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

Investing in the profession

Advisers urged to encourage 'frugal' retirees to spend more
  • Your profession
Advisers urged to encourage 'frugal' retirees to spend more

6.4% of over 80s saving for end of life needs

  • 21 January 2021
The Art of Finance to host exam revision workshops
  • Your profession
The Art of Finance to host exam revision workshops

Two-day remote learning sessions

  • 21 January 2021
Adviser launches petition to stop UK cryptocurrency transactions
  • Investing in the profession
Adviser launches petition to stop UK cryptocurrency transactions

To prevent scams

  • 13 January 2021
'Looks like a swimming certificate': No CII plans to U-turn on digital copies while adviser shuns Fellowship status chase over exam difficulties
  • Your profession
'Looks like a swimming certificate': No CII plans to U-turn on digital copies while adviser shuns Fellowship status chase over exam difficulties

Too much trouble

  • 11 January 2021
Tragic adviser drowns himself after Covid-19 'ruined' business
  • Investing in the profession
Tragic adviser drowns himself after Covid-19 'ruined' business

Business of 30 years

  • 02 December 2020
PFS works with ITN on financial wellbeing show
  • Investing in the profession
PFS works with ITN on financial wellbeing show

News-style programme

  • 27 February 2020
Dominic Sanzari: Financial planners - the next generation
  • Investing in the profession
Dominic Sanzari: Financial planners - the next generation

Dominic Sanzari, 26, was an unhappy accountant but now he's an ecstatic associate financial planner. Here he explains how the Succession Wealth graduate programme enabled his dream to become reality

  • 11 February 2020
PFS honours exceptional regional officers
  • Investing in the profession
PFS honours exceptional regional officers

Ceremony at Luton Hoo

  • 30 January 2020
CISI calls on advisers to sign up for UK Financial Planning Week
  • Investing in the profession
CISI calls on advisers to sign up for UK Financial Planning Week

From 3 to 10 October

  • 25 September 2018
CII launches consultation seeking feedback on Chartered proposition
  • Investing in the profession
CII launches consultation seeking feedback on Chartered proposition

11 years since launch of three Chartered titles

  • 16 August 2018
Profession's collaboration 'powerful' in attracting young talent
  • Investing in the profession
Profession's collaboration 'powerful' in attracting young talent

‘Future of Advice’ student placement project

  • 06 August 2018
Fiducia Wealth Management becomes SIFA member
  • Investing in the profession
Fiducia Wealth Management becomes SIFA member

Supports more than 160 companies

  • 27 July 2018
SJP sees 32 complete adviser training programme
  • Investing in the profession
SJP sees 32 complete adviser training programme

400 have graduated from academy

  • 01 May 2018
OMW's Financial Adviser School to offer Chartered qualification
  • Investing in the profession
OMW's Financial Adviser School to offer Chartered qualification

To go live in Q3

  • 18 April 2018
How quality assurance can help identify vulnerable customers
  • Investing in the profession
How quality assurance can help identify vulnerable customers

Beware ‘temporary’ vulnerability

  • 19 February 2018
SJP adviser becomes UK's youngest Chartered financial planner
  • Investing in the profession
SJP adviser becomes UK's youngest Chartered financial planner

Former professional tennis player

  • 15 February 2018
NMBA apprenticeship scheme gains green light from SFA
  • Investing in the profession
NMBA apprenticeship scheme gains green light from SFA

Programme launches July 2017

  • 30 March 2017
PFS receives 300+ responses to new adviser development programme
  • Investing in the profession
PFS receives 300+ responses to new adviser development programme

Looking to extend the programme

  • 13 March 2017
NMBA applies to be government-recognised training body
  • Investing in the profession
NMBA applies to be government-recognised training body

Apprenticeship Standard a 'game-changer'

  • 09 December 2016
Grow your own paraplanner: How to take on graduates
  • Adviser tips
Grow your own paraplanner: How to take on graduates

Cathi Harrison explores the options

  • 19 August 2016
Three fundamental principles of financial planning
  • Adviser tips
Three fundamental principles of financial planning

The right culture is essential...

  • 10 August 2016
PFS aims to grow MoneyPlan guidance service by 70%
  • Investing in the profession
PFS aims to grow MoneyPlan guidance service by 70%

And is urging more advisers to join

  • 11 July 2016
CII launches new starter life and pensions exam
  • Pensions
CII launches new starter life and pensions exam

Level 3 certificate develops knowledge and understanding

  • 07 July 2016
Robo-advice will be replaced 'within five years'
  • Software
Robo-advice will be replaced 'within five years'

AI research will outsmart human brain

  • 12 February 2016
123

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Revealed: PA Awards 2021 Adviser Firm of the Year shortlists
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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