Professional Adviser
3 days ago · News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance
The state of financial vulnerability in 2024 and what 2025 holds
Dec 20, 2024 · In this article, Richard Farr looks back on some of the progress that has been made on financial vulnerability this year, and shares some thoughts on what 2025 may bring...
Why 'polluter pays' isn't as simple as it seems
Dec 20, 2024 · Unlimited access to real-time news, industry insights and market intelligence; Stay ahead of the curve with spotlights on emerging trends and technologies
How advisers keep up client engagement at Christmas
Dec 19, 2024 · Unlimited access to real-time news, industry insights and market intelligence; Stay ahead of the curve with spotlights on emerging trends and technologies
Navigating the new pension and IHT terrain: Implications from the …
Dec 9, 2024 · The recent Autumn Statement has proposed foundational changes to pension and inheritance tax (IHT) regulations that demand immediate and strategic attention from financial advisers.
No more IHT relief on pensions: How to maximise alternative tax ...
Dec 19, 2024 · With pension pots set to be included in an individual’s estate for IHT from 2027, financial planner Jordan Wheatley explains the importance of diversification and why high-net-worth individuals ...
FCA to ban and fine duo over 'flawed' pension advice model
Dec 16, 2024 · The Financial Conduct Authority (FCA) issued a decision notice banning and fining Richard Fenech and Heather Dunne over unsuitable pension transfer advice.
Editor's view: Your pre-holiday advice news aperitif
Dec 20, 2024 · Unlimited access to real-time news, industry insights and market intelligence; Stay ahead of the curve with spotlights on emerging trends and technologies
Chancellor's move to pause Pensions Review 'deeply disappointing'
Dec 16, 2024 · Chancellor Rachel Reeves’ decision to indefinitely pause the second phase of the government’s Pensions Review has been met with disappointment from across the industry.
All the advice firm acquisitions that have taken place in 2024
Dec 10, 2024 · With consolidation continuing across the industry at rapid speeds, Professional Adviser is working on a rolling list of all the acquisitions and deals that have been agreed over the year…