Professional Adviser

Big interview: Succession Wealth CEO Roger Marsden

People

Isabel Baxter

21 August 2025 • 6 min read

Your profession

Provider letters of authority response times improve

Only one provider’s performance remained flat, Pension Lab finds

Isabel Baxter

21 August 2025 • 2 min read

Pensions

Reeves to consider £2bn raid on tax-free pension lump sum

Telegraph reports PCLS cut could help plug £50bn public finances hole

Jonathan Stapleton

21 August 2025 • 3 min read

Companies

Aegon's adviser platform sees improved net outflows of £1.4bn

Provider aims to return adviser platform to growth by 2028

Isabel Baxter

21 August 2025 • 3 min read

Your Business

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In-depth

Big interview: Succession Wealth CEO Roger Marsden

Provider letters of authority response times improve

Reeves to consider £2bn raid on tax-free pension lump sum

Aegon's adviser platform sees improved net outflows of £1.4bn

Regulatory and employment-related changes – what do firms need to prepare for?

People Moves: Active Chartered Financial Planners makes adviser and paraplanner hires

'Still time' to reconsider IHT/pensions as receipts continue climb

Benchmark pushes cash solutions for advisers with Insignis partnership

Watch Professional Adviser's Working Lunch with Baillie Gifford - Enduring Growth in a Changing World

Sustainability advice course launched to help with SDR and Consumer Duty

Was Aberdeen's financial planning arm ever going to work?

Carlyle emerges as buyer in Intelliflo takeover deal – report

Reeves's IHT raid could push 'average' estates into six-figure bills

Financial 'complexities' deterring wealthy families from leaving charitable legacies

Provider letters of authority response times improve

Aberdeen sells financial planning arm to Ascot Lloyd

Hoxton Wealth launches financial planner career programme

Advisers urged to look beyond training academies

Gillian Hepburn: Benchmark's 'cradle to grave' approach is a USP

Targeted support: 'Watch this space!' – unknowns persist

Technology

Artificial intelligence in advice: Finding the winning formula

David Downie: Express trust registration - what advisers need to know

Planning on cusp of a 'golden age' as tech serves growing demand

Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

Regulation

Ex-Janus Henderson analyst jailed for insider dealing and money laundering

Advertising watchdog upholds complaint against car rental 'investment' firm

FCA seeks feedback on cryptoasset trading regulation

Schroders becomes first to adopt all four SDR labels

Tax

'Still time' to reconsider IHT/pensions as receipts continue climb

Financial 'complexities' deterring wealthy families from leaving charitable legacies

Reeves's IHT raid could push 'average' estates into six-figure bills

IHT on pensions 'will create confusion' and drive gifting mistakes

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Professional Adviser

Artificial intelligence in advice: Finding the winning formula

David Downie: Express trust registration - what advisers need to know

Planning on cusp of a 'golden age' as tech serves growing demand

Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

Ex-Janus Henderson analyst jailed for insider dealing and money laundering

Advertising watchdog upholds complaint against car rental 'investment' firm

FCA seeks feedback on cryptoasset trading regulation

Schroders becomes first to adopt all four SDR labels

'Still time' to reconsider IHT/pensions as receipts continue climb

Financial 'complexities' deterring wealthy families from leaving charitable legacies

Reeves's IHT raid could push 'average' estates into six-figure bills

IHT on pensions 'will create confusion' and drive gifting mistakes