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profadviser.bsky.social
Professional Adviser
@profadviser.bsky.social
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For financial advisers and paraplanners

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profadviser.bsky.social
Advisers urged to consider clients' 'trust rate' and establish credibility early

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Advisers urged to consider clients' 'trust rate' and establish credibility early
Clients exist in different trust states and for financial advisers to be successful, they need to be able to identify this, delegates heard.
incm.pub
January 30, 2026 at 8:42 AM
profadviser.bsky.social
Advisers warned against all-in-one 'tech traps'

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Advisers warned against all-in-one 'tech traps'
Financial advice firms are being urged to rethink their technology strategies and put data ownership at the centre of decision-making, after speakers at the Empowering Advisers Through Technology conference warned that all-in-one systems often fail to deliver on their promises.
incm.pub
January 29, 2026 at 3:59 PM
profadviser.bsky.social
The UK's immigration/tax disconnect on global wealth

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The UK's immigration/tax disconnect on global wealth
Legal experts John Kiely and Simon Malkiel look at the government’s Foreign Income and Gains (FIG) regime alongside current immigration rules…
incm.pub
January 29, 2026 at 3:58 PM
profadviser.bsky.social
Government again rejects Waspi compensation after review

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Government again rejects Waspi compensation after review
The Department for Work and Pensions (DWP) has confirmed it will stand by its initial decision not to pay compensation to the Women Against State Pension Inequality (Waspi) campaign group.
incm.pub
January 29, 2026 at 3:57 PM
profadviser.bsky.social
Targeted support: FCA opens door to protection inclusion

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Targeted support: FCA opens door to protection inclusion
The Financial Conduct Authority (FCA) has addressed the possibility of protection's inclusion under targeted support in the interim findings of its Pure Protection Market Study.
incm.pub
January 29, 2026 at 1:47 PM
profadviser.bsky.social
All the advice firm acquisitions that have taken place in 2026

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incm.pub
January 29, 2026 at 11:37 AM
profadviser.bsky.social
Responding to a PR crisis: Five keys to damage limitation

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Responding to a PR crisis: Five keys to damage limitation
Marketing and PR expert Carolyn Simpson shares her insight on damage limitation in a crisis…
incm.pub
January 29, 2026 at 9:36 AM
profadviser.bsky.social
SJP reports record £220bn FUM despite reduced quarterly flows

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SJP hits record £220bn FUM despite reduced quarterly flows
St James’s Place has hit a record £220bn funds under management as of the end of 2025, a 16% increase from a year prior.
incm.pub
January 29, 2026 at 9:35 AM
profadviser.bsky.social
Titan Wealth adds £600m in assets with IFA acquisition

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Titan Wealth adds £600m in assets with latest IFA acquisition
Titan Wealth is to acquire Plymouth-based Sound Financial Management (Sound Financial), adding £600m in assets under advice (AUA).
incm.pub
January 29, 2026 at 9:34 AM
profadviser.bsky.social
Consolidation in advice: Why compliance is central to sustainable growth

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Consolidation in advice: Why compliance is central to sustainable growth
Compliance is not just about avoiding enforcement. It is fundamental to building sustainable businesses that deserve to grow in a safe manner, writes Paul Bruns
incm.pub
January 29, 2026 at 9:33 AM
profadviser.bsky.social
Scottish Widows' profits up 50% to £330m in 2025 driven by 'steady growth'

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Scottish Widows' profits up 50% to £330m in 2025 driven by 'steady growth'
Scottish Widows’ underlying profit for 2025 was up 50% to £330m, compared to £220m in 2024, driven by “steady retail and workplace growth”, according to its latest results released today (29 January).
incm.pub
January 29, 2026 at 9:32 AM
profadviser.bsky.social
Pension transfers and the FCA: A well-meaning intervention that risks falling short

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Pension transfers and the FCA: A well-meaning intervention that risks falling short
Rachel Vahey looks at the latest FCA intervention on pension transfers and says she has 'several concerns'...
incm.pub
January 28, 2026 at 4:54 PM
profadviser.bsky.social
Cash ISA allowance cut risks hardening saver/investor divide, advisers warn

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Cash ISA allowance cut risks hardening saver/investor divide, advisers warn
Moves to cut the cash ISA allowance from £20,000 to £12,000 for under-65s from April 2027 could risk undermining long-term saving behaviour, increase complexity and discourage investment, advisers have warned.
incm.pub
January 28, 2026 at 4:53 PM
profadviser.bsky.social
Annuity rates rose to 7.51% by end of 2025

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Annuity rates rose to 7.51% by end of 2025
Annuity rates by the end of 2025 had risen to 7.51%, according to Standard Life.
incm.pub
January 28, 2026 at 4:52 PM
profadviser.bsky.social
Measure for measure: How to track your tracker fund

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Measure for measure: How to track your tracker fund
Terry McGivern says passive fund investors should be focused not on the journey but on the destination...
incm.pub
January 28, 2026 at 12:40 PM
profadviser.bsky.social
SJP and AJ Bell pivot from US mega-caps in MPS as concentration woes continue

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SJP and AJ Bell pivot from US mega-caps in MPS as concentration woes persist
Major investment houses have repositioned their model portfolios to shelter their holdings from the perceived risk of major US equities.
incm.pub
January 28, 2026 at 12:39 PM
profadviser.bsky.social
State pension deferrals: 42,000 who postponed took benefit in 2023/24

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State pension deferrals: 42,000 who postponed took benefit in 2023/24
Just under 42,000 people who had previously delayed taking their state pension took up the benefit option in 2023/24, official data showed.
incm.pub
January 28, 2026 at 12:38 PM
profadviser.bsky.social
TPO eyes 'ambitious growth' with Goldman Sachs Alternatives financial backing

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TPO eyes 'ambitious growth' with Goldman Sachs Alternatives financial backing
Goldman Sachs Alternatives (GSA) has become a minority shareholder in advisory business The Private Office (TPO) in a move which will fuel the Chartered firm’s “ambitious growth plans”.
incm.pub
January 28, 2026 at 12:37 PM
profadviser.bsky.social
Depledge Strategic Wealth Management backs CISI financial planning push

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Depledge Strategic Wealth Management backs CISI financial planning push
Depledge Strategic Wealth Management (Depledge) is backing Financial Planning Week in a bid to demystify the advice process and get more people involved.
incm.pub
January 28, 2026 at 10:27 AM
profadviser.bsky.social
Lords committee calls on government to rethink IHT reforms

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Lords committee calls on government to rethink IHT reforms
The House of Lords Economic Affairs Finance Bill Sub-Committee has proposed various changes to the government’s inheritance tax (IHT) rules and has criticised Labour’s approach to the measures.
incm.pub
January 28, 2026 at 8:17 AM
profadviser.bsky.social
Need financial guidance? There's a bot for that

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Need financial guidance? There's a bot for that
Generative AI-powered bots or agents could be key to democratising financial guidance, writes Paul Muir
incm.pub
January 27, 2026 at 5:43 PM
profadviser.bsky.social
What a classic '80s movie tells us about today's language of financial advice

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What a classic '80s movie tells us about today's language of financial advice
Roger Brosch looks back at an '80s classic film to make a pertinent point on financial advice language...
incm.pub
January 27, 2026 at 5:42 PM
profadviser.bsky.social
Deal Dive: Advice firm deals 2025 wrapped

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Deal Dive: Advice firm deals 2025 wrapped
Welcome to the latest edition of PA’s Deal Dive, your quarterly advice merger and acquisition (M&A) round-up. We dig into deal trends and drivers in this regular series.
incm.pub
January 27, 2026 at 3:37 PM
profadviser.bsky.social
Ahmed Bawa: The changes advisers are asking for in 2026

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Ahmed Bawa: The changes advisers are asking for in 2026
Network boss Ahmed Bawa asked his advisers what changes they hope to see across the profession in 2026. Here's what they said...
incm.pub
January 27, 2026 at 1:29 PM
profadviser.bsky.social
FCA review: AI presents 'major opportunity' to improve outcomes under Consumer Duty

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FCA review: AI presents 'major opportunity' to improve outcomes under Consumer Duty
Artificial intelligence (AI) presents a “major opportunity” to improve outcomes under the Consumer Duty, while also supporting competition and innovation across retail financial services, according to the Financial Conduct Authority (FCA).
incm.pub
January 27, 2026 at 1:28 PM