Professional Adviser

Investment Association CEO Chris Cummings to step down Chief executive of the Investment Association Chris Cummings is set to step down from his position in June 2026.

Investment Association CEO Chris Cummings to exit in June

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The Consumer Duty solution hiding in plain sight The key to turning regulatory burden into commercial gold is already within firms' grasp, writes Dan Scholey

The Consumer Duty solution hiding in plain sight

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People Moves: Brooks Macdonald hires IFA partnerships director from Rathbones In this live blog, Professional Adviser brings together all the people moves news in the advice industry, helping you to see the latest joiners and leavers.

People Moves: Brooks Macdonald hires IFA partnerships director from Rathbones

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Editor's view: Here comes the Autumn Budget The Autumn Budget is (finally) almost upon us. Following months of speculation, financial planners up and down the UK will hopefully be welcoming a bit of clarity on what we will soon need more clarity on come next Wednesday.

Editor's view: Here comes the Autumn Budget

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FCA bids to save firms £100m a year with transaction reporting changes The Financial Conduct Authority (FCA) has bid to save firms £108m though streamlining transaction reporting requirements.

FCA bids to save firms £100m a year with transaction reporting changes

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IHT on pensions: 'We're going to have to muddle along with it until it works' Personal Investment Management & Financial Advice Association (PIMFA) head of public affairs Simon Harrington joins the team in the studio to discuss the reality of any changes to the upcoming inheritance tax (IHT) on pensions rules.

IHT on pensions: 'We're going to have to muddle along with it until it works'

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As Reeves scrabbles for Budget funds, is she missing a Covid furlough trick? Professional Adviser editor Jen Frost on why chancellor Rachel Reeves could look to untapped Covid “billions” currently in the pockets of insurers to help plug the public finance gap.

As Reeves scrabbles for Budget funds, is she missing a Covid furlough trick?

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IHT receipts hit £5.2bn as gifting rumours emerge ahead of Budget Inheritance tax (IHT) receipts for April to October this year were £5.2bn, latest HM Revenue and Customs (HMRC) figures have shown.

IHT receipts hit £5.2bn as gifting rumours emerge ahead of Budget

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Why good advice relies on asking difficult questions The value of advice often lies in the conversations that go beyond the surface, writes Ahmed Bawa

Why good advice relies on asking difficult questions

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The Penny Group takes majority stake in £350m AUM advice firm Chartered financial Planning firm The Penny Group has acquired a majority stake in financial advice firm Harridge Financial Services (Harridge).

The Penny Group takes majority stake in £350m AUM advice firm

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Advice firm revenues hit £6bn in 2024 but job numbers fall Total revenue generated from financial advice firms in 2024 was £6bn, data from the Financial Conduct Authority (FCA) has shown.

Advice firm revenues hit £6bn in 2024 but job numbers fall

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Feel Good Friday: Bespoke Advice recertifies B Corp status In this live blog, Professional Adviser brings together all the different good deeds happening across the industry, helping you to see how the industry is contributing positively to charitable initiatives, promoting the value of advice and boosting financial wellbeing.

Feel Good Friday: Bespoke Advice recertifies B Corp status

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Profession has 'responsibility to make financial advice and guidance more accessible' The advice profession has a responsibility to make financial advice and guidance more accessible, a St James’s Place (SJP) report has highlighted.

Profession has 'responsibility to make financial advice and guidance more accessible'

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Next Generation Advisers: Newbridge Financial Planning's Alex Bakovljev In the Next Generation Advisers interview series, chief reporter Isabel Baxter introduces the next generation of advisers and highlights how they are planning to make their mark. Today’s featured adviser is Newbridge Financial Planning’s Alex Bakovljev...

Next Generation Advisers: Newbridge Financial Planning's Alex Bakovljev

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PA Awards 2026: Adviser Firm of the Year shortlists revealed! Here they are. The Adviser Firm of the Year shortlists for the 2026 Professional Adviser Awards…

PA Awards 2026: Adviser Firm of the Year shortlists revealed!

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Partner Insight: Multi-asset for all weather portfolios

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Advisers report more clients needing CGT advice after slashed thresholds Slashed capital gains tax (CGT) thresholds have triggered a jump in the number of clients needing support with calculating their liabilities, tax software specialists Financial Software (FS) has found.

Advisers report more clients needing CGT advice after slashed thresholds

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Quilter Cheviot launches personalised decumulation offering Quilter’s high-net-worth wealth management arm, Quilter Cheviot, has launched a personalised decumulation offering.

Quilter Cheviot launches personalised decumulation offering

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Client support: Legal options for grandparents seeking access to grandchildren Lawyer James Osborne shares his legal insight on the topic is grandparents seeking access to grandchildren, an emotive topic some clients might be struggling with...

Client support: Legal options for grandparents seeking access to grandchildren

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Nasty shock? Personal representative duties post-6 April 2027 explained In her latest article for Professional Adviser, Lisa Webster looks at the duties imposed on personal representatives post-April 2027 when IHT pension changes kick in...

Nasty shock? Personal representative duties post-6 April 2027 explained

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Why 'bubble talk' doesn't always burst markets While sentiment has turned cautious, Eleanor Ingilby sees no evidence of an imminent crash…

Why 'bubble talk' doesn't always burst markets

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Providers ramp up prep for 2027 pension IHT changes Pension providers say they are already overhauling systems and operations ahead of the April 2027 inheritance tax (IHT) reforms, but some say that meeting the new administrative demands may prove “challenging”.

Providers ramp up prep for 2027 pension IHT changes

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Appetite for financial advice increases yet overall take-up rate falls There has been an increase in appetite for financial advice, but the overall take-up rate has fallen over the past four years, Aviva has found.

Appetite for financial advice increases yet overall take-up rate falls

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Independently East declared failed by FSCS The Financial Services Compensation Scheme (FSCS) has declared Independently East as failed after an investigation into the liquidated advice firm.

Independently East declared failed by FSCS

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Will the Autumn Budget be a nightmare before Christmas? November Budgets avoid Halloween headlines but risk gruesome outcomes, writes Paul Muir

Will the Autumn Budget be a nightmare before Christmas?

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PA Awards 2026: Provider shortlists revealed! Here they are. The provider shortlists for the 2026 Professional Adviser Awards…

PA Awards 2026: Provider shortlists revealed!

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True Potential Wealth Management names CEO Stuart Dodson has been appointed as CEO of True Potential Wealth Management.

True Potential Wealth Management names CEO

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Cash-focused AJ Bell MPS sees rise in demand as 'clients increasingly need flexibility to invest' AJ Bell’s Money Market model portfolio service (MPS) has seen its assets triple over the past year as advisers increase allocations to cash and near-cash holdings amid concerns over stretched equity valuations and continued speculation ahead of the Autumn Budget.

Cash-focused AJ Bell MPS sees rise in demand as 'clients increasingly need flexibility to invest'

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Ageing client bases remain for advisers as they lack strategy for younger clients The marked ageing trend in the average age of advisers’ client bases continues as the majority of advisers do not have a differentiated strategy for younger investors, Schroders has found.

Ageing client bases remain for advisers as they lack strategy for younger clients

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Advisers urged to 'question' conventional allocation models Financial advisers have been urged to question conventional allocation models and turn to investment trusts.

Advisers urged to 'question' conventional allocation models

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