Three things your client may call you about this week ...

Property prices up 7%

clock • 2 min read

A pensions checklist, investing like a student influencer and property prices on the up - here's our first weekly heads-up of 2021 on the financial stories that may have caught your clients' attention over the weekend …

Our 8-point checklist to get your pension in order for 2021 Starting the new year on the front foot, The Telegraph has offered up readers a help list to get their pensions in order. First up the newspaper suggests tracking down old pensions, followed by checking charges.  On the first point the article quotes Aegon's Kate Smith, who is also the newspapers 'pensions doctor', who says: "One resolution worth making and sticking to in 2021 is finding out as much as you can about your pensions. Consolidating these older-style pensions into modern lower charging pensions with online access ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

AI's energy demands pose responsible investing challenge

AI's energy demands pose responsible investing challenge

Advisers must rethink sustainable investment strategies to balance returns and ESG goals

Sahar Nazir
clock 07 March 2025 • 2 min read
More female advisers 'key to closing gender advice gap'

More female advisers 'key to closing gender advice gap'

'We are still a long way from gender equality in financial services’

Isabel Baxter
clock 07 March 2025 • 2 min read
PA Asks: Has the FCA got its one-year email deletion policy right?

PA Asks: Has the FCA got its one-year email deletion policy right?

This week’s poll also looks at HNWI UK exodous and the IHT gifting regime

Professional Adviser
clock 07 March 2025 • 1 min read