Listings Archives - Adviser Business Review

How the FCA’s pension freedoms review could reshape retirement

Tom Selby, senior analyst, AJ Bell warns the industry must use the consultation period to flag both the practicalities and any potential unintended consequences of the FCA’s proposals in its Retirement Outcomes Review

Professional Paraplanner Technical Insight Seminars 2018

Professional Paraplanner is running 11 Technical Insight Seminars 2018 around the country.

Percival and Harrison review suitability report writing at Technical Insight Seminars

Rory Percival and Cathi Harrison will be tackling the issues around writing compliant, FCA-friendly suitability reports at the Professional Paraplanner Technical Insight Seminars 2018.

Brooks Macdonald announces sixth year of Adviser Academies

Brooks Macdonald is running 11 Adviser Academy events around the country from April to May 2018.

Prestwood launches business consultancy

Prestwood Group is launching a business consultancy, expanding on the one-to-one business development and seminars that the Group has been undertaking with Prestwood users

ABR Special Offer: Michelle Hoskin’s WOWW! workshop

Adviser Business Review Special Offer £100 early bird discount offer for tickets to Michelle Hoskin’s WOWW! Workshop Adviser Business Review has obtained a special discount of £100 off the price … Continued

How clients think – a review of the book ‘Nudge’ in relation to financial planning

How often do we stop to think about how our clients think? Dan Atkinson reviews ‘Nudge: Improving decisions about health, wealth and happiness’

Challenging established business and industry practices

A regular inflow of new thinking and ideas is healthy for any business wanting to flourish

Financial Planning with Trusts

Written by Technical Connection’s John Woolley, this 546-page book looks at a wide range of topical tax and financial planning strategies using trusts. Get 10% of the normal price with Adviser Business Review

Pension Tax Guide 2015-2016

A thorough and practical guide to how the pensions rules work and the part they play in tax planning. Get 10% of the normal price with Adviser Business Review

Book review: Financial Planning with Trusts

Kat Mock, senior paraplanner with The Paraplanners reviews Financial Planning with Trusts written by John Woolley

Think you’d pass an Independent status check from the FCA?

Just because you’re an honest adviser investing your clients’ monies in a wide range of funds selected from the whole investment universe, doesn’t automatically make you Independent, warns Steve Bailey of ATEB