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
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • 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
      • Fidelity Adviser Solutions 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

Aj Bell

Wrap/platforms

Worst platform cash rates revealed

Investors are getting dismal interest rates when they hold cash on the UK's biggest advised platforms, with some actually making a loss after fees, an investigation by Professional Adviser has found.

clock 10 June 2015 •

Wrap/platforms

Woodford returns to AJ Bell with £21m investment

Neil Woodford has made a new investment in AJ Bell via a fundraising round which ensures the Invesco Perpetual-backed platform will remain a private company.

clock 08 June 2015 •

Tax Planning

I was right all along: Mike Morrison on HMRC's latest IHT update

Mike Morrison's take on HMRC's IHT update

clock 03 June 2015 •

Estate planning

Mike Morrison: Death benefit complexities bring advice opportunity

Death benefit complexities bring advice opportunity

clock 05 May 2015 •

Your profession

Peter Hargreaves drops ten places on Sunday Times Rich List

Billionaire Peter Hargreaves has dropped ten places on the Sunday Times Rich List losing about £496m from his personal fortune in the past 12 months.

clock 26 April 2015 •

Estate planning

Review legacy pensions now to avoid 'future death benefit complaints', advisers warned

Standard Life is urging advisers to review their clients' legacy personal pensions to avoid their beneficiaries being forced to buy an annuity when they inherit the pots and avoid potential future negligence claims.

clock 24 April 2015 •

Pensions

Death benefits: Why expression of wish forms have never been so important

Why expression of wish forms have never been so important

clock 13 April 2015 • 4 min read

Regulation

Mike Morrison: It's time for a rethink on DB pension transfer advice

It’s time for a rethink on DB pension transfer advice

clock 12 March 2015 •

Your profession

Revealed: All the winners at the Professional Adviser Awards 2015

Carbon Financial Partners took home the inaugural Adviser Firm of the Year (UK) trophy at the 2015 Professional Adviser Awards, which recognises excellence across adviser firms, providers, platforms and asset managers.

clock 13 February 2015 •

Income

Mike Morrison asks: Why bother with UFPLS?

Mike Morrison asks: Why bother with UFPLS?

clock 10 February 2015 •
555657
  • 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?page type=listing page&tag=aj bell