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
    • PA360 Watchlist

    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

multi-asset

Individual Protection

Swiss Re identifies protection "Perception Gap" and over complexity

Re-Insurer Swiss Re has released its review of the insurance industry which highlights consumer's demands for increased simplicity and clarity.

clock 03 December 2009 •

Technology

New software aims to reshape financial advice

A newly developed financial planning tool called 2020 Adviser aims to tear up the traditional model of financial advice whilst meeting the challenges of implementing the RDR.

clock 02 December 2009 •

uncategorised

Stadia Trustees launches Ipswich SIPP

Stadia Trustees has launched a SIPP with Ipswich Building Society, which will provide access to a wide range of investment vehicles.

clock 01 December 2009 •

Your profession

Final standards for RDR exam core units published

The FSSC today published the final standards for the core units that will be in every RDR-compliant qualification developed next year, as well as draft standards for the three specialist units.

clock 30 November 2009 •

Your profession

Davis - Where next for Openwork's advisers?

The noise surrounding the RDR remains at full volume, although no-one will know what the final rules will demand of advisers until next year.

clock 25 November 2009 •

Your profession

NAO to scrutinise 'shaky' RDR cost-benefit analysis

The FSA's "shaky" cost-benefit analysis of the RDR will face "proper scrutiny" after the National Audit Office (NAO) announced it is to investigate the FSA, the Association of IFAs (AIFA) says.

clock 24 November 2009 •

RDR

IFA defends RDR qualification focus

The managing director of an advisory firm has hit back at shadow pensions minister Nigel Waterson for questioning the RDR's focus on qualifications above experience.

clock 24 November 2009 •

Protection

Weaving a powerful web

No longer considered exotic, the online world is fast becoming the basis for the sale of financial products. David Child gives a few pointers to protection advisers.

clock 01 October 2009 •

Individual Protection

Finding its voice

The UK's protection industry appears to have lost its way in recent years, so now more than ever before, with the economy struggling to get back on its feet, is the time for a turn around. Peter Carvill talks to John Pollock.

clock 01 July 2009 •
484950
  • 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=multi asset