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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
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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
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      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 Mar 2021
      • ONLINE, ONLINE
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      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
  • Phoenix buys SL brand
  • IFA Finura makes first acquisition
  • Openwork rebrands to partnership

Drawdown

Jon Greer: Why advisers must 'sit up and take notice' of investment pathways
  • Retirement
Jon Greer: Why advisers must 'sit up and take notice' of investment pathways

Coming soon to a provider near you

  • 12 January 2021
Adrian Boulding: First steps along the 'investment pathway'
  • Pensions
Adrian Boulding: First steps along the 'investment pathway'

Coming into force in February 2021

  • 09 December 2020
Shona McCluskey: Firms that grasp investment pathways will take 'higher ground'
  • Income
Shona McCluskey: Firms that grasp investment pathways will take 'higher ground'

'Act or be compelled to act'

  • 12 November 2020
Steve Hunter: What next for retirees reliant on investment income?
  • Income
Steve Hunter: What next for retirees reliant on investment income?

Drawdown retirees forced to reduce income during the early stages of the pandemic are now considering the best way to turn the taps back on, writes Steve Hunter

  • 12 November 2020
Ultra-low interest rates and QE 'broke 4% drawdown rule'
  • Income
Ultra-low interest rates and QE 'broke 4% drawdown rule'

4% withdrawal rule of thumb

  • 22 September 2020
7IM launches SIPP drawdown service
  • Pensions
7IM launches SIPP drawdown service

When managing client's payments

  • 16 September 2019
Partner Insight Video: Supporting drawdown conversations
  • Pensions
Partner Insight Video: Supporting drawdown conversations

  • 11 September 2019
FCA to implement compulsory investment pathways for non-advised drawdown
  • Regulation
FCA to implement compulsory investment pathways for non-advised drawdown

Defined contribution (DC) drawdown providers will have to offer non-advised consumers investment pathways from August 2020, the Financial Conduct Authority (FCA) has said.

  • 30 July 2019
Adrian Boulding: A 'no' to cash in drawdown policies
  • Retirement
Adrian Boulding: A 'no' to cash in drawdown policies

Retirement Outcomes Review

  • 26 February 2019
Andrew Morris: Drawing up a drawdown plan
  • Managed solutions
Andrew Morris: Drawing up a drawdown plan

Using risk targeted funds in drawdown

  • 29 January 2019
FCA presses ahead with investment pathways for drawdown customers
  • Regulation
FCA presses ahead with investment pathways for drawdown customers

Advisers to consider pathways when assessing suitability

  • 28 January 2019
Advisers face drawdown 'capacity crunch' due to client review demand
  • Adviser tips
Advisers face drawdown 'capacity crunch' due to client review demand

Zurich research

  • 04 December 2018
'Retirement riddle' impacting on retirees' health and wellbeing - L&G
  • Pensions
'Retirement riddle' impacting on retirees' health and wellbeing - L&G

UK's poorest retirees most affected

  • 21 November 2018
HMRC 'moving up a gear' in overtaxing drawdown users - Royal London
  • Pensions
HMRC 'moving up a gear' in overtaxing drawdown users - Royal London

Quarterly figures

  • 31 October 2018
Average regular pension withdrawal rate jumps from 4.7% to 5.9% - FCA
  • Pensions
Average regular pension withdrawal rate jumps from 4.7% to 5.9% - FCA

276,000 pots being accessed

  • 06 September 2018
Adrian Boulding: Annuity/drawdown mix makes retirement gold blend
  • Income
Adrian Boulding: Annuity/drawdown mix makes retirement gold blend

Blending income options gives better control

  • 29 August 2018
Three things your clients may call you about this week …
  • Your profession
Three things your clients may call you about this week …

What made financial headlines over the weekend?

  • 01 July 2018
Drawdown investment pathways will always be 'blunt tool'
  • Regulation
Drawdown investment pathways will always be 'blunt tool'

Response to FCA Retirement Outcomes Review

  • 28 June 2018
'Opaque' drawdown charging must change - FCA
  • Regulation
'Opaque' drawdown charging must change - FCA

Pounds and pence figure for consumers

  • 28 June 2018
FCA plans drawdown 'investment pathways' to boost outcomes
  • Regulation
FCA plans drawdown 'investment pathways' to boost outcomes

Retirement Outcomes Review consultation

  • 28 June 2018
Retirees 'risk draining' pension pots by 'ignoring' market volatility
  • Income
Retirees 'risk draining' pension pots by 'ignoring' market volatility

Warning from Zurich

  • 27 June 2018
Women in drawdown face £47,000 shortfall in retirement - Zurich
  • Income
Women in drawdown face £47,000 shortfall in retirement - Zurich

38% no advice or guidance

  • 11 April 2018
Industry Voice: Customer Segmentation At Retirement
  • Retirement
Industry Voice: Customer Segmentation At Retirement

Imagine a cautious 66-year-old using drawdown for income, and a 35-year-old, however cautious, saving with an ISA. The two are unlikely to be well served by the same process and investments. For clients who intend to use drawdown, the industry is now...

  • 07 March 2018
Retirees must 'explore all options' on income, adviser urges
  • Income
Retirees must 'explore all options' on income, adviser urges

Annuity rules come into force 1 March

  • 27 February 2018
123

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Phoenix buys Standard Life brand
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From Openwork to The Openwork Partnership: Brand experts assess the change
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Only three advice firms applied for pension transfer permissions in 2020
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