• 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
  • SJP plans 200 job cuts
  • Phoenix buys SL brand
  • IFA Finura makes first acquisition

uncategorised

Building Society-owned Newcastle Financial Advisers acquires Openwork firm
  • uncategorised
Building Society-owned Newcastle Financial Advisers acquires Openwork firm

First of a number of acquisitions

  • 09 December 2019
Bond managers fear hedges being undermined as liquidity dries up
  • uncategorised
Bond managers fear hedges being undermined as liquidity dries up

The recent sell off in the bond market and growing liquidity issues have forced bond investors to use similar hedging techniques, undermining their effectiveness and causing concerns about how much downside protection funds really have.

  • 03 July 2013
  • uncategorised
Police launch investigation into mortgage middleman fined £1m

West Midlands Police have launched a fraud investigation into a Birmingham financier over his role in sale and rent back agreements.

  • 25 June 2013
  • uncategorised
More than half of employees unaware of AE

Employers need to do more to inform employees unaware of auto-enrolment Scottish Widows research shows.

  • 10 September 2012
  • uncategorised
How can we increase engagement in retirement planning?

Naomi Osinnowo asks what needs to be done to get people to engage with retirement planning.

  • 06 September 2012
Industry 'horrified' by Lib Dems threats to savings tax relief
  • uncategorised
Industry 'horrified' by Lib Dems threats to savings tax relief

Industry experts are "horrified" that the Liberal Democrats are considering cutting tax relief on ISAs and pension contributions for the wealthy.

  • 05 September 2012
  • uncategorised
One in six workers 'lost track' of pension pot

A sixth of workers have lost track of a company pension fund after moving jobs and the vast majority have no idea how much their contributions amount to, Prudential research has found.

  • 05 September 2012
Three things we learned this week
  • uncategorised
Three things we learned this week

Retirement Planner's round-up of the top pension stories this week.

  • 04 September 2012
Duncan Smith keeps top DWP job in reshuffle
  • uncategorised
Duncan Smith keeps top DWP job in reshuffle

Number 10 has announced that secretary for work and pensions Iain Duncan Smith will remain in post after the cabinet reshuffle.

  • 04 September 2012
  • uncategorised
Tribunal backs regulators' ban on Freedom SIPP directors

Two directors of self-invested personal pension outfit The Freedom SIPP have lost their legal battle to appeal against being banned from acting as trustees by two financial watchdogs.

  • 03 September 2012
  • uncategorised
Quarterly enhanced annuity sales reach 'landmark' £1bn

Enhanced annuity sales exceeded a billion pounds in the second quarter of the year, according to research by Towers Watson.

  • 30 August 2012
  • uncategorised
Stripping down the state pension

RETIREMENT

  • 30 August 2012
  • uncategorised
Pensions charges - the wider picture

Steve Watson takes a look at the debate on pension fund charges

  • 29 August 2012
  • uncategorised
Income drawdown vs annuities - where is the income balance?

Difficult conditions in the income drawdown market mean some clients can now get more income from a standard annuity. Helen Morrissey looks at what this means for the industry

  • 29 August 2012
A time for cash
  • uncategorised
A time for cash

Peter Beavis discusses the role cash can play in a retirement income strategy.

  • 29 August 2012
Pensioners gain £13 billion on property value
  • uncategorised
Pensioners gain £13 billion on property value

Retired homeowners gained a total of £13.66 billion on their property value in the past three months, research has found.

  • 29 August 2012
  • uncategorised
Dentons updates SIPP portal for advisers

Dentons Pension Management has enhanced its web portal to give advisers 24 hour access to client portfolios.

  • 28 August 2012
  • uncategorised
Three things we learned this week

Retirement Planner's round-up of the top pension stories this week.

  • 28 August 2012
RP Poll: UCIS ban
  • uncategorised
RP Poll: UCIS ban

In this week's quick fire poll we ask: Are you happy with the FSA's decision to ban UCIS sales to retail investors?

  • 28 August 2012
  • uncategorised
Is the sun setting on overseas retirement planning?

Fiona Murphy goes through this month's Inquiry on retiring abroad

  • 28 August 2012
The rise of Sharia compliant retirement planning
  • uncategorised
The rise of Sharia compliant retirement planning

Fiona Murphy looks at the growing interest in Islamic pension products and SIPP investments

  • 28 August 2012
  • uncategorised
Delaying annuity purchase 'not worthwhile' as rates unlikely to rise

Retirees who delay buying an annuity for two years in the hope of rate rises are unlikely to ever recoup the money they would ‘lose out' on, a provider has warned.

  • 28 August 2012
  • uncategorised
ABI urges regulators to unify on pension charging disclosure

Association of British Insurers (ABI) will work with the Financial Services Authority (FSA) and The Pensions Regulator (TPR) on a consistent ‘disclosure protocol' for pension charges.

  • 23 August 2012
Auto-enrolment to shift SIPP focus to wealthy clients - Dentons
  • uncategorised
Auto-enrolment to shift SIPP focus to wealthy clients - Dentons

Auto-enrolment will reduce demand for self-invested personal pensions at the lower-earning end of the retirement market, Martin Tilley, technical services director at Dentons says.

  • 23 August 2012
123

Most read

SJP plans 200 job cuts as pandemic hits pre-tax profits
SJP plans 200 job cuts as pandemic hits pre-tax profits
Phoenix buys Standard Life brand
Phoenix buys Standard Life brand
Chancellor Sunak 'likely' to freeze lifetime allowance - reports
Chancellor Sunak 'likely' to freeze lifetime allowance - reports
FOS partially upholds ongoing advice complaint against TenetConnect
FOS partially upholds ongoing advice complaint against TenetConnect
From Openwork to The Openwork Partnership: Brand experts assess the change
From Openwork to The Openwork Partnership: Brand experts assess the change
  • 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