Professional Adviser
Professional Adviser is an essential resource for regulated financial advisers in the UK. It delivers quick and thorough updates on the latest changes and trends in the financial services industry.
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Articles
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1 day ago |
professionaladviser.com | Sahar Nazir
The wealth and asset management firm found that more individuals, particularly within an ageing UK population, are turning to financial advisers for tailored investment services as they seek to secure their financial futures in retirement. This shift reflects growing concerns among clients about whether they will have sufficient resources and make the right decisions to maintain their standard of living later in life.
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1 day ago |
professionaladviser.com | Sahar Nazir
Speaking at The Lang Cat's 2025 Catwalk event yesterday (5 June), Wardle emphasised that AI will be a significant step in the growth of the advice sector, "just like how the internet helped grow the retail industry". She noted that technology is currently in a position where firms can utilise agentic AI. Wardle also said she finds it "infuriating" that there are barriers that result in data not being clear and "this is holding back innovation" in the sector.
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1 day ago |
professionaladviser.com | Jonathan Stapleton
The roadmap accompanies the Pension Schemes Bill, aims to give pension schemes and providers with a sense of the direction over the coming five years allowing the ecosystem as a whole to understand the government's sequencing and plan for the future. Read Workplace pensions: a roadmap in full here Minister for pensions Torsten Bell said: "A shared understanding of the destination is crucial to industry, individuals and government taking the right decisions to all pull in the same direction.
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2 days ago |
professionaladviser.com | Sahar Nazir
PCM Asset Management lost FCA authorisation in 2019 The Financial Services Compensation Scheme (FSCS) has declared PCM Asset Management in default after receiving a claim against the firm relating to pension advice.
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2 days ago |
professionaladviser.com | Sahar Nazir
Speaking at the Future of Investment Festival yesterday (4 June), Garfield outlined a framework for understanding the economic and operational impact of AI on the industry, urging firms to prepare for what he called the "next wave of transformation" in knowledge-based work. "Every employee will have a co-pilot. Every business process will have an agent," he told delegates.
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