Professional Adviser www.professionaladviser.com Spouses using different advisers can often cause difficulties <img alt="Spouses using different advisers can often cause difficulties" src="https://www.professionaladviser.com/api/v1/wps/e2eeded/b7cf0e2b-4e62-4e65-aae1-6664cb2df3f8/2/iStock-919781838-185x114.jpg" /> <p><!--summary start--> Servicing clients whose spouse or partner has a different adviser makes the planning process more difficult, advisers agree. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e2eeded/b7cf0e2b-4e62-4e65-aae1-6664cb2df3f8/2/iStock-919781838-185x114.jpg https://www.professionaladviser.com/news/4189178/spouses-different-advisers-cause-difficulties https://www.professionaladviser.com/news/4189178/spouses-different-advisers-cause-difficulties https://www.professionaladviser.com/news/4189178/spouses-different-advisers-cause-difficulties Mon, 25 Mar 2024 10:03:55 +0000 Editor's View: A very busy week and a very clear warning <img alt="Editor&#39;s View: A very busy week and a very clear warning" src="https://www.professionaladviser.com/api/v1/wps/9aff1ad/2f7b3c27-0f2e-4285-936d-6db261008814/3/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> It’s been a WEEK over at Professional Adviser HQ! <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/9aff1ad/2f7b3c27-0f2e-4285-936d-6db261008814/3/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4188867/editors-view-busy-warning https://www.professionaladviser.com/news/4188867/editors-view-busy-warning https://www.professionaladviser.com/news/4188867/editors-view-busy-warning Fri, 22 Mar 2024 15:31:48 +0000 Editor's View: Will it be smooth sailing ahead for True Potential? <img alt="Editor&#39;s View: Will it be smooth sailing ahead for True Potential?" src="https://www.professionaladviser.com/api/v1/wps/63899d3/6b69da85-dd1a-4db1-9acd-ab3cdde80199/6/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> A strong theme in our news recently has been the struggling performance of platforms, which naturally means this week’s True Potential results have come as a surprise. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/63899d3/6b69da85-dd1a-4db1-9acd-ab3cdde80199/6/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4185997/editors-view-smooth-sailing-ahead-true-potential https://www.professionaladviser.com/news/4185997/editors-view-smooth-sailing-ahead-true-potential https://www.professionaladviser.com/news/4185997/editors-view-smooth-sailing-ahead-true-potential Fri, 15 Mar 2024 11:08:24 +0000 Editor's View: A very busy work week for financial advisers <img alt="Editor&#39;s View: A very busy work week for financial advisers" src="https://www.professionaladviser.com/api/v1/wps/9aff1ad/2f7b3c27-0f2e-4285-936d-6db261008814/3/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> I imagine you are expecting some chat in today’s column about the Spring Budget. There isn’t going to be much though…I feel you have probably had your share. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/9aff1ad/2f7b3c27-0f2e-4285-936d-6db261008814/3/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4183725/editors-view-busy-financial-advisers https://www.professionaladviser.com/news/4183725/editors-view-busy-financial-advisers https://www.professionaladviser.com/news/4183725/editors-view-busy-financial-advisers Fri, 8 Mar 2024 15:27:39 +0000 Editor's View: When sales managers launch an advice firm <img alt="Editor&#39;s View: When sales managers launch an advice firm" src="https://www.professionaladviser.com/api/v1/wps/5b6b498/2f7b3c27-0f2e-4285-936d-6db261008814/5/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> This week, our top story was about a more unusual financial advice firm launch. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5b6b498/2f7b3c27-0f2e-4285-936d-6db261008814/5/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4180585/editors-view-sales-managers-launch-advice-firm https://www.professionaladviser.com/news/4180585/editors-view-sales-managers-launch-advice-firm https://www.professionaladviser.com/news/4180585/editors-view-sales-managers-launch-advice-firm Fri, 1 Mar 2024 15:27:35 +0000 Editor's View: The mystery case of the anonymous advisers <img alt="Editor&#39;s View: The mystery case of the anonymous advisers " src="https://www.professionaladviser.com/api/v1/wps/ebcd3c4/df7b1d09-5a78-417d-9f82-8a6b0356e0a4/3/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> Our most popular story this week was Wednesday’s news that two advisers were given warnings last summer over a “recklessly designed” and “seriously flawed” defined benefit pension transfer model. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/ebcd3c4/df7b1d09-5a78-417d-9f82-8a6b0356e0a4/3/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4178077/editors-view-mystery-case-anonymous-advisers https://www.professionaladviser.com/news/4178077/editors-view-mystery-case-anonymous-advisers https://www.professionaladviser.com/news/4178077/editors-view-mystery-case-anonymous-advisers Fri, 23 Feb 2024 11:01:12 +0000 Editor's View: A fresh coat of paint for Hurst Point...and more? <img alt="Editor&#39;s View: A fresh coat of paint for Hurst Point...and more?" src="https://www.professionaladviser.com/api/v1/wps/5b6b498/2f7b3c27-0f2e-4285-936d-6db261008814/5/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> There’s nothing like a fresh coat of paint. That saying can, of course, apply physically and metaphorically and this week the latter was true for wealth manager Hurst Point. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5b6b498/2f7b3c27-0f2e-4285-936d-6db261008814/5/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4175297/editors-view-fresh-coat-paint-hurst-point https://www.professionaladviser.com/news/4175297/editors-view-fresh-coat-paint-hurst-point https://www.professionaladviser.com/news/4175297/editors-view-fresh-coat-paint-hurst-point Fri, 16 Feb 2024 15:21:59 +0000 Editor's View: It's just not going all that well for platforms <img alt="Editor&#39;s View: It&#39;s just not going all that well for platforms" src="https://www.professionaladviser.com/api/v1/wps/5b6b498/2f7b3c27-0f2e-4285-936d-6db261008814/5/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> It’s just not going all that well for platforms. We’ve known it for awhile, though new figures from The Lang Cat in our top story this week continue to paint a bad picture. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5b6b498/2f7b3c27-0f2e-4285-936d-6db261008814/5/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4172487/editors-view-platforms https://www.professionaladviser.com/news/4172487/editors-view-platforms https://www.professionaladviser.com/news/4172487/editors-view-platforms Fri, 9 Feb 2024 14:51:04 +0000 Partner Insight: How philanthropy advice could head off a client crisis <img alt="Partner Insight: How philanthropy advice could head off a client crisis" src="https://www.professionaladviser.com/api/v1/wps/f55fbe7/2ca30371-8696-4364-9400-2bf211cf3cf5/22/CAF-report-2023-pic-1-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/f55fbe7/2ca30371-8696-4364-9400-2bf211cf3cf5/22/CAF-report-2023-pic-1-185x114.jpg https://www.professionaladviser.com/sponsored/4156435/caf-advising-the-giving-generation-philanthropy-advice-head-client-crisis https://www.professionaladviser.com/sponsored/4156435/caf-advising-the-giving-generation-philanthropy-advice-head-client-crisis https://www.professionaladviser.com/sponsored/4156435/caf-advising-the-giving-generation-philanthropy-advice-head-client-crisis Thu, 8 Feb 2024 04:13:06 +0000 Editor's View: How do you want advice represented on a TV ad? <img alt="Editor&#39;s View: How do you want advice represented on a TV ad?" src="https://www.professionaladviser.com/api/v1/wps/5b6b498/2f7b3c27-0f2e-4285-936d-6db261008814/5/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> Who would you want to represent this industry on a world scale? Well…maybe not on a world scale, but on a nation-wide TV advert for financial advice. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5b6b498/2f7b3c27-0f2e-4285-936d-6db261008814/5/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4170036/editors-view-advice-represented-tv https://www.professionaladviser.com/news/4170036/editors-view-advice-represented-tv https://www.professionaladviser.com/news/4170036/editors-view-advice-represented-tv Fri, 2 Feb 2024 16:06:25 +0000 Editor's View: More bad news for defined benefit pension transfers <img alt="Editor&#39;s View: More bad news for defined benefit pension transfers" src="https://www.professionaladviser.com/api/v1/wps/e89e020/2f7b3c27-0f2e-4285-936d-6db261008814/6/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> While many in team PA were out and about across England this week for the Multi-Asset Roadshow, yet more bad news in the pension transfer space held our readers’ attention. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e89e020/2f7b3c27-0f2e-4285-936d-6db261008814/6/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4167660/editors-view-bad-news-defined-benefit-pension-transfers https://www.professionaladviser.com/news/4167660/editors-view-bad-news-defined-benefit-pension-transfers https://www.professionaladviser.com/news/4167660/editors-view-bad-news-defined-benefit-pension-transfers Fri, 26 Jan 2024 16:14:13 +0000 Editor's View: Case closed on the adviser and the missing silver... <img alt="Editor&#39;s View: Case closed on the adviser and the missing silver..." src="https://www.professionaladviser.com/api/v1/wps/47bfd28/2f7b3c27-0f2e-4285-936d-6db261008814/4/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> This week, the Financial Conduct Authority announced it had banned a former adviser after it emerged he had handled stolen goods. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/47bfd28/2f7b3c27-0f2e-4285-936d-6db261008814/4/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4165756/editors-view-case-closed-adviser-missing-silver https://www.professionaladviser.com/news/4165756/editors-view-case-closed-adviser-missing-silver https://www.professionaladviser.com/news/4165756/editors-view-case-closed-adviser-missing-silver Fri, 19 Jan 2024 07:00:22 +0000 Editor's View: Making a splash in the UK advice market <img alt="Editor&#39;s View: Making a splash in the UK advice market " src="https://www.professionaladviser.com/api/v1/wps/59aa604/2f7b3c27-0f2e-4285-936d-6db261008814/13/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> We always knew Söderberg & Partners was going to make a splash in the UK market. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/59aa604/2f7b3c27-0f2e-4285-936d-6db261008814/13/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4163289/friday-night-takeaway-splash-uk-advice-market https://www.professionaladviser.com/news/4163289/friday-night-takeaway-splash-uk-advice-market https://www.professionaladviser.com/news/4163289/friday-night-takeaway-splash-uk-advice-market Fri, 12 Jan 2024 15:32:50 +0000 Deputy Editor's View: New Year's resolutions in full flow <img alt="Deputy Editor&#39;s View: New Year&#39;s resolutions in full flow" src="https://www.professionaladviser.com/api/v1/wps/4ec3a90/92307f00-2775-4a1b-8d0f-f35cbb23ce50/7/Jenna-Brown-274-Edit-roi-1-185x114.jpg" /> <p><!--summary start--> Happy New Year to you all and welcome to the first end of the week round-up for 2024. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/4ec3a90/92307f00-2775-4a1b-8d0f-f35cbb23ce50/7/Jenna-Brown-274-Edit-roi-1-185x114.jpg https://www.professionaladviser.com/news/4161010/deputy-editors-view-resolutions-flow https://www.professionaladviser.com/news/4161010/deputy-editors-view-resolutions-flow https://www.professionaladviser.com/news/4161010/deputy-editors-view-resolutions-flow Mon, 8 Jan 2024 07:30:20 +0000 Editor's View: All eyes on platforms' margins and double dipping <img alt="Editor&#39;s View: All eyes on platforms&#39; margins and double dipping" src="https://www.professionaladviser.com/api/v1/wps/3611577/2f7b3c27-0f2e-4285-936d-6db261008814/7/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> Many journalists in the financial planning world have written and spoken for years about platforms’ cash margins and potential attention influx on them from the regulator. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3611577/2f7b3c27-0f2e-4285-936d-6db261008814/7/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4157279/editors-view-eyes-platforms-margins-double-dipping https://www.professionaladviser.com/news/4157279/editors-view-eyes-platforms-margins-double-dipping https://www.professionaladviser.com/news/4157279/editors-view-eyes-platforms-margins-double-dipping Fri, 15 Dec 2023 12:38:30 +0000 Deputy Editor's View: Closing the advice gap for good <img alt="Deputy Editor&#39;s View: Closing the advice gap for good" src="https://www.professionaladviser.com/api/v1/wps/def3519/92307f00-2775-4a1b-8d0f-f35cbb23ce50/6/Jenna-Brown-274-Edit-roi-1-185x114.jpg" /> <p><!--summary start--> Closing the advice gap has been a priority for the regulator for some time and this week it took, in its own words, an “important step change” towards that goal. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/def3519/92307f00-2775-4a1b-8d0f-f35cbb23ce50/6/Jenna-Brown-274-Edit-roi-1-185x114.jpg https://www.professionaladviser.com/news/4154910/deputy-editors-view-closing-advice-gap https://www.professionaladviser.com/news/4154910/deputy-editors-view-closing-advice-gap https://www.professionaladviser.com/news/4154910/deputy-editors-view-closing-advice-gap Fri, 8 Dec 2023 14:40:31 +0000 Editor's View: Round yon platform, pricing that's mild <img alt="Editor&#39;s View: Round yon platform, pricing that&#39;s mild" src="https://www.professionaladviser.com/api/v1/wps/9aff1ad/2f7b3c27-0f2e-4285-936d-6db261008814/3/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> Amid a less than rosy phase for platform performance, our most-read story this week was an interview with Fairstone chief executive Lee Hartley, who is blasting into the market with the launch of the network’s own offering next quarter. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/9aff1ad/2f7b3c27-0f2e-4285-936d-6db261008814/3/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4152383/editors-view-round-yon-platform-pricing-thats-mild https://www.professionaladviser.com/news/4152383/editors-view-round-yon-platform-pricing-thats-mild https://www.professionaladviser.com/news/4152383/editors-view-round-yon-platform-pricing-thats-mild Fri, 1 Dec 2023 15:19:09 +0000 Editor's View: A busy Autumn Statement week for the pensions world <img alt="Editor&#39;s View: A busy Autumn Statement week for the pensions world" src="https://www.professionaladviser.com/api/v1/wps/92b6181/2f7b3c27-0f2e-4285-936d-6db261008814/2/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> Another autumn, another budget. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/92b6181/2f7b3c27-0f2e-4285-936d-6db261008814/2/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4150435/editors-view-busy-autumn-statement-pensions-world https://www.professionaladviser.com/news/4150435/editors-view-busy-autumn-statement-pensions-world https://www.professionaladviser.com/news/4150435/editors-view-busy-autumn-statement-pensions-world Fri, 24 Nov 2023 15:58:55 +0000 Editor's View: The SJP hate train is currently delayed <img alt="Editor&#39;s View: The SJP hate train is currently delayed" src="https://www.professionaladviser.com/api/v1/wps/359115f/308a223d-8f84-4c6e-a724-9d3bf4a2409e/5/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> There truly is nothing more divisive in the industry than the company that employs the majority of it…St James’s Place (SJP). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/359115f/308a223d-8f84-4c6e-a724-9d3bf4a2409e/5/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4148111/editors-view-sjp-hate-train-currently-delayed https://www.professionaladviser.com/news/4148111/editors-view-sjp-hate-train-currently-delayed https://www.professionaladviser.com/news/4148111/editors-view-sjp-hate-train-currently-delayed Fri, 17 Nov 2023 07:30:10 +0000 Deputy Editor's View: Consumer Duty prompts fee changes <img alt="Deputy Editor&#39;s View: Consumer Duty prompts fee changes" src="https://www.professionaladviser.com/api/v1/wps/c3520d2/92307f00-2775-4a1b-8d0f-f35cbb23ce50/12/Jenna-Brown-274-Edit-roi-1-185x114.jpg" /> <p><!--summary start--> Among the barrage of adviser-focused research hurled at Professional Adviser’s news desk this week, Royal London and The Lang Cat’s study into the real-world impact of Consumer Duty stood out. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/c3520d2/92307f00-2775-4a1b-8d0f-f35cbb23ce50/12/Jenna-Brown-274-Edit-roi-1-185x114.jpg https://www.professionaladviser.com/news/4145138/deputy-editors-view-consumer-duty-prompts-fee-changes https://www.professionaladviser.com/news/4145138/deputy-editors-view-consumer-duty-prompts-fee-changes https://www.professionaladviser.com/news/4145138/deputy-editors-view-consumer-duty-prompts-fee-changes Fri, 10 Nov 2023 07:54:30 +0000 Deputy Editor's View: Honouring the finest females in finance <img alt="Deputy Editor&#39;s View: Honouring the finest females in finance" src="https://www.professionaladviser.com/api/v1/wps/2512462/92307f00-2775-4a1b-8d0f-f35cbb23ce50/13/Jenna-Brown-274-Edit-roi-1-185x114.jpg" /> <p><!--summary start--> The Women in Financial Advice Awards 2023 took place this week with the event shining a light on the amazing work women across advice and financial services are doing both in their businesses, with clients and in their local communities. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/2512462/92307f00-2775-4a1b-8d0f-f35cbb23ce50/13/Jenna-Brown-274-Edit-roi-1-185x114.jpg https://www.professionaladviser.com/news/4142127/deputy-editors-view-honouring-finest-females-finance https://www.professionaladviser.com/news/4142127/deputy-editors-view-honouring-finest-females-finance https://www.professionaladviser.com/news/4142127/deputy-editors-view-honouring-finest-females-finance Fri, 3 Nov 2023 07:04:36 +0000 Deputy Editor's View: Is the number really up for smaller firms? <img alt="Deputy Editor&#39;s View: Is the number really up for smaller firms? " src="https://www.professionaladviser.com/api/v1/wps/def3519/92307f00-2775-4a1b-8d0f-f35cbb23ce50/6/Jenna-Brown-274-Edit-roi-1-185x114.jpg" /> <p><!--summary start--> Consolidation continues across the advice space and interest in its coverage is still catching the eye of readers. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/def3519/92307f00-2775-4a1b-8d0f-f35cbb23ce50/6/Jenna-Brown-274-Edit-roi-1-185x114.jpg https://www.professionaladviser.com/news/4139759/deputy-editors-view https://www.professionaladviser.com/news/4139759/deputy-editors-view https://www.professionaladviser.com/news/4139759/deputy-editors-view Mon, 30 Oct 2023 07:32:43 +0000 October 2023: Month in review with senior reporter Isabel Baxter <img alt="October 2023: Month in review with senior reporter Isabel Baxter" src="https://www.professionaladviser.com/api/v1/wps/cf55759/53cc01bd-710f-44a0-a0cc-f2aab4e87974/13/Isabel-Baxter-342-Edit-roi-3-185x114.jpg" /> <p><!--summary start--> From St James’s Place (SJP) fee overhauls to more Financial Conduct Authority (FCA) bans, to new technology integrations, it has continued to be busy as the advice industry heads into Q4… <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/cf55759/53cc01bd-710f-44a0-a0cc-f2aab4e87974/13/Isabel-Baxter-342-Edit-roi-3-185x114.jpg https://www.professionaladviser.com/news/4138643/october-2023-review-senior-reporter-isabel-baxter https://www.professionaladviser.com/news/4138643/october-2023-review-senior-reporter-isabel-baxter https://www.professionaladviser.com/news/4138643/october-2023-review-senior-reporter-isabel-baxter Mon, 30 Oct 2023 07:00:16 +0000 Editor's View: It's all go at SJP but what is actually happening?! <img alt="Editor&#39;s View: It&#39;s all go at SJP but what is actually happening?!" src="https://www.professionaladviser.com/api/v1/wps/5f104da/3dbc4a65-a170-44c8-b443-290836404699/4/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> Clearly nothing else was ever going to be top of the news chart this week but St James’s Place. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5f104da/3dbc4a65-a170-44c8-b443-290836404699/4/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4136781/editors-view-sjp-actually-happening https://www.professionaladviser.com/news/4136781/editors-view-sjp-actually-happening https://www.professionaladviser.com/news/4136781/editors-view-sjp-actually-happening Fri, 20 Oct 2023 09:57:06 +0000 Editor's View: Far more firms need to be looking at how they charge <img alt="Editor&#39;s View: Far more firms need to be looking at how they charge" src="https://www.professionaladviser.com/api/v1/wps/180f7a6/3dbc4a65-a170-44c8-b443-290836404699/2/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> A new report from NextWealth this week found almost a fifth of advisers are planning to make changes to their fee structures over the next year. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/180f7a6/3dbc4a65-a170-44c8-b443-290836404699/2/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4134465/editors-view-firms-looking-charge https://www.professionaladviser.com/news/4134465/editors-view-firms-looking-charge https://www.professionaladviser.com/news/4134465/editors-view-firms-looking-charge Fri, 13 Oct 2023 15:00:35 +0000 Editor's View: We are seeing a slow drip feed of BSPS case work <img alt="Editor&#39;s View: We are seeing a slow drip feed of BSPS case work" src="https://www.professionaladviser.com/api/v1/wps/e41a3f6/3dbc4a65-a170-44c8-b443-290836404699/3/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> In our most-read story this week, the regulator confirmed adviser Simon Hughes would pay £158,000 into the Financial Services Compensation Scheme to compensate for “grossly negligent” advice he gave to British Steel Pension Scheme members. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e41a3f6/3dbc4a65-a170-44c8-b443-290836404699/3/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4132211/editors-view https://www.professionaladviser.com/news/4132211/editors-view https://www.professionaladviser.com/news/4132211/editors-view Fri, 6 Oct 2023 09:55:36 +0000 PA360 North: Last chance to secure a ticket for tomorrow! <img alt="PA360 North: Last chance to secure a ticket for tomorrow!" src="https://www.professionaladviser.com/api/v1/wps/1e6a500/25432894-1cd5-41ff-a7db-c324a6dc1780/17/PA360N22-logo-Black-White-TM-185x114.jpg" /> <p><!--summary start--> Are you ready to hear from a diverse range of industry experts on best business practices? PA360 North is back again – the specialist one-day management conference for financial advisers designed to help you with growing your firm sustainably and profitably. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/1e6a500/25432894-1cd5-41ff-a7db-c324a6dc1780/17/PA360N22-logo-Black-White-TM-185x114.jpg https://www.professionaladviser.com/news/4123843/pa360-north-last-chance-secure-ticket-tomorrow https://www.professionaladviser.com/news/4123843/pa360-north-last-chance-secure-ticket-tomorrow https://www.professionaladviser.com/news/4123843/pa360-north-last-chance-secure-ticket-tomorrow Tue, 3 Oct 2023 10:52:31 +0000 Editor's View: Pensions tax is once again a political football <img alt="Editor&#39;s View: Pensions tax is once again a political football" src="https://www.professionaladviser.com/api/v1/wps/de1d600/3dbc4a65-a170-44c8-b443-290836404699/6/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> It's been one of those ‘will he, won't he' weeks again when it comes to one of the government's favourite political footballs - pensions taxation. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/de1d600/3dbc4a65-a170-44c8-b443-290836404699/6/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4130494/editors-view-pensions-tax-political-football https://www.professionaladviser.com/news/4130494/editors-view-pensions-tax-political-football https://www.professionaladviser.com/news/4130494/editors-view-pensions-tax-political-football Fri, 29 Sep 2023 15:09:45 +0000 Editor's View: Firms behaving badly that you can't look away from <img alt="Editor&#39;s View: Firms behaving badly that you can&#39;t look away from" src="https://www.professionaladviser.com/api/v1/wps/5f104da/3dbc4a65-a170-44c8-b443-290836404699/4/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> It was a firm in South Wales that captured readers’ attention this week. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5f104da/3dbc4a65-a170-44c8-b443-290836404699/4/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4128153/editors-view-firms-behaving-badly-look-away https://www.professionaladviser.com/news/4128153/editors-view-firms-behaving-badly-look-away https://www.professionaladviser.com/news/4128153/editors-view-firms-behaving-badly-look-away Fri, 22 Sep 2023 14:57:02 +0000 Editor's View: The toll of regulation on advisers' mental health <img alt="Editor&#39;s View: The toll of regulation on advisers&#39; mental health" src="https://www.professionaladviser.com/api/v1/wps/e477cf7/3dbc4a65-a170-44c8-b443-290836404699/5/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> A huge number of you clicked on our story this week about CoreData Consumer Duty research. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e477cf7/3dbc4a65-a170-44c8-b443-290836404699/5/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4125954/editors-view-toll-regulation-advisers-mental-health https://www.professionaladviser.com/news/4125954/editors-view-toll-regulation-advisers-mental-health https://www.professionaladviser.com/news/4125954/editors-view-toll-regulation-advisers-mental-health Fri, 15 Sep 2023 14:40:19 +0000 Editor's View: Mind the gap! All aboard the consolidation train <img alt="Editor&#39;s View: Mind the gap! All aboard the consolidation train" src="https://www.professionaladviser.com/api/v1/wps/ce37a06/308a223d-8f84-4c6e-a724-9d3bf4a2409e/4/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> It’s been one of those weeks… again! <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/ce37a06/308a223d-8f84-4c6e-a724-9d3bf4a2409e/4/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4124348/editors-view-mind-gap-aboard-consolidation-train https://www.professionaladviser.com/news/4124348/editors-view-mind-gap-aboard-consolidation-train https://www.professionaladviser.com/news/4124348/editors-view-mind-gap-aboard-consolidation-train Fri, 8 Sep 2023 15:03:48 +0000 Editor's View: It's always worth keeping an eye on pension transfers <img alt="Editor&#39;s View: It&#39;s always worth keeping an eye on pension transfers" src="https://www.professionaladviser.com/api/v1/wps/68ee854/308a223d-8f84-4c6e-a724-9d3bf4a2409e/3/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> I’ve written from both the retail and the institutional side of finance in my time and let me tell you there is one specific topic of keen interest that pops up continuously wherever you are – defined benefit (DB) pensions. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/68ee854/308a223d-8f84-4c6e-a724-9d3bf4a2409e/3/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4123903/editors-view-worth-keeping-eye-pension-transfers https://www.professionaladviser.com/news/4123903/editors-view-worth-keeping-eye-pension-transfers https://www.professionaladviser.com/news/4123903/editors-view-worth-keeping-eye-pension-transfers Fri, 1 Sep 2023 06:20:48 +0000 August 2023: Month in review with editor Hope William-Smith <img alt="August 2023: Month in review with editor Hope William-Smith" src="https://www.professionaladviser.com/api/v1/wps/5f104da/3dbc4a65-a170-44c8-b443-290836404699/4/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> Summer is generally quite quiet for the industry but that did not stop several major stories breaking through during August… <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5f104da/3dbc4a65-a170-44c8-b443-290836404699/4/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4123997/august-2023-review-editor-hope-william-smith https://www.professionaladviser.com/news/4123997/august-2023-review-editor-hope-william-smith https://www.professionaladviser.com/news/4123997/august-2023-review-editor-hope-william-smith Thu, 31 Aug 2023 14:37:58 +0000 Friday Night Takeaway: The interest around the FSCS's work in Wales <img alt="Friday Night Takeaway: The interest around the FSCS&#39;s work in Wales" src="https://www.professionaladviser.com/api/v1/wps/743a424/f98e8ac8-68cb-4c5c-b9f7-34c51a876ac8/1/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> News that the Financial Services Compensation Scheme has declared a firm with links to British Steel Pension Scheme advice in default is, sadly, not unusual. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/743a424/f98e8ac8-68cb-4c5c-b9f7-34c51a876ac8/1/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4122497/friday-night-takeaway-interest-fscss-wales https://www.professionaladviser.com/news/4122497/friday-night-takeaway-interest-fscss-wales https://www.professionaladviser.com/news/4122497/friday-night-takeaway-interest-fscss-wales Fri, 18 Aug 2023 11:27:13 +0000 Editor's View: New advice models for a changing industry <img alt="Editor&#39;s View: New advice models for a changing industry" src="https://www.professionaladviser.com/api/v1/wps/b9a25f1/8a7f9c50-4f60-42cf-8cba-c978bfe24ae3/2/Hope-William-Smith-2-roi-1-185x114.jpg" /> <p><!--summary start--> Just when you thought Quilter couldn’t get any more confusing, it has a new adviser proposition on the horizon! <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b9a25f1/8a7f9c50-4f60-42cf-8cba-c978bfe24ae3/2/Hope-William-Smith-2-roi-1-185x114.jpg https://www.professionaladviser.com/news/4122095/editors-view-advice-models-changing-industry https://www.professionaladviser.com/news/4122095/editors-view-advice-models-changing-industry https://www.professionaladviser.com/news/4122095/editors-view-advice-models-changing-industry Mon, 14 Aug 2023 12:14:41 +0000 Editor's View: The week that was THE week for the industry <img alt="Editor&#39;s View: The week that was THE week for the industry" src="https://www.professionaladviser.com/api/v1/wps/1bbb9c6/91292fa7-52f1-454a-9242-58924e77e57e/3/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> In the week that was THE week (i.e. Consumer Duty day), our biggest news story was findings that advisers hold concerns over the affect the new regulation may have on the advice gap. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/1bbb9c6/91292fa7-52f1-454a-9242-58924e77e57e/3/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4121624/editors-view-4-august https://www.professionaladviser.com/news/4121624/editors-view-4-august https://www.professionaladviser.com/news/4121624/editors-view-4-august Fri, 4 Aug 2023 12:18:04 +0000 Editor's View: IHT and the risks faced by blended families <img alt="Editor&#39;s View: IHT and the risks faced by blended families" src="https://www.professionaladviser.com/api/v1/wps/92b6181/2f7b3c27-0f2e-4285-936d-6db261008814/2/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> This week's most-read news story was findings from Abrdn on inheritance tax and the growing concern of traps for blended or non-traditional families. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/92b6181/2f7b3c27-0f2e-4285-936d-6db261008814/2/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4121158/editors-view-iht-risks-faced-blended-families https://www.professionaladviser.com/news/4121158/editors-view-iht-risks-faced-blended-families https://www.professionaladviser.com/news/4121158/editors-view-iht-risks-faced-blended-families Fri, 28 Jul 2023 06:54:26 +0000 Editor's View: Tax consultations with hidden bombshells <img alt="Editor&#39;s View: Tax consultations with hidden bombshells" src="https://www.professionaladviser.com/api/v1/wps/47bfd28/2f7b3c27-0f2e-4285-936d-6db261008814/4/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> Tax consultations always contain a few hidden bombshells and this week, it was an unexpected trap around inheriting pension pots that caught readers’ attention. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/47bfd28/2f7b3c27-0f2e-4285-936d-6db261008814/4/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4120679/editors-view-tax-consultations-hidden-bombshells https://www.professionaladviser.com/news/4120679/editors-view-tax-consultations-hidden-bombshells https://www.professionaladviser.com/news/4120679/editors-view-tax-consultations-hidden-bombshells Mon, 24 Jul 2023 06:02:34 +0000 Editor's View: The FCA and a 'lighter touch' on regulation <img alt="Editor&#39;s View: The FCA and a &#39;lighter touch&#39; on regulation " src="https://www.professionaladviser.com/api/v1/wps/180f7a6/3dbc4a65-a170-44c8-b443-290836404699/2/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> ‘The Financial Conduct Authority may be adopting a lighter regulatory touch’… let’s let that sink in. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/180f7a6/3dbc4a65-a170-44c8-b443-290836404699/2/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4120193/editors-view-fca-lighter-touch-regulation https://www.professionaladviser.com/news/4120193/editors-view-fca-lighter-touch-regulation https://www.professionaladviser.com/news/4120193/editors-view-fca-lighter-touch-regulation Mon, 17 Jul 2023 06:15:02 +0000