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
    • Home of Family Office 

    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

education

Investment

New parents should save up to £260 a month to fund uni costs - Rplan

£150 a month over 18 years for 'lower-tier' fees

clock 15 September 2016 • 2 min read

Your profession

CISI selects winner of the 2016/17 Hoare Nairne Scholarship

£2,500 award goes to Coutts & Co employee

clock 26 July 2016 • 2 min read

Investment

CISI offers financial education programme to sixth-formers

Package to provide young people with career opportunities

clock 04 July 2016 • 1 min read

Adviser tips

Holistic approach: How RDR has changed adviser training

Holistic approach: How RDR has changed adviser training

clock 16 January 2015 •

Income

It's retirement, but not as we know it

Nick Elphick asks whether the general public understands what the recent Budget changes mean for them and whether we need a different approach to financial education.

clock 19 August 2014 •

Tax Planning

Bare trusts: A halfway house for tax planning

Jeremy Passmore illustrates the benefits of a trust where ownership for tax lies with the beneficiary

clock 04 July 2014 • 5 min read

Adviser tips

IFS: MAS approach will lead to 'tick box' finance education

The MAS intends to deliver a series of targeted interventions and school-based programmes to young people. Here Rod McKee, vice principal, Institute of Financial Services (IFS) School of Finance argues that this is simply not enough.

clock 08 April 2013 •

Income

Wealth at Work offering retirement service to SAGA members

Wealth at Work is working with SAGA to provide a retirement income service to members.

clock 25 March 2013 •

Your profession

Industry backs plans for basic financial education

A draft National Curriculum for England which includes plans for compulsory financial education at secondary school has been hailed as "a victory" by industry campaigners.

clock 07 February 2013 •

Technology

Money Advice Service: We help IFAs

The Money Advice Service (MAS) says there is tangible evidence to show it is benefitting independent financial advisers.

clock 07 February 2012 •
234
Most read
01

Brooks Macdonald completes Lift buy

03 February 2025 • 2 min read
02

Investment trusts: What the Saba saga means for advisers

03 February 2025 • 4 min read
03

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Why the Lifetime ISA should not be scrapped

03 February 2025 • 4 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?page type=listing page&tag=education