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News

PA Awards 2024: Entries are now open for all categories!

Your profession

PA Awards 2024: Entries are now open for all categories!

The awards, now in their 19th year, will take place in London next March

clock 04 October 2023 • 8 min read
Advisers say they need an emotional connection to their clients

Your profession

Advisers say they need an emotional connection to their clients

Advisers urge their peers focus on clients rather than money

clock 04 October 2023 • 1 min read
PA360 North: IHT uncertainty reaches fever pitch

Tax planning

PA360 North: IHT uncertainty reaches fever pitch

Multitude of tax policy changes on table ahead of general election

clock 04 October 2023 • 3 min read
PA360 North: SLI means wealth accumulators can 'ride out' volatility

Retirement income

PA360 North: SLI means wealth accumulators can 'ride out' volatility

‘SLI can mean sustaining income for the rest of a client’s life’

clock 04 October 2023 • 1 min read
Technology and AI cited as a serious threats to paraplanners

Your profession

Technology and AI cited as a serious threats to paraplanners

Paraplanners outline role of technology in their profession

clock 04 October 2023 • 1 min read
World Financial Planning Day: Time for advisers to step up

Your profession

World Financial Planning Day: Time for advisers to step up

This year’s theme is on the role of the planner in reducing client stress

clock 04 October 2023 • 1 min read
Advisers 'facing challenges' in adopting technology

Technology

Advisers 'facing challenges' in adopting technology

Advisers address questions surrounding the role of technology in planning

clock 04 October 2023 • 2 min read
Advisers 'must boost growth' with client recommendations

Your Business

Advisers 'must boost growth' with client recommendations

Phil Bray highlights importance of leveraging referrals as a cornerstone of success

clock 04 October 2023 • 2 min read
PA360 North: Govt IHT reliance a welcome fire under estate planning

Tax planning

PA360 North: Govt IHT reliance a welcome fire under estate planning

Governments remain ‘unlikely’ to part with the lucrative tax

clock 04 October 2023 • 2 min read
PA360 North: Advisers need to adopt Consumer Duty logically  

Consumer Duty

PA360 North: Advisers need to adopt Consumer Duty logically  

‘A new direction of travel post-Consumer Duty means being practical’

clock 04 October 2023 • 2 min read
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