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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
Demand for entry-level talent forces expansion of Nucleus-backed We Are Change scheme

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Demand for entry-level talent forces expansion of Nucleus-backed We Are Change scheme
Nucleus is expanding its backing of the Verve Foundation’s We Are Change programme as the initiative experiences a surge in interest from people looking to enter financial services.
incm.pub
December 12, 2025 at 12:07 PM
profadviser.bsky.social
Are advisers becoming 'numb' to poor platform service?

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Are advisers becoming 'numb' to poor platform service?
Parmenion CEO Martin Jennings and The Lang Cat content editor Natalie Holt join Isabel Baxter in the studio to unpack the effect of poor platform service for both financial advisers and their clients.
incm.pub
December 11, 2025 at 1:12 PM
profadviser.bsky.social
FCA and FOS joint statement: Targeted support complaints are 'different'

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FCA and FOS joint statement: Targeted support complaints are 'different'
The Financial Ombudsman Service (FOS) and Financial Conduct Authority (FCA) have vowed to work together to resolve any complaints that stem from targeted support, while acknowledging that they will be treated differently from standard investment advice gripes.
incm.pub
December 11, 2025 at 11:08 AM
profadviser.bsky.social
Aegon in strategic review of UK business as it pivots towards US

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Aegon in strategic review of UK business as it pivots towards US
Aegon is set to conduct a strategic review of its UK business, evaluating “all options, including divestment”.
incm.pub
December 11, 2025 at 11:07 AM
profadviser.bsky.social
FCA launches consultation on adapting to a 'changing pensions market'

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FCA launches consultation on adapting to a 'changing pensions market'
The Financial Conduct Authority (FCA) has launched a consultation on adapting its requirements to a “changing pensions market”.
incm.pub
December 11, 2025 at 11:06 AM
profadviser.bsky.social
'Mounting anxiety' from Autumn Budget leading to more financial advice enquiries

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'Mounting anxiety' from Autumn Budget leading to more financial advice enquiries
Brits are increasingly seeking financial advice due to “mounting anxiety” from the Autumn Budget last month, according to Unbiased.
incm.pub
December 11, 2025 at 11:05 AM
profadviser.bsky.social
Why I used to tell people not to buy my asset class

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Why I used to tell people not to buy my asset class
Short-duration strategic bond manager Stephen Snowden explains why he used to tell people not to buy his asset class...
incm.pub
December 11, 2025 at 11:04 AM
profadviser.bsky.social
FCA's targeted support rules set to take effect from April 2026

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FCA's targeted support rules set to take effect from April 2026
The Financial Conduct Authority’s (FCA) targeted support framework is set to take effect from April 2026 with at least 18 million people estimated to access the service within a decade.
incm.pub
December 11, 2025 at 11:03 AM
profadviser.bsky.social
Lack of focus delaying pension transfers, Origo CEO warns

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Lack of focus delaying pension transfers, Origo CEO warns
Pension transfers could be completed far faster if providers gave the process “the focus and resources it deserves”, as advisers continue to report delays and client frustration.
incm.pub
December 11, 2025 at 11:02 AM
profadviser.bsky.social
Partner Insight: Multi-asset that delivers on what is promised

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Partner Insight: Multi-asset that delivers on what is promised
Since its launch in 2017, Columbia Threadneedle Investments' CT Universal MAP range has weathered an extraordinary array of market conditions. Through bull and bear...
incm.pub
December 11, 2025 at 8:54 AM
profadviser.bsky.social
The confidence gap: Why isn't wealth translating into investment

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The confidence gap: Why isn't wealth translating into investment
Targeted support is a watershed moment for the industry to step up and make a lasting impact on the financial resilience of millions of people, writes Jo Kite...
incm.pub
December 11, 2025 at 8:53 AM
profadviser.bsky.social
Integrity365 snaps up fellow Bristol IFA

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Integrity365 snaps up fellow Bristol IFA
Integrity365 has acquired IFA Brooks Wealth Management (BWM) based in Bristol.
incm.pub
December 11, 2025 at 8:52 AM
profadviser.bsky.social
FCA's targeted support rules set to take effect from April 2026

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FCA's targeted support rules set to take effect from April 2026
The Financial Conduct Authority’s (FCA) targeted support framework is set to take effect from April 2026 with at least 18 million people estimated to access the service within a decade.
incm.pub
December 11, 2025 at 6:42 AM
profadviser.bsky.social
FCA vows to reform rules for VCT and alternative investment managers in 2026

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FCA’s Rathi vows to reform rules for alternative investment fund managers in 2026
Venture capital and alternative investment fund manager can expect industry regulation to be reformed next year.
incm.pub
December 10, 2025 at 4:03 PM
profadviser.bsky.social
Advice for all: Why targeted support is a once-in-a-generation opportunity

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Advice for all: Why targeted support is a once-in-a-generation opportunity
Martin Taylor explains why the FCA’s targeted support framework marks a once-in-a-generation opportunity to deliver scalable advice to all
incm.pub
December 10, 2025 at 4:02 PM
profadviser.bsky.social
Partner Insight: Fed rate cuts drive policy divergence as Central Banks chart different courses

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Partner Insight: Fed rate cuts drive policy divergence as Central Banks chart different courses
1.  The US Federal Reserve (Fed) has resumed cutting rates, while other developed markets are taking a more cautious path. How is this policy divergence reshaping...
incm.pub
December 10, 2025 at 1:58 PM
profadviser.bsky.social
Pension sharing on divorce: Why professionals need to step up on PSOs 25 years on

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Pension sharing on divorce: Why professionals need to step up on PSOs 25 years on
Lawyer Joanna Newton looks at pension sharing on divorce in light of the 25th anniversary of the introduction of pension sharing orders...
incm.pub
December 10, 2025 at 1:57 PM
profadviser.bsky.social
FSCS names 13 failed firms between August and November

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FSCS names 13 failed firms between August and November
The Financial Services Compensation Scheme (FSCS) has declared 13 firms in default between August and November.
incm.pub
December 10, 2025 at 11:48 AM
profadviser.bsky.social
All the advice firm acquisitions that have taken place in 2025

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All the advice firm acquisitions that have taken place in 2025
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…
incm.pub
December 10, 2025 at 11:47 AM
profadviser.bsky.social
Titan Wealth buys Bath IFA

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Titan Wealth buys Bath IFA
Titan Wealth Planning has bought Bath IFA business Morgans.
incm.pub
December 10, 2025 at 9:45 AM
profadviser.bsky.social
Why advisers should warm to lifetime mortgages in response to frozen IHT thresholds

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Why advisers should warm to lifetime mortgages in response to frozen IHT thresholds
If clients want to prioritise keeping their IHT bill as low as possible, reducing the size of that estate is key, writes Dave Harris
incm.pub
December 10, 2025 at 9:44 AM
profadviser.bsky.social
FCA launches firm checker tool to help fight scammers

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FCA launches firm checker tool to help fight scammers
The Financial Conduct Authority has launched an online tool to help people avoid scams called 'Firm Checker.'
incm.pub
December 10, 2025 at 9:43 AM
profadviser.bsky.social
People Moves: Lloyds adds CIO Fitzgerald from Aviva Investors

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People Moves: Lloyds adds CIO Fitzgerald from Aviva Investors
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
December 10, 2025 at 9:42 AM
profadviser.bsky.social
FCA plans to ensure liquidity mismatches do not 'threaten financial stability'

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FCA sets out plans to ensure asset managers do not ‘threaten financial stability’
The Financial Conduct Authority (FCA) has released its consultation paper on fund liquidity requirements.
incm.pub
December 9, 2025 at 5:02 PM
profadviser.bsky.social
FCA to simplify insurance rules to 'support growth and innovation'

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FCA to simplify insurance rules to 'support growth and innovation'
The Financial Conduct Authority (FCA) has confirmed it will simplify and modernise its rules around the UK insurance market.
incm.pub
December 9, 2025 at 2:54 PM