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Professional Adviser
@profadviser.bsky.social
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For financial advisers and paraplanners

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profadviser.bsky.social
TISA CEO: Cash ISA limit cut would pose targeted support barrier

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TISA CEO: Cash ISA limit cut would pose targeted support barrier
Were a cut to the cash ISA limit to be announced in the upcoming Autumn Budget, this could pose a risk to firms’ ability to deliver “better outcomes” through the incoming targeted support regime, delegates at a TISA conference heard.
incm.pub
November 12, 2025 at 4:00 PM
profadviser.bsky.social
Sarasin & Partners launches retirement income strategies

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Sarasin & Partners launches retirement income strategies
Sarasin & Partners has launched two retirement income strategies, developed in partnership with financial advisers.
incm.pub
November 12, 2025 at 3:59 PM
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FNZ raises $650m in funding from institutional shareholders

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FNZ raises $650m in funding from institutional shareholders
Wealth management platform FNZ has secured $650m in new equity funding from its institutional shareholders.
incm.pub
November 12, 2025 at 3:58 PM
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An inclusive culture that starts at the top: LV=

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An inclusive culture that starts at the top: LV=
Katherine Carnegie, Chief Commercial Officer, shares her perspective on building a workplace, and product proposition, for everyone.
incm.pub
November 12, 2025 at 3:57 PM
profadviser.bsky.social
IHT on pensions 'horribly complex' for personal representatives

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IHT on pensions 'horribly complex' for personal representatives
The inheritance tax (IHT) on pensions changes will create a “horribly complex situation” for personal representatives (PRs), industry commentators have told Professional Adviser.
incm.pub
November 12, 2025 at 1:48 PM
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WBR Group launches IHT calculator ahead of rule changes

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WBR Group launches IHT calculator ahead of rule changes
WBR Group (WBR) has unveiled an inheritance tax (IHT) calculator for clients of financial advisers.
incm.pub
November 12, 2025 at 1:47 PM
profadviser.bsky.social
Partner Insight: Entering multi-asset's era

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Partner Insight: Entering multi-asset's era
Multi-asset investments are nothing new, but the backdrop in which they operate is changing drastically. Macroeconomic upheaval and different relationships between...
incm.pub
November 12, 2025 at 12:07 PM
profadviser.bsky.social
FSCS anticipates levy drop to £342m in 2026/27

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FSCS anticipates levy drop to £342m in 2026/27
The Financial Services Compensation Scheme (FSCS) has forecasted the total levy in 2026/27 at £342m, which represents a small decrease on 2025/26.
incm.pub
November 12, 2025 at 12:06 PM
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Government to reconsider rejection of Waspi compensation

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Government to reconsider rejection of Waspi compensation
The government is set to reconsider its decision to reject compensation for some 3.6 million women affected by changes to the state pension age.
incm.pub
November 12, 2025 at 12:05 PM
profadviser.bsky.social
Retirement confidence dips amid Budget speculation

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Retirement confidence dips amid Budget speculation
Retirement confidence has dipped to its lowest level in the last three years as pre-Budget speculation continues, Nucleus has said.
incm.pub
November 12, 2025 at 12:03 PM
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People Moves: Financial Solutions Group hires MD as it 'targets independent advisers'

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People Moves: Financial Solutions Group hires MD as it 'targets independent advisers'
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.
incm.pub
November 12, 2025 at 12:02 PM
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Autumn Budget 2025: Treasury rules out rumoured Budget pensions tax-free lump sum raid

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Autumn Budget 2025: Treasury rules out rumoured Budget pensions tax-free lump sum raid
Professional Adviser tracks the latest Autumn Budget 2025 news and insight for financial advisers.
incm.pub
November 12, 2025 at 11:58 AM
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Partner Insight: Why it's time to reboot our retirement thinking

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Partner Insight: Why it's time to reboot our retirement thinking
Power and pressure of the pension freedoms Pension freedoms were a notable turning point. The new rules gave people more options over how and when they could access...
incm.pub
November 12, 2025 at 1:07 AM
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Advising corporate clients: An ageing workforce comes with different challenges

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Advising corporate clients: An ageing workforce comes with different challenges
Tony Miles explains why and how My Care Consultants is supporting advice firms as they look after their valued corporate clients...
incm.pub
November 11, 2025 at 4:48 PM
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Financial planning 'feels like a different environment right now'

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Financial planning 'feels like a different environment right now'
The financial planning profession feels like a different environment since the last year's Autumn Budget, Finura head of financial planning Rio Stedford tells Professional Adviser…
incm.pub
November 11, 2025 at 4:47 PM
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IHT planning: A fourth date conversation?

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IHT planning: A fourth date conversation?
As IHT rules tighten, advisers need to encourage clients to have difficult conversations with their family members if they are to safeguard the wealth and businesses' they worked so hard to attain, writes Edward Durrell
incm.pub
November 11, 2025 at 12:38 PM
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Male-dominated image still deters women from financial planning

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Male-dominated image still deters women from financial planning
Women are still being deterred from selecting financial planning as a career as it is perceived as a male-dominated sector, according to a whitepaper from the Women’s Wealth Alliance.
incm.pub
November 11, 2025 at 12:37 PM
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Evelyn Partners exits employee benefits arm to 'refocus on wealth management'

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Evelyn Partners exits employee benefits arm to 'refocus on wealth management'
Evelyn Partners has agreed to sell its employee benefits consultancy arm to Howden, as part of a wider plan to concentrate exclusively on wealth management.
incm.pub
November 11, 2025 at 10:33 AM
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P1 Platform halves drawdown fees to ease cost pressures on advisers

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P1 Platform halves drawdown fees to ease cost pressures on advisers
P1 Platform has cut its pension drawdown charge by 50% and lowered its minimum account fee, in a move it says is designed to help advisers deliver better value for clients.
incm.pub
November 11, 2025 at 10:32 AM
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Read all about it: Why Europe's smaller companies can defy the headlines

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Read all about it: Why Europe's smaller companies can defy the headlines
When it comes to investing in Europe, David Walton urges advisers to look beyond the headlines...
incm.pub
November 11, 2025 at 8:22 AM
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Trusts: Advisers' IHT on pensions questions answered

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Trusts: Advisers' IHT on pensions questions answered
Professional Adviser's IHT on pensions webinar prompted more than 130 questions from financial planners, many focused on trusts and their interaction with the changes post-2027. We asked experts from Technical Connection, Tony Wickenden and Claire Trott, to share their insight and get to the bottom of viewers' trust-focused queries...
incm.pub
November 10, 2025 at 3:48 PM
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Why life and income protection planning is essential for every business

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Why life and income protection planning is essential for every business
Whether a business is in its infancy or well established, the importance of life insurance and income protection should never be underestimated, writes Ken Maxwell
incm.pub
November 10, 2025 at 3:47 PM
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One Four Nine Portfolio Management surpasses £800m in AUM

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One Four Nine Portfolio Management surpasses £800m in AUM
One Four Nine Portfolio Management has passed the £800m assets under management (AUM) milestone, capping its fifth year in business with a 25% rise in assets during 2025.
incm.pub
November 10, 2025 at 1:38 PM
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Big interview: Titan Wealth co-CEOs Andrew Fearon and James Kaberry

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Big interview: Titan Wealth co-CEOs Andrew Fearon and James Kaberry
Titan Wealth (Titan) co-CEOs Andrew Fearon and James Kaberry talk to chief reporter Isabel Baxter about the business’ aim to expand its global reach, the importance of partnership when upping its technology game, and taking the business to the next stage.
incm.pub
November 10, 2025 at 1:37 PM
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From non-dom to FIG: All the changes advisers need to know

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From non-dom to FIG: All the changes advisers need to know
Lawyers Laurence Morgan and Laura Cullinane explain the rules and regulations that apply after the removal if the non-dom tax regime...
incm.pub
November 10, 2025 at 9:30 AM