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

Your profession

DB transfer complaints to ombudsman jump 44% in 2020
  • Your profession
DB transfer complaints to ombudsman jump 44% in 2020

Jump from 554 in 2019

  • 16 February 2021
PFS vulnerability charter gets 350 adviser signatures in two weeks
  • Your profession
PFS vulnerability charter gets 350 adviser signatures in two weeks

Launched 18 January

  • 15 February 2021
Chris Davies: Using RegTech to tame relentless rising levies
  • Your profession
Chris Davies: Using RegTech to tame relentless rising levies

A more nuanced approach

  • 15 February 2021
National IFA Progeny adds conveyancing expertise with Watsons Law acquisition
  • Companies
National IFA Progeny adds conveyancing expertise with Watsons Law acquisition

Conveyancing, land and property law

  • 15 February 2021
FCA's 52 crypto investigations 'tip of the iceberg' - law firm
  • Your profession
FCA's 52 crypto investigations 'tip of the iceberg' - law firm

Only the beginning

  • 15 February 2021
Three things your client may call you about this week...
  • Your profession
Three things your client may call you about this week...

Weekend headlines

  • 15 February 2021
 Starling says no: Bank declines IFA business but says advisers play 'valuable role'
  • Your profession
Starling says no: Bank declines IFA business but says advisers play 'valuable role'

Advisers consider leaving challenger bank

  • 12 February 2021
Phoenix set to buy 200-year old Standard Life brand from SLA - reports
  • Companies
Phoenix set to buy 200-year old Standard Life brand from SLA - reports

SLA rebranding will not be immediate

  • 12 February 2021
Chris Budd: Putting financial wellbeing into practice
  • Your profession
Chris Budd: Putting financial wellbeing into practice

Wellbeing certificate and audit

  • 12 February 2021
Andrew Rees: Diving into advice fintech - in the middle of a pandemic
  • Technology
Andrew Rees: Diving into advice fintech - in the middle of a pandemic

Development for the future

  • 11 February 2021
Quilter FA School to offer digital courses, M&G Wealth launches academy
  • Your profession
Quilter FA School to offer digital courses, M&G Wealth launches academy

To engage next cohort of advisers

  • 11 February 2021
Kim Bendall: An embarrassment of riches - a tale of two clients
  • Your profession
Kim Bendall: An embarrassment of riches - a tale of two clients

'The best things in life are free'

  • 10 February 2021
Increased FSCS bill would be 'pure theft': Adviser writes to MP over LCF saga
  • Your profession
Increased FSCS bill would be 'pure theft': Adviser writes to MP over LCF saga

FCA incompetent, but Bailey not to blame

  • 10 February 2021
IFAs report 76% PII premium hikes as consumers struggle to access DB transfer advice
  • Your profession
IFAs report 76% PII premium hikes as consumers struggle to access DB transfer advice

‘Profound impact on market’

  • 10 February 2021
AFH sets date for shareholder vote on £225m private equity deal
  • Your profession
AFH sets date for shareholder vote on £225m private equity deal

General meeting on 1 March

  • 10 February 2021
Neil Moles: Who really pays for advice sector private equity deals?
  • Your profession
Neil Moles: Who really pays for advice sector private equity deals?

Multi-million pound deals

  • 10 February 2021
Convenient exit or client sacrifice? Private equity's £3bn march into advice and wealth management
  • Your profession
Convenient exit or client sacrifice? Private equity's £3bn march into advice and wealth management

Nucleus latest firm in PE takeover

  • 09 February 2021
'I hope they keep the ethos': Advisers react to Nucleus acquisition
  • Your profession
'I hope they keep the ethos': Advisers react to Nucleus acquisition

£145m deal

  • 09 February 2021
PIMFA appoints Openwork's Morrow and Investec's Whelan to board
  • Your profession
PIMFA appoints Openwork's Morrow and Investec's Whelan to board

Effective 1 February

  • 08 February 2021
Abandon ship: Four Lighthouse advice firms exit Quilter for Tavistock
  • Your profession
Abandon ship: Four Lighthouse advice firms exit Quilter for Tavistock

'Disruptive'

  • 08 February 2021
CII adds diversity requirement to Aspire apprenticeship scheme
  • Your profession
CII adds diversity requirement to Aspire apprenticeship scheme

Firms who want to sign up to the Chartered Insurance Institute's Aspire apprenticeship programme will now have to meet a diversity and inclusion requirement.

  • 08 February 2021
Major tech changes more likely to cause incidents - FCA
  • Your profession
Major tech changes more likely to cause incidents - FCA

Major technology changes lead to more incidents than lesser ones within financial services firms, research by the Financial Conduct Authority (FCA) has found, and the regulator said while effective risk management is an important component to success....

  • 05 February 2021
Keith Churchouse: Will pensions remain such a comfy place to stay?
  • Your profession
Keith Churchouse: Will pensions remain such a comfy place to stay?

The different meaning of pension

  • 05 February 2021
Lawrence Cook: Breaking the business status quo
  • Your profession
Lawrence Cook: Breaking the business status quo

'Time for a new model, now'

  • 05 February 2021
234

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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