Your profession

Your profession

Lawrence Cook: The power of financial advice for decumulation clients

'It will be okay'

clock 09 June 2020 • 4 min read

Your profession

'The power cashflow planning gave me as an advised client'

Last time, our anonymous freelance financial journalist wrote about how it felt to sit before a financial planner and talk about future ideas, hopes and dreams, which came with a healthy dose of reality check. In this blog, our mysterious freelancer wanted...

clock 08 June 2020 • 7 min read

Your profession

'Trust and identification is key with vulnerable clients' - Age UK

Crisis exacerbates vulnerabilities

clock 08 June 2020 • 2 min read

Your profession

PFS extends education programme following positive feedback

900 PFS members signed up

clock 08 June 2020 • 2 min read

Your profession

Quilter's Lighthouse continues to give DB transfer advice despite FCA investigation

Facing more than 40 complaints

clock 08 June 2020 • 2 min read

Your profession

Three things your client may call you about this week ...

SJP denies responsibility for adviser's sales

clock 08 June 2020 • 2 min read

Your profession

Fraud losses from coronavirus scams hit £5m mark

11,000 scams

clock 05 June 2020 • 2 min read

Your profession

FCA contingent charging ban dubbed 'draconian'

Reducing amount of financial advice

clock 05 June 2020 • 6 min read

Your profession

Behavioural economics and building client trust during Covid-19

It's The Pro Adviser Podcast

clock 05 June 2020 • 1 min read

Your profession

Advice firm saves cricket club from folding during lockdown and other good news stories of the week…

Supporting local business

clock 04 June 2020 • 3 min read