased demand for DB transfer CETVs
  • Pensions
TPR chief warns of increased demand for DB transfer CETVs

CETV could be delayed too

  • 26 May 2020
Tributes paid to SIPP and SSAS pioneer Geoffrey Pointon who died after contracting coronavirus
  • Pensions
Tributes paid to SIPP and SSAS pioneer Geoffrey Pointon who died after contracting coronavirus

'Larger than life figure'

  • 09 April 2020
Five to ten years 'reasonable' for pension coronavirus recovery
  • Pensions
Five to ten years 'reasonable' for pension coronavirus recovery

DC schemes feeling the pinch

  • 18 March 2020
Failed GPC SIPP receives 799 FSCS complaints
  • Regulation
Failed GPC SIPP receives 799 FSCS complaints

Failed 17 February

  • 18 February 2020
Pension complaints continue to rise - FOS figures
  • Regulation
Pension complaints continue to rise - FOS figures

Figures for Q2 and Q3

  • 12 February 2020
The five lessons of AE: Nest report details UK pension reform journey
  • Pensions
The five lessons of AE: Nest report details UK pension reform journey

Former ministers and policymakers reveal how AE was developed in new research project from Nest Insight and the University of Bath. Nick Reeve reports.

  • 06 February 2020
Claire Trott: Dealing with the NHS pension dilemma
  • Pensions
Claire Trott: Dealing with the NHS pension dilemma

The doctor will see you now

  • 06 February 2020
Average pension freedom withdrawals at record lows
  • Income
Average pension freedom withdrawals at record lows

Savers behaving responsibly

  • 30 January 2020
234

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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
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