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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
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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

Regulation

FCA opened 67 investigations into DB transfer advice over last three years
  • Regulation
FCA opened 67 investigations into DB transfer advice over last three years

Consumer complaints against firms for misadvised DB transfers also rising

  • 16 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
Revamped wake-up packs 'fail to boost' pension freedom guidance take up
  • Retirement
Revamped wake-up packs 'fail to boost' pension freedom guidance take up

Changed in November last year

  • 04 November 2020
Alistair Wilson: Three issues FCA must solve in 180-day property redemptions plan
  • Property Investment
Alistair Wilson: Three issues FCA must solve in 180-day property redemptions plan

The question is: what is the right thing to do?

  • 12 October 2020
Treasury opens pensions tax relief admin consultation and admits past failings
  • Regulation
Treasury opens pensions tax relief admin consultation and admits past failings

Admits past failings

  • 21 July 2020
PPF compensation cap deemed age discriminatory
  • Retirement
PPF compensation cap deemed age discriminatory

By High Court

  • 22 June 2020
FCA must re-think investment pathways 'long-term income' option - EValue
  • Regulation
FCA must re-think investment pathways 'long-term income' option - EValue

FCA board to make decision

  • 03 April 2020
Keith Richards: 'Current FSCS levy system outdated'
  • Your profession
Keith Richards: 'Current FSCS levy system outdated'

Following FCA letter

  • 22 January 2020
FCA says lack of proper PI cover places 'unfair' burden on FSCS and firms
  • Your profession
FCA says lack of proper PI cover places 'unfair' burden on FSCS and firms

Dear CEO letter sent today

  • 21 January 2020
Dominic Chappell ordered to pay £9.5m into BHS pension schemes
  • Retirement
Dominic Chappell ordered to pay £9.5m into BHS pension schemes

Bought BHS for £1

  • 14 January 2020
LC&F and Lloyds victims to protest outside FCA headquarters
  • Your profession
LC&F and Lloyds victims to protest outside FCA headquarters

And other investors

  • 03 December 2019
Contingent charging ban could 'severely' cut DB advice supply
  • Regulation
Contingent charging ban could 'severely' cut DB advice supply

Consultation closes on 30 October

  • 30 October 2019
FCA's refreshed wake-up packs 'still not enough' for savers
  • Pensions
FCA's refreshed wake-up packs 'still not enough' for savers

Sent to retirement savers at age 50

  • 29 October 2019
Treasury Committee urges expansion of FCA's powers
  • Regulation
Treasury Committee urges expansion of FCA's powers

Expanding the 'regulatory perimeter'

  • 02 August 2019
FCA to implement compulsory investment pathways for non-advised drawdown
  • Regulation
FCA to implement compulsory investment pathways for non-advised drawdown

Defined contribution (DC) drawdown providers will have to offer non-advised consumers investment pathways from August 2020, the Financial Conduct Authority (FCA) has said.

  • 30 July 2019
'Unfortunately, you can't enforce ethics in regulation' - reactions to FCA measures
  • Regulation
'Unfortunately, you can't enforce ethics in regulation' - reactions to FCA measures

Pension transfer proposals

  • 30 July 2019
Firms with transfer permissions to submit data to FCA every six months
  • Regulation
Firms with transfer permissions to submit data to FCA every six months

Consultation paper

  • 30 July 2019
FCA aims to bolster pension transfer protections with trio of measures
  • Regulation
FCA aims to bolster pension transfer protections with trio of measures

Retirement Outcomes Review final statement

  • 30 July 2019
TPR looking into seven scam investigations posing £55m loss to savers
  • Regulation
TPR looking into seven scam investigations posing £55m loss to savers

52 schemes, 38 suspects

  • 23 July 2019
Treasury confirms discriminatory rules to be fixed after Supreme Court ruling
  • Regulation
Treasury confirms discriminatory rules to be fixed after Supreme Court ruling

Across all public sector schemes

  • 16 July 2019
Government will not legislate to equalise widowers' survivor benefits
  • Regulation
Government will not legislate to equalise widowers' survivor benefits

No further retrospective changes

  • 05 July 2019
Government denied leave to appeal £4bn-a-year discrimination ruling
  • Regulation
Government denied leave to appeal £4bn-a-year discrimination ruling

Public service pensions

  • 28 June 2019
Adrian Boulding: Intergenerational financial differences move up agenda
  • Regulation
Adrian Boulding: Intergenerational financial differences move up agenda

Income uncertainties

  • 27 June 2019
FCA data 'does not reveal widespread advice issue' - PFS
  • Regulation
FCA data 'does not reveal widespread advice issue' - PFS

DB data published last week

  • 25 June 2019
123

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Revealed: PA Awards 2021 Adviser Firm of the Year shortlists
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US private equity firm set to acquire AFH in £225m deal
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