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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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Adviser tips

Simon Rogerson: Three ways to start preparing for the future now
  • Adviser tips
Simon Rogerson: Three ways to start preparing for the future now

Financial planning in the 2020s

  • 14 September 2018
Rory Percival publishes DB transfer guide for advisers
  • Adviser tips
Rory Percival publishes DB transfer guide for advisers

Covers guidance, suitability, risk controls

  • 03 September 2018
DB transfer advisers face 'substantial' PI premium hikes
  • Adviser tips
DB transfer advisers face 'substantial' PI premium hikes

One firm saw bill rise from £16,000 to £70,000

  • 22 August 2018
Pros and cons of social media scheduling for advisers
  • Adviser tips
Pros and cons of social media scheduling for advisers

Consistency and compliance vs. slower reaction time

  • 20 August 2018
Tim Sargisson: Knowing the price of everything, the value of nothing III
  • Adviser tips
Tim Sargisson: Knowing the price of everything, the value of nothing III

Where true value lies

  • 14 August 2018
Income Protection Task Force launches dedicated website
  • Income Protection
Income Protection Task Force launches dedicated website

Go-to place for IP information

  • 09 August 2018
Advisers risk missing out on inherited money by ignoring younger clients - Sanlam UK
  • Adviser tips
Advisers risk missing out on inherited money by ignoring younger clients - Sanlam UK

66% do not engage with under 45s

  • 17 July 2018
Rory Percival: Client files must include 'colour and detail' to satisfy FCA
  • Adviser tips
Rory Percival: Client files must include 'colour and detail' to satisfy FCA

Put detail in suitability reports

  • 11 July 2018
Shelly Durrant: Communicating the power of PR
  • Adviser tips
Shelly Durrant: Communicating the power of PR

In tandem with business goals

  • 28 June 2018
Suspected 'scam artist' takes second shot at advisers
  • Adviser tips
Suspected 'scam artist' takes second shot at advisers

Suspected malware

  • 26 June 2018
Roland Rawicz-Szczerbo: It's about time …
  • Adviser tips
Roland Rawicz-Szczerbo: It's about time …

Fours steps to better time management

  • 18 June 2018
Adviser organises specialist DB transfer event in steelworks' shadow
  • Adviser tips
Adviser organises specialist DB transfer event in steelworks' shadow

10 and 11 July

  • 14 June 2018
David Beacham: Future-proof your practice
  • Adviser tips
David Beacham: Future-proof your practice

Planning to succeed

  • 30 May 2018
Kirsty Mears: Advisers should focus on the pensioner income gap
  • Adviser tips
Kirsty Mears: Advisers should focus on the pensioner income gap

Later-life planning

  • 24 May 2018
Ambulance chasers turn focus on SIPPs as 'PPI claim pit' runs dry
  • Pensions
Ambulance chasers turn focus on SIPPs as 'PPI claim pit' runs dry

'Visibly trawling for prospective clients'

  • 22 May 2018
Karen King: How continuous learning can improve your business
  • Adviser tips
Karen King: How continuous learning can improve your business

‘Event-based’ learning less effective

  • 21 May 2018
Halsall case: The court loss that changed financial negligence claims
  • Adviser tips
Halsall case: The court loss that changed financial negligence claims

£6m tax avoidance claim

  • 08 May 2018
 PA360 speaker profile: Janus Henderson's Scott Black
  • Adviser tips
PA360 speaker profile: Janus Henderson's Scott Black

Just WOW!

  • 26 April 2018
Steve Andrews: True or false? Five millennial myths busted
  • Adviser tips
Steve Andrews: True or false? Five millennial myths busted

Entitled, squeezed or both?

  • 13 April 2018
Erica Hancock: Eight later life planning points to work on with clients
  • Adviser tips
Erica Hancock: Eight later life planning points to work on with clients

Make process simple

  • 23 March 2018
Kerry Nelson: We need to talk about markets
  • Adviser tips
Kerry Nelson: We need to talk about markets

Client communication considerations

  • 21 February 2018
Chloe Timperley: Why advice businesses need more creative talent
  • Adviser tips
Chloe Timperley: Why advice businesses need more creative talent

Keep an open mind

  • 29 January 2018
Mickey Morrissey: How to grow your business profitably
  • Adviser tips
Mickey Morrissey: How to grow your business profitably

Core and non-core activity

  • 07 December 2017
Kirsty Mitchell: Elderly clients and the discussion of family wealth
  • Adviser tips
Kirsty Mitchell: Elderly clients and the discussion of family wealth

Wills and lasting powers of attorney

  • 05 December 2017
234

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Adviser receives online abuse and death threats after launching anti-crypto petition
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Advisers to be levied £240m again as FSCS announces £1bn overall levy
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Fidelity joins the party: How vertically integrated firms are shaping up in 2021
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Treasury Taskforce to address FSCS levy concerns and work with FCA
Treasury Taskforce to address FSCS levy concerns and work with FCA
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