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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: 10 Mar 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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      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
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  • Trending now
  • Sunak freezes LTA
  • Preparing for ESG changes
  • SJP plans 200 job cuts

Your profession

Timeline enters fact find and risk profiling markets
  • Your profession
Timeline enters fact find and risk profiling markets

Launches soon

  • 26 February 2021
Ascot Lloyd grows war chest to £100m after deal with US investment group
  • Your profession
Ascot Lloyd grows war chest to £100m after deal with US investment group

Made 12 acquisitions in 2020

  • 26 February 2021
Carl Lamb: Pandemic shines spotlight on protection
  • Your profession
Carl Lamb: Pandemic shines spotlight on protection

What if?

  • 25 February 2021
OMW's Mugridge on final migration: 'No champagne cork popping just yet'
  • Your profession
OMW's Mugridge on final migration: 'No champagne cork popping just yet'

Final migration this weekend

  • 25 February 2021
SJP plans 200 job cuts as pandemic hits pre-tax profits
  • Your profession
SJP plans 200 job cuts as pandemic hits pre-tax profits

2020 full year results

  • 25 February 2021
Fairstone secures 'major' private equity investment from TA Associates
  • Your profession
Fairstone secures 'major' private equity investment from TA Associates

Alongside current backer Synova

  • 25 February 2021
'Covid-19' delays Schroders Personal Wealth's growth plan by two years
  • Your profession
'Covid-19' delays Schroders Personal Wealth's growth plan by two years

From 2023 to 2025

  • 24 February 2021
Altus launches vulnerability whitepaper following FCA's latest guidance
  • Your profession
Altus launches vulnerability whitepaper following FCA's latest guidance

To help advisers support vulnerable clients

  • 24 February 2021
Registrations open for Sustainable Investment Festival - book your place now
  • Investment
Registrations open for Sustainable Investment Festival - book your place now

Join us on 22-25 June

  • 24 February 2021
Equilibrium's Gaynor Rigby to exit this summer
  • Companies
Equilibrium's Gaynor Rigby to exit this summer

Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.

  • 24 February 2021
Consolidator Kingswood completes WFI purchase with £3.5m payment
  • Companies
Consolidator Kingswood completes WFI purchase with £3.5m payment

Deal struck in 2019

  • 24 February 2021
MPs to investigate advice in ongoing pensions freedom inquiry
  • Your profession
MPs to investigate advice in ongoing pensions freedom inquiry

Deadline 15 May

  • 23 February 2021
From Openwork to The Openwork Partnership: Brand experts assess the change
  • Your profession
From Openwork to The Openwork Partnership: Brand experts assess the change

Small team important

  • 22 February 2021
London-based IFA Finura makes first acquisition
  • Your profession
London-based IFA Finura makes first acquisition

Begins consolidator journey

  • 22 February 2021
Voting is now closed for the PA Personality of the Year 2021
  • Your profession
Voting is now closed for the PA Personality of the Year 2021

Shortlist of seven

  • 22 February 2021
'Very pleased to help': Advisers doing their bit to fight Covid-19
  • Your profession
'Very pleased to help': Advisers doing their bit to fight Covid-19

Vaccination support and shopping for the shielding

  • 19 February 2021
Tim Sargisson: PIMFA and the value of advice
  • Your profession
Tim Sargisson: PIMFA and the value of advice

PIMFA recently published 12 recommendations to fix the advice market. Here, Tim Sargisson assesses the trade body's desires and highlights one fundamental problem with the advice sector, or rather one problematic perception...

  • 18 February 2021
Only three advice firms applied for pension transfer permissions in 2020
  • Regulation
Only three advice firms applied for pension transfer permissions in 2020

FOI

  • 18 February 2021
What should advisers expect from the 2021 Budget?
  • Your profession
What should advisers expect from the 2021 Budget?

With the budget deficit spiralling, how will Chancellor Rishi Sunak start to refill government coffers? Here, Jon Yarker speaks to some experts about what we might expect from this year's Budget...

  • 18 February 2021
Holly Johnson: A positive perspective on lockdown learning
  • Your profession
Holly Johnson: A positive perspective on lockdown learning

Lockdown positives

  • 18 February 2021
Surrey financial planning firms merge and look to avoid minimum portfolio sizes
  • Your profession
Surrey financial planning firms merge and look to avoid minimum portfolio sizes

Surrey firm

  • 18 February 2021
Heather Hopkins: Talking to clients about ESG
  • Investment
Heather Hopkins: Talking to clients about ESG

'What are you trying to achieve with your wealth?'

  • 17 February 2021
Who should be the 2021 PA Personality of the Year? Send in your nominations
  • Your profession
Who should be the 2021 PA Personality of the Year? Send in your nominations

Email us your choice

  • 17 February 2021
Clifton Wealth Partnership adds Hunt Financial Planning as AR
  • Your profession
Clifton Wealth Partnership adds Hunt Financial Planning as AR

Specialises in large estates

  • 16 February 2021
123

Most read

Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021: DWP to backdate £3bn in state pension underpayments to women
Spring Budget 2021: DWP to backdate £3bn in state pension underpayments to women
Spring Budget 2021: Live blog for financial advisers
Spring Budget 2021: Live blog for financial advisers
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
10 key takeaways from the Budget
10 key takeaways from the Budget
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