Professional Adviser

Webinar: IHT on pensions – Advisers' questions answered Join Professional Adviser and panellists from Octopus, Quilter, TIME and Triple Point live from the studio for a webinar on IHT on pensions changes and what they mean for you and your clients.

Webinar: IHT on pensions – Advisers' questions answered

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How explainable AI will finally close the UK's advice gap Thomas Young addresses the chasm that is the UK's advice gap, saying explainable AI will solve what is a delivery problem, not a demand problem . . .

How explainable AI will finally close the UK's advice gap

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Zerokey launches advice tech provider integration platform Zerokey has launched a dedicated integration platform for technology providers operating within the UK financial advice market.

Zerokey launches advice tech provider integration platform

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Vanguard's Gillian Hepburn on a new role and adviser opportunities The latest Professional Adviser TV episode features Vanguard head of UK adviser solutions and sales Gillian Hepburn on what spurred her change in role and how she aims to improve the firm's offering to financial advisers.

Vanguard's Gillian Hepburn on a new role and adviser opportunities

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UK ‘fixation’ with headroom undermining fiscal rules ‘credibility’ The debate around the UK’s fiscal rules and the level of headroom required to meet them is “contributing to a dysfunctional policymaking process”.

UK headroom 'fixation' undermining fiscal rules 'credibility'

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IHT receipts continue climb to £7.1bn Inheritance tax (IHT) receipts hit £7.1bn for April 2025 to January 2026, £100m higher than the same period the prior year, according to HM Revenue & Customs (HMRC) data.

IHT receipts continue climb to £7.1bn

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Value investing: What if patience isn't just a virtue? Gary Channon explores value investing through the lens of patience…

Value investing: What if patience isn't just a virtue?

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Pure protection in focus: FCA market study raises regulatory expectations for 2026 The FCA’s Pure Protection Market Study has the potential to reshape the future regulatory framework and its implications should not be underestimated, writes Joe Norburn

Pure protection in focus: FCA market study raises regulatory expectations for 2026

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Amber River sold to Stone Point Capital Private equity (PE) firm Stone Point Capital has bought advice firm Amber River for an undisclosed sum.

Amber River sold to Stone Point Capital

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Perspectives on platforms and progress – past, present and future Steve Andrews reflects on the past, present and future for platforms and urges advisers to keep on sharing plaudits and brickbats alike

Perspectives on platforms and progress – past, present and future

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Managers on 'wait and see' footing following Schroders-Nuveen deal A week after Nuveen’s offer for UK-based asset manager Schroders was accepted (12 February), analysts are still debating if the deal was a bargain.

Managers on 'wait and see' footing following Schroders-Nuveen deal

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All the advice firm acquisitions that have taken place in 2026 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…

All the advice firm acquisitions that have taken place in 2026

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St James's Place loses 43 advisers in second half of 2025 - report St. James’s Place (SJP) continued to lead the adviser headcount table but lost 43 advisers in H2 of 2025, data has found.

St James's Place loses 43 advisers in second half of 2025 - report

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People Moves: Doug Boyce joins fintech as wealth MD after stepping down from Halo Invest 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: Doug Boyce joins fintech as wealth MD after stepping down from Halo Invest

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Pension consolidation deserves more respect than it gets Andy Zanelli explains why pension consolidation is both technically demanding and professionally risky. It deserves more respect, he writes

Pension consolidation deserves more respect than it gets

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Private equity outlook: Professional services set for 'interesting' 2026 Private equity specialist Tom Whelan says professional services firms may be a particularly interesting area to watch this year

Private equity outlook: Professional services set for 'interesting' 2026

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Treasury's AR consultation: Extending the FOS' scope a 'concern' HM Treasury’s consultation on the UK’s appointed representatives (AR) regime has been welcomed, but there are concerns about the extension of the Financial Ombudsman Service’s (FOS) jurisdiction.

Treasury's AR consultation: Extending the FOS' scope a 'concern'

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Pension schemes' in-house advisers raise conflict of interest concerns Advisers and pensions experts have raised concerns about defined benefit (DB) schemes and master trusts increasingly appointing restricted advisers or in-house teams who are motivated to keep members on the schemes’ platform, leading to a potential conflict of interest.

Pension schemes' in-house advisers raise conflict of interest concerns

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Undue influence? Advisers' role when clients want to make radical will changes Alexandra McVean shares her legal insight on a problematic estate law case and highlights how advisers can nip will-related issues in the bud

Undue influence? Advisers' role when clients want to make radical will changes

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'Reckless' adviser and fund manager fined and banned from financial services The Upper Tribunal has upheld the Financial Conduct Authority’s (FCA's) decisions to fine and ban former financial adviser Stephen Burdett and fund manager James Goodchild from working in financial services.

'Reckless' adviser and fund manager fined and banned from financial services

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People Moves: Aberdeen MPS manager exits as team moves to Aberdeen Investments 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: Aberdeen MPS manager exits as team moves to Aberdeen Investments

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UK inflation falls to 3% to give BoE 'green light' for rate cut The UK Consumer Prices Index tumbled to 3% in the 12 months to January 2026, bolstering expectations for the Bank of England to cut rates in March.

UK inflation falls to 3% to give BoE 'green light' for rate cut

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Scottish Widows adds beneficiary nomination Scottish Widows has introduced beneficiary nomination to its product suite to speed up payments after bereavement.

Scottish Widows adds beneficiary nomination

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Utmost's AUA hits £116.3bn as it focuses on wealth offering Utmost Group’s assets under administration (AUA) hit £116.3bn at the end of 2025, with the group now looking to grow its wealth business after the sale of its bulk purchase annuity business.

Utmost's AUA hits £116.3bn as it focuses on wealth offering

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FCA CEO sets out shift in regulator's approach with 'less rules' Financial Conduct Authority (FCA) Chief Executive Nikhil Rathi has set out a shift in the regulator's approach, moving away from writing new rules in favour of using the Consumer Duty and supervisory tools to address market failures.

FCA CEO sets out shift in regulator's approach with 'less rules'

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AJ Bell simplifies Bed and ISA process amid tax-efficient demand AJ Bell Investcentre has streamlined its Bed and ISA process for financial advisers and clients amid increased demand for tax efficient investment solutions.

AJ Bell simplifies Bed and ISA process amid tax-efficient demand

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AI in wealth management: Why security cannot be an afterthought How should wealth management firms think about AI security when the tech itself operates in fundamentally new ways? Vinit Gela explores the issues

AI in wealth management: Why security cannot be an afterthought

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In Accord launches advice firm client investment 'badge' initiative In Accord has launched a new industry badge that advice firms can apply for to demonstrate they have a consistent and neutral approach to understanding and recording clients’ investment preferences.

In Accord launches advice firm client investment 'badge' initiative

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EdenTree renames fund range to align with SDR labelling EdenTree Investment Management has renamed a swathe of its strategies after completing the full labelling of its fund range.

EdenTree renames entire fund range to align with SDR labelling

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IFA returns to market with fresh firm after consolidator sale Financial adviser John Chadwick has returned to the financial advice space after selling his previous firm to a consolidator.

IFA returns to market with fresh firm after consolidator sale

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