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      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
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      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
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      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
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      Women in Financial Advice Awards 2021

      Professional Adviser and Retirement Planner are proud to host the 2021 Women In Financial Advice Awards, which will celebrate the achievements of women working within the financial advice community and also the broader financial services sector.

      • Date: 07 Oct 2021
      • The Brewery, London
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  • Trending now
  • Nominations open for WIFA 2021
  • Mattioli Woods in £4m acquisition
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LTA

Hard-hit NHS staff: Advisers discuss new tax year challenges
  • Tax Planning
Hard-hit NHS staff: Advisers discuss new tax year challenges

Budget consequences

  • 07 April 2021
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
  • Pensions
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'

Spring Budget announcement

  • 04 March 2021
LTA freeze: Rishi Sunak sends 'wrong message' to pension savers
  • Pensions
LTA freeze: Rishi Sunak sends 'wrong message' to pension savers

'Under the radar revenue raiser'

  • 03 March 2021
Spring Budget 2021: Sunak freezes lifetime allowance
  • Pensions
Spring Budget 2021: Sunak freezes lifetime allowance

Spring Budget 2021

  • 03 March 2021
Lifetime allowance becoming 'less generous' despite increase
  • Tax planning
Lifetime allowance becoming 'less generous' despite increase

Increase from April 2020

  • 16 October 2019
Treasury claws back £600m through annual and LTA breaches
  • Retirement
Treasury claws back £600m through annual and LTA breaches

Pension tax charges ‘ballooned’ in 2017/18

  • 26 September 2019
Paul Squirrell: With the lifetime allowance, the devil's in the detail
  • Retirement
Paul Squirrell: With the lifetime allowance, the devil's in the detail

Protections and enhancements

  • 01 May 2019
Steven Cameron: Four personal finance changes taking effect tomorrow
  • Tax planning
Steven Cameron: Four personal finance changes taking effect tomorrow

AE, LTA and more

  • 05 April 2019
Adrian Boulding: Guiding clients through the complex pensions tax web
  • Regulation
Adrian Boulding: Guiding clients through the complex pensions tax web

LTA is too low

  • 04 April 2019
'LTA timebomb' to hit more than a million workers - Royal London
  • Retirement
'LTA timebomb' to hit more than a million workers - Royal London

290,000 already affected

  • 24 March 2019
Lifetime allowance: Three types of at-risk employee and how to help
  • Pensions
Lifetime allowance: Three types of at-risk employee and how to help

LTA tax collected in 2016/17 hit £110m

  • 24 August 2018
Govt sees 1000% tax increase from lifetime allowance since inception
  • Retirement
Govt sees 1000% tax increase from lifetime allowance since inception

LTA currently £1.03m

  • 02 May 2018
Protection Watch: Kevin Carr's verdicts on recent developments
  • Protection
Protection Watch: Kevin Carr's verdicts on recent developments

‘Promising lead’ or ‘Back to the lab’?

  • 11 December 2017
Govt must rethink lifetime allowance in light of 'gloomy' annuity outlook
  • Income
Govt must rethink lifetime allowance in light of 'gloomy' annuity outlook

Rate cut signals 'bleak' future for annuities

  • 11 August 2016
A decade of pension simplification - really?
  • Pensions
A decade of pension simplification - really?

There were some high hopes for pensions on 6 April 2006

  • 05 April 2016
Adrian Boulding: Pension tips for the 2016 Budget
  • Pensions
Adrian Boulding: Pension tips for the 2016 Budget

Pensions avoids a bloodbath

  • 14 March 2016
How to protect yourself in Chancellor's tax war
  • Pensions
How to protect yourself in Chancellor's tax war

Chancellor expected to scrap higher rate tax relief

  • 04 March 2016
Tax relief rules should be split for DB and DC, AJ Bell says
  • Regulation
Tax relief rules should be split for DB and DC, AJ Bell says

Current system does not make sense

  • 20 January 2016
  • Pensions
Spanner in the works? The impact of group life schemes on the lifetime allowance

A quirk in A-Day tax rules means registered group life benefits count towards the lifetime allowance (LTA). Jonathan Stapleton looks at the problems this poses as the LTA falls

  • 22 October 2014
  • Pensions
Advisers predict SIPP provider numbers will halve in two years

More than half of advisers - 55% - believe there will be fewer than 65 self-invested personal pension (SIPP) providers operating in two years' time and 41% think the total could fall to lower than 50, according to Dentons Pension Management.

  • 01 April 2014
  • Income
Why breaching the LTA might be a client's best option

Taking a hefty tax charge on the chin might be the right decision

  • 07 March 2014
Half of pensioners not prepared for LTA changes - survey
  • Regulation
Half of pensioners not prepared for LTA changes - survey

Almost half of pension holders who are over or near their lifetime allowance (LTA) threshold have not yet taken any action to prepare for the limit reductions due to be introduced in April, a survey has found.

  • 04 March 2014
  • uncategorised
Budget 2012: Pensions tax relief in the spotlight

The potential reform of pensions tax relief could provide several opportunities for advice.

  • 22 February 2012
LTA: Are your clients protected?
  • Your profession
LTA: Are your clients protected?

Colin Batchelor, head of pensions technical at Legal & General Savings, explains how to protect your clients’ pension pots from the upcoming lifetime allowance reduction.

  • 16 February 2012

Most read

FCA fines adviser £68,000 after years of 'deliberate lies'
FCA fines adviser £68,000 after years of 'deliberate lies'
Vanguard launches restricted financial planning arm
Vanguard launches restricted financial planning arm
The perfect personality for a financial adviser
The perfect personality for a financial adviser
Keith Richards: 'Tough decision but the right time to go'
Keith Richards: 'Tough decision but the right time to go'
Canada Life names Lindsey Rix UK chief executive
Canada Life names Lindsey Rix UK chief executive
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