professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Investing in the profession

Investing in the profession

IFP unveils pension and retirement RDR gap-fill programme

The Institute of Financial Planning (IFP) has launched an online learning programme designed to help advisers fill any knowledge gaps they may have ahead of the Retail Distribution Review (RDR).

clock 01 September 2011 •

Investing in the profession

Tenet offers to loan advisers cash to cover exam costs

IFA services provider Tenet is offering all advisers interest-free loans to cover the cost of meeting new minimum qualification requirements ahead of the Retail Distribution Review (RDR).

clock 01 September 2011 •

Investing in the profession

Has this woman found a mass-market 'advice' solution?

No products, no intermediation and just £85 per hour. Has Simonne Gnessen, founder of Wise Monkey Financial Coaching, found a profitable way for IFAs to cater for the mass market? Rahul Odedra investigates...

clock 01 September 2011 •

Investing in the profession

Old Mill launches FP and accountacy training scheme

Old Mill is launching a training scheme for young people interested in a career in financial planning or accountancy and looking for an alternative route to university.

clock 30 August 2011 •

Investing in the profession

Top tips for setting up a successful business

With the government announcing its latest ‘enterprise zones', unbiased.co.uk has put together some top tips with the help of its expert panel of professional advisers to help people set up successful businesses...

clock 30 August 2011 •

Investing in the profession

Case study: How to use discounted gift trusts effectively

Paul Thompson, tax & estate planning consultant at Canada Life, explains how a Discounted Gift Trust can be a highly IHT-efficient planning tool.

clock 25 August 2011 •

Investing in the profession

RDR and qualifications: The definitive Q&A

Advisers are now largely clear on what they need to do to meet the requirements of the Retail Distribution Review (RDR) from 1 January 2013. However, there are still a few queries arising, particularly regarding less conventional scenarios. The Personal...

clock 25 August 2011 •

Investing in the profession

How to get the most out of your professional body

Will Goodhart, chief executive of the CFA Society of the UK, explains why there is more to belonging to an industry body than professional accreditation.

clock 25 August 2011 •

Investing in the profession

NMBA launches RDR 'fast track' for firms

The New Model Business Academy (NMBA) and consultancy firm New Adviser have launched a ‘fast track'programme to help advisers meet the RDR requirements in the 500 days left until 1 January 2013.

clock 19 August 2011 •

Technology

How Lighthouse is using technology to get RDR-ready

Nothing however beats learning about how these solutions are used in real life so we have taken a few weeks out to speak to the networks and service providers about the problems they are trying to solve and the best solutions they have found, including...

clock 18 August 2011 •
404142
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=investing in the profession&page type=listing page