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Three things your client may call you about this week ... Loans at up to 16% Three things your client may call you about this week. Professional Adviser Rebooting retirement, bridging loans and consolidating pension pots - here's your weekly heads-up on the financial stories that may have caught your clients' attention over the weekend … How Covid-19 rebooted retirement If coronavirus has brought a positive, writes the Financial Times' it has focused people on mapping out their retirement plans. In this article several financial... Sign In To read this story please register PA is dedicated ...

Transatlantic consolidator launches adviser training scheme Two-year programme Financial advice firm consolidator Kingswood has launched its own adviser training scheme targeting second careerists. Kingswood Academy has already kicked off its first two-year programme and will see four trainee advisers from around the UK take the course with a Diploma in Financial Planning in sight. They are two ex-service... Sign In To read this story please register PA is dedicated to championing professional advisers. It helps you build your business, service clients and generate sustainable income. PA offe...

Majority of advice professionals want CII return to old certificates - exclusive poll Gone digital In a poll of more than 300 Professional Adviser readers, the majority expressed a desire to see the Chartered Insurance Institute backtrack and return to sending old-style, more professional-looking certificates. Almost three-quarters (73%) of the 301 advice professionals polled by PA disagreed with the CII's decision to stop sending exam certificates in the post. An even larger proportion (81%) said they think... Sign In To read this story please register PA is dedicated to championing professi...

Last chance to enter PA Awards 2021 Taking place virtually March 2021 The awards, which will be held virtually on 11 March next year, are now in their 16th year. There's just enough time left to submit your entries for Professional Adviser’s 2021 PA Awards and join us in our annual celebration of financial advice. If you believe your business boasts an outstanding, client-focused and repeatable advice process, then do make sure the company is in with a chance of being named Adviser Firm of the Year for your region... Sign In To read this story please register PA is dedicated to championing ...

There's just enough time left to submit your entries for Professional Adviser’s 2021 PA Awards and join us in our annual celebration of financial advice.