Sophie King
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Articles by Sophie King
Quilter adviser jobs at risk as firm moves towards self-employed model
Integration of Charles Derby and Lighthouse
Failed Liberty SIPP racks up almost 1,700 FSCS claims
Entered administration in April 2020
Advisers to be levied £240m again as FSCS announces £1bn overall levy
'Cannot normalise this level of loss'
Quilter supports 285 young carers in the UK by raising £10,600
Supported over Christmas
Treasury Taskforce to address FSCS levy concerns and work with FCA
Plus online scams
MPs call on FCA to do more for British Steel victims
Regulator 'follows not leads'
Advisers urged to encourage 'frugal' retirees to spend more
6.4% of over 80s saving for end of life needs
Aviva set to continue work from home following pandemic
Staff can come in if they wish
Adviser receives online abuse and death threats after launching anti-crypto petition
Fake reviews also posted
What is the FCA's new DB advice assessment tool 'DBAAT'?
Check suitability of advice
FCA denies 12 advice firms authorisation following phoenixing suspicions
131 firms have authorisations revoked
What can Netflix hit Bridgerton teach us about financial planning?
Contains spoilers
A good read: Financial services professionals re-launch book club
Re-launched this month
Adviser launches petition to stop UK cryptocurrency transactions
To prevent scams
Transact purchases financial planning software provider Time4Advice
First acquisition of 2021
Copia Wealth Management declared in default by FSCS with 149 complaints
Pension advice and SIPPs
Adviser disappointment as CII exam certificates go paperless
No longer delivered by post
Quilter sets date for final OMW platform migration
Starting next month
FCA identifies 30,000 instances of unregulated activity in last 12 months
Calls for more cash to fund scam prevention campaigns
Third of advisers offer cashflow modelling to all clients - Intelliflo and i4C data
But 67% realise its potential
Rory Percival: Advisers should be able to enjoy a quiet 2021 from regulator
Outlook for coming year
Andy Bell cashes in £16.6m after selling small portion of AJ Bell shares
Still holds 22.68% stake
IFA launches financial educational channel DanTalksMoney for younger generation
Via TikTok and Instagram
Last chance to enter PA Awards 2021
Taking place virtually March 2021
FCA orders Blue Gate pay £203k to Connaught investors
Lost money through a UCIS
AF5 candidate John Trayner passes exam at 72 years old
Put 'money where his mouth is'
Sale to Bain Capital gives LV= opportunity 'to accelerate growth'
But advisers not so sure
FCA fines should contribute to cost of FSCS levy - PIMFA
Until long-term solution is agreed
Novia bought by private equity firm AnaCap
Undisclosed fee
FCA appoints two new executives
Merging two divisions
SJP shareholder 'pleased' with firm's response to critical open letter
First sent in October
Fairstone snaps up Devon-based Sabre Financial
South West-based
FCA confirms speculative mini-bond mass-marketing ban
From 1 January 2021
Punter Southall Aspire appoints Bryan Parkinson financial planning MD
30 years' experience
Pension scam red flags hit record level - XPS
But steady transfer values
Adviser scolds Embark over three-month fund delay
‘Computer said no'
Female Financial founder and IFA Susann Kulhas dies
'Always had sage advice'
PI cover up for 95% of advisers with pension transfer permissions
Harder to renew with permissions
