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
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Month in Review
  • 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
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    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

Technical

Featured

Stephen McPhillips: Tapering and annual allowance complexities

Stephen McPhillips takes a look at the annual allowance, tapering and all the complexities therewith. As is often the case with pensions, the devil is in the detail, and it pays to be precise

clock 22 April 2021 • 3 min read

Featured

RP case studies: Business expansion through SSAS employer loan

Stephen McPhillips talks through a SSAS loan to employer scenario which enables a business to expand in the latest RP case study

clock 15 April 2021 • 4 min read

Featured

Chris Jones: No investor is an island

Chris Jones imagines a remote island scenario through the prysm of retirement planning in his latest article for RP

clock 07 April 2021 • 4 min read

Featured

RP case studies: LTA charges on death benefits explained

Jessica List looks at the possible charges on death benefits linked to the lifetime allowance in the latest RP case study

clock 24 March 2021 • 4 min read

Featured

Adrian Boulding: Tech is real hero in pension charge disclosure story

Technology can now revolutionise charges disclosure - revealing both heroes and villains at the click of a mouse, writes Adrian Boulding

clock 04 March 2021 • 5 min read

Estate planning

Adrian Boulding: Five key post-Covid client needs

As we tentatively emerge from lockdown, Adrian Boulding looks at the five key themes advisers may wish to discuss with their clients in the 'new normal'

clock 23 February 2021 • 5 min read

Featured

RP case studies: UFPLS rules at age 75 expained

Turning 75 still affects a range of different pension rules. Here Jessica List demonstrates how it affects clients who may wish to take an UFPLS

clock 23 February 2021 • 4 min read

Featured

Charlene Young: Block transfers - 15 years on

Block transfers have been in operation for 15 just shy of 15 years now. Here Charlene Young highlights the pitfalls to avoid to ensure you don’t break the chain...

clock 11 February 2021 • 4 min read

Featured

Neil MacGillivray: Assessing the tapered annual allowance before tax year end

As the tax year-end approaches, Neil MacGillivray provides a brief reminder of the tapered annual allowance, and how advisers can ensure their clients retirement planning remains tax efficient

clock 09 February 2021 • 3 min read

Featured

Chris Jones: Challenging retirement income decisions

It's a chicken and the egg scenario in Chris Jones' latest article for RP. Read on to find out how quantitative analysis makes all the difference...

clock 02 February 2021 • 6 min read
123
Most read
01

'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
02

What to expect from the FCA on financial crime in 2025

04 February 2025 • 5 min read
03

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
04

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
  • 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?category=technical&page type=listing page