Defaqto has added a pension switching tool to its end-to-end financial planning tool Engage Core. The new functionality is an optional module that allows advisers to compare multiple pension switching

Embracing technology such as Facetime next year will lead to happier clients and increased success for advisers, Ken Davy has predicted.  Few industries remain untouched by the advance of technology and

The SimplyBiz Group has announced this morning that it has united its three surveying arms – Gateway, Landmark and Sonas – into a new brand; Gateway Surveyors. According to the

The SimplyBiz Group has unveiled the responses to its recent ‘I’m an adviser initiative’ which was designed to find out more about the hobbies, pastimes and charitable endeavours of the

In the latest of his articles on the realities of the Senior Managers & Certification Regime (SM&CR), Mark Greenwood looks at the mechanics of changing roles and Senior Manager functions

Over the course of this week Professional Adviser is revealing the shortlists for our 2020 PA Awards, the winners of which will be announced at a black-tie dinner in February.  We are

Do you have 19 March 2020 circled in your diaries? One would hope so, because that’s when the best of the mortgage industry will be descending on the JW Marriot

Q: Under SM&CR, is there a difference between senior managers and certified persons?  A: Since we started talking about theSenior Managers and Certification Regime, senior managers have tended to receive

As we look back at 2019, we might be forgiven for thinking that in the context of the good, the bad and the ugly, there has been a lot more

We spoke to Martin Reynolds, CEO of SimplyBiz Mortgages, about what he predicts for the post-Brexit purchase market and how ancillary products can help boost business. FR: What challenges are