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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: 24 Feb 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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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-24 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
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  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th

Canada Life

Pension contributions drop 11% during first lockdown
  • Retirement
Pension contributions drop 11% during first lockdown

‘Dramatic’ drop due to pandemic’s economic impact

  • 13 January 2021
Covid wealth tax proposals 'unlikely' to progress under Tory government
  • Tax Planning
Covid wealth tax proposals 'unlikely' to progress under Tory government

Report outlined one-off 5% tax on wealth above £500k

  • 09 December 2020
Canada Life links with Brewin Dolphin on 14 pension funds
  • Pensions
Canada Life links with Brewin Dolphin on 14 pension funds

Seven active and seven passive

  • 12 November 2020
Financial planning no longer 'taboo' topic
  • Your profession
Financial planning no longer 'taboo' topic

Lockdown sparks advice discussions

  • 04 November 2020
Number of people planning to work post-state pension age drops - research
  • Retirement
Number of people planning to work post-state pension age drops - research

Pandemic accelerates retirement plans

  • 03 November 2020
PA360 Digital: Adviser business models must adapt to clients' complex retirement needs
  • Retirement
PA360 Digital: Adviser business models must adapt to clients' complex retirement needs

Goodbye babyboomers

  • 07 October 2020
Canada Life expands drawdown platform with 430 additional funds
  • Retirement
Canada Life expands drawdown platform with 430 additional funds

Broadens ESG choices

  • 06 October 2020
Advisers must adapt to over 60s' complex needs as retiree market 'fragments'
  • Retirement
Advisers must adapt to over 60s' complex needs as retiree market 'fragments'

Typical retirement client changing

  • 23 September 2020
Equity release clients go back to basics during lockdown - Canada Life
  • Equity release
Equity release clients go back to basics during lockdown - Canada Life

Once-in-a-lifetime out, necessities in

  • 05 August 2020
Defaqto publishes pension freedoms and risk guide
  • Retirement
Defaqto publishes pension freedoms and risk guide

In conjunction with Canada Life

  • 06 January 2020
Scottish Friendly completes Canada Life pension book acquisition
  • Companies
Scottish Friendly completes Canada Life pension book acquisition

AUM increase by £2.4bn

  • 06 November 2019
Pension freedom withdrawals top £30bn
  • Pensions
Pension freedom withdrawals top £30bn

‘There are no rules’

  • 30 October 2019
A third of advisers considering selling their business - Canada Life
  • Your profession
A third of advisers considering selling their business - Canada Life

More consolidation expected

  • 02 October 2019
Finance expert carousel: Canada Life and AJ Bell make hires
  • Your profession
Finance expert carousel: Canada Life and AJ Bell make hires

They join the technical teams

  • 20 September 2019
Canada Life adds two workshops for equity release advisers
  • Your profession
Canada Life adds two workshops for equity release advisers

Workshops in September and October

  • 28 August 2019
Bulk annuity market breaks yet another record with £17bn of first half deals
  • Pensions
Bulk annuity market breaks yet another record with £17bn of first half deals

Up £10bn year-on-year

  • 08 August 2019
Majority of advisers not serving clients with less than £100k - Canada Life
  • Your profession
Majority of advisers not serving clients with less than £100k - Canada Life

Regulatory change and PI to blame

  • 07 August 2019
Pension freedom withdrawals reach record high in Q2
  • Retirement
Pension freedom withdrawals reach record high in Q2

£28bn withdrawn since 2015

  • 31 July 2019
Proposal to cut IHT gifting rule to five years 'a bald tax grab'
  • Tax planning
Proposal to cut IHT gifting rule to five years 'a bald tax grab'

Taper scrap also proposed

  • 05 July 2019
DB transfers, PII issues and SIPP market drama ...
  • Your profession
DB transfers, PII issues and SIPP market drama ...

It's The Pro Adviser Podcast...

  • 21 June 2019
Young people likelier to use property to fund retirement - research
  • Retirement
Young people likelier to use property to fund retirement - research

'Less generous pensions'

  • 05 June 2019
Andrew Tully: Keeping on top of DB regulatory scrutiny
  • Regulation
Andrew Tully: Keeping on top of DB regulatory scrutiny

PA360 2019 revisited

  • 13 May 2019
Alice Watson: Home truths
  • Equity release
Alice Watson: Home truths

PA360 revisited

  • 01 May 2019
Almost £1bn of equity released in first quarter of 2019
  • Equity Release
Almost £1bn of equity released in first quarter of 2019

£936m of housing wealth unlocked

  • 29 April 2019
123

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Fidelity joins the party: How vertically integrated firms are shaping up in 2021
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Advisers to be levied £240m again as FSCS announces £1bn overall levy
Advisers to be levied £240m again as FSCS announces £1bn overall levy
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