• Home
  • Investment
    • Multi-asset
    • DFM & Model portfolios
    • Platforms
    • Ratings, Research & Risk
    • Tax-efficient investing
    • Markets
    • Companies
  • Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  • Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
  • Events
  • Whitepapers
  • Industry blogs
  • Newsletters
  • Multi-Asset Review
  • ESG
  • Sign in
  •  
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
     
    •  

      Personalise your on site experience

      Download and use the apps

      Access your subscription from outside of the office

      Get relevant news and insight straight to your inbox

      Sign in
     
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Events
    • Upcoming events
      event logo
      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: 14 Apr 2021
      • ONLINE, ONLINE
      event logo
      Professional Adviser ESG Masterclass 2021

      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
      • Live Online, Live Online
      event logo
      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-25 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
      • Online, Online
      event logo
      Professional Adviser 360 Conference 2021

      A comprehensive 360-degree view of financial advice underpins PA360 Conference. With an unmissable line-up of dynamic speakers ranged across three streams focusing on what matters most to advisers PA360 will inform, educate and inspire, allowing delegates to meet new service providers and professional partners, and provide invaluable networking opportunities.

      • Date: 07 Oct 2021
      • The Brewery, London
      View all events
      Follow our events

      Sign up to receive email alerts about our events

      Sign up

  • Whitepapers
    • Find whitepapers
      Search by title or subject area
      View all whitepapers
  • Industry blogs
  • Multi-Asset Review
  • ESG
Professional Adviser
Professional Adviser
  • Home
  • Investment
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 
 
  •  

    Personalise your on site experience

    Download and use the apps

    Access your subscription from outside of the office

    Get relevant news and insight straight to your inbox

    Sign in
 
  • Trending now
  • Nominations open for WIFA 2021
  • Mattioli Woods in £4m acquisition
  • Young British Steel client

Keith Richards

PFS chief executive Keith Richards to step down
  • Your profession
PFS chief executive Keith Richards to step down

Headed up PFS for eight years

  • 06 April 2021
PFS and NextGen team up to provide bootcamps for university students
  • Your profession
PFS and NextGen team up to provide bootcamps for university students

Advisers encouraged to help

  • 17 March 2021
Financial vulnerability surges to 27.7m during Covid-19 pandemic - FCA
  • Regulation
Financial vulnerability surges to 27.7m during Covid-19 pandemic - FCA

Vulnerability shot up 15% in 2020

  • 11 February 2021
IFAs report 76% PII premium hikes as consumers struggle to access DB transfer advice
  • Your profession
IFAs report 76% PII premium hikes as consumers struggle to access DB transfer advice

‘Profound impact on market’

  • 10 February 2021
ITN-produced Financial Wellbeing show goes live
  • Your profession
ITN-produced Financial Wellbeing show goes live

Co-produced with PFS

  • 24 November 2020
Advisers receiving fewer new client calls since lockdown - PFS
  • Your profession
Advisers receiving fewer new client calls since lockdown - PFS

PFS research

  • 18 November 2020
CII to scrap adviser 'gap-fill' option in SPS applications
  • Regulation
CII to scrap adviser 'gap-fill' option in SPS applications

From August next year

  • 10 November 2020
Paradigm Norton scoops PFS Chartered Firm of the Year accolade
  • Your profession
Paradigm Norton scoops PFS Chartered Firm of the Year accolade

Virtual ceremony

  • 04 November 2020
More than 600 advisers pass Chartered exams during Covid-19 pandemic
  • Your profession
More than 600 advisers pass Chartered exams during Covid-19 pandemic

600 passes

  • 27 October 2020
Keith Richards: Diversity policies must translate to meaningful action
  • Your profession
Keith Richards: Diversity policies must translate to meaningful action

'Diverse companies are better companies'

  • 22 September 2020
New PFS president Lord to focus on apprenticeships and the next generation of advisers
  • Your profession
New PFS president Lord to focus on apprenticeships and the next generation of advisers

For 2020/21

  • 16 September 2020
PFS warns of post-lockdown pension transfer request 'spike'
  • Retirement
PFS warns of post-lockdown pension transfer request 'spike'

‘No-one wants a repeat of British Steel’

  • 01 September 2020
PFS launches associate membership to show 'united profession' with ethical requirements
  • Your profession
PFS launches associate membership to show 'united profession' with ethical requirements

Annually renewable

  • 11 August 2020
PFS launches student website to replace physical lessons
  • Your profession
PFS launches student website to replace physical lessons

My Personal Finance Skills goes digital

  • 05 May 2020
Will advisers dip into their capital adequacy buffers?
  • Regulation
Will advisers dip into their capital adequacy buffers?

Mixed views

  • 27 March 2020
Keith Richards: Relaxing cap ad rules amid pandemic could leave firms vulnerable in the long run
  • Regulation
Keith Richards: Relaxing cap ad rules amid pandemic could leave firms vulnerable in the long run

Announced yesterday

  • 18 March 2020
PFS suspends all events for Q2 2020 amid coronavirus pandemic
  • Your profession
PFS suspends all events for Q2 2020 amid coronavirus pandemic

Written to govt on 10% rule

  • 18 March 2020
PFS works with ITN on financial wellbeing show
  • Investing in the profession
PFS works with ITN on financial wellbeing show

News-style programme

  • 27 February 2020
PFS partners with learning company to inspire next generation of advisers
  • Companies
PFS partners with learning company to inspire next generation of advisers

Target five colleges first

  • 24 February 2020
PFS partners with charity to provide advice to armed forces
  • Companies
PFS partners with charity to provide advice to armed forces

Affiliate membership

  • 20 February 2020
FCA warns of ongoing advice incentive ahead of consolidation
  • Regulation
FCA warns of ongoing advice incentive ahead of consolidation

Ongoing fee structure

  • 18 February 2020
PFS honours exceptional regional officers
  • Investing in the profession
PFS honours exceptional regional officers

Ceremony at Luton Hoo

  • 30 January 2020
PFS receives influx of complaints about claims management practices
  • Regulation
PFS receives influx of complaints about claims management practices

40 complaints in less than a week

  • 23 January 2020
Keith Richards: 'Current FSCS levy system outdated'
  • Your profession
Keith Richards: 'Current FSCS levy system outdated'

Following FCA letter

  • 22 January 2020
123

Most read

One of the youngest British Steel victims: 24-year-old tells transfer tale
One of the youngest British Steel victims: 24-year-old tells transfer tale
Scottish Friendly CEO Jim Galbraith dies
Scottish Friendly CEO Jim Galbraith dies
Fidelius Group acquires Bath-based IFA
Fidelius Group acquires Bath-based IFA
Praemium opens Edinburgh office; hopes to make 20 hires in 2021
Praemium opens Edinburgh office; hopes to make 20 hires in 2021
Catfish blocked: Adviser spots romance scam after client asked to print off 'US marriage contract'
Catfish blocked: Adviser spots romance scam after client asked to print off 'US marriage contract'
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

Incisive Footer Logo

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading